Hedge Fund - 13D Management

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No. Security Ticker Shares Value Activity % Port History
1. MRCY 137,012 $10,604,729 10.17%
2. QRVO 88,740 $8,082,439 7.75%
3. VSAT 267,000 $7,823,100 NEW 7.5%
4. ALV 55,839 $6,896,117 6.61%
5. PSO 458,338 $6,490,066 6.22%