Hedge Fund - 13D Management

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No. Security Ticker Shares Value Activity % Port History
1. TWLO 60,755 $7,555,492 -3% 6.89%
2. QRVO 88,740 $7,534,913 +20% 6.87%
3. MRCY 137,012 $7,379,466 -33% 6.73%
4. SWX 96,798 $7,200,803 -3% 6.57%
5. PSO 458,338 $6,842,986 -3% 6.24%