Hedge Fund - 13D Management

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No. Security Ticker Shares Value Activity % Port History
1. VSAT 126,250 $11,338,513 -24% 15.89%
2. TWLO 39,000 $8,046,870 -36% 11.28%
3. MRCY 60,462 $7,396,316 10.37%
4. PSO 458,338 $7,282,991 10.21%
5. ALV 55,839 $6,486,817 9.09%