Hedge Fund - 13D Management

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No. Security Ticker Shares Value Activity % Port History
1. TWLO 60,755 $7,644,194 11.85%
2. VSAT 164,750 $7,545,550 -19% 11.7%
3. ACHC 294,000 $6,876,660 NEW 10.66%
4. PSO 458,338 $6,017,978 9.33%
5. ALV 55,839 $5,872,029 9.1%