Hedge Fund - 13D Management

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No. Security Ticker Shares Value Activity % Port History
1. TWLO 60,755 $8,641,791 10.28%
2. MRCY 103,762 $7,575,664 -25% 9.01%
3. VSAT 201,750 $6,952,305 -25% 8.27%
4. ALV 55,839 $6,628,089 7.89%
5. PSO 458,338 $6,435,066 7.66%