Hedge Fund - Aravt Global

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No. Security Ticker Shares Value (x$1000) Activity % Port
1. PYPL 154,630 $45,072 +1% 17.04%
2. CHTR 55,380 $39,954 -16% 15.1%
3. TDG 44,200 $28,610 +1% 10.81%
4. BKI 348,410 $27,169 +45% 10.27%
5. V 110,850 $25,919 -20% 9.8%