Hedge Fund - CTF Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. ASML 31,261 $41,290,467 29.29%
2. OHI 541,138 $23,712,667 +60% 16.82%
3. PATK 150,000 $16,660,500 11.82%
4. CVS 182,357 $13,096,880 -49% 9.29%
5. SGI 139,866 $10,338,895 +38% 7.33%