Hedge Fund - CTF Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. ASML 31,261 $62,191,884 34.63%
2. OHI 541,138 $25,801,460 14.37%
3. CVS 182,357 $18,864,832 10.5%
4. MU 12,000 $13,851,480 -48% 7.71%
5. PATK 150,000 $13,467,000 7.5%