Hedge Fund - Engle Capital

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No. Security Ticker Shares Value (x$1000) Activity % Port
1. LPLA 718,000 $102,071 +2% 15.49%
2. LYFT 1,500,000 $94,770 +8% 14.39%
3. CCK 913,000 $88,598 +1% 13.45%
4. FTDR 1,030,000 $55,363 -7% 8.4%
5. PTC 295,000 $40,607 +97% 6.16%