| Fund Name: | Goodlander Investment Management |
| Manager | John Labanowski |
| Portfolio Value | $261,825,250 |
| Change This QTR | +1.00% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | SEI | 960,000 | $44,131,200 | +48% | 16.86% | ||
| 2. | MTZ | 170,000 | $36,952,900 | -7% | 14.11% | ||
| 3. | EME | 60,000 | $36,707,400 | NEW | 14.02% | ||
| 4. | LBRT | 1,950,000 | $35,997,000 | NEW | 13.75% | ||
| 5. | GEV | 45,000 | $29,410,650 | NEW | 11.23% |