| Fund Name: | Goodlander Investment Management |
| Manager | John Labanowski |
| Portfolio Value | $289,085,244 |
| Change This QTR | +1.10% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | MTZ | 145,000 | $46,652,300 | -15% | 16.14% | ||
| 2. | FPS | 1,380,000 | $40,392,600 | NEW | 13.97% | ||
| 3. | CORZ | 2,250,000 | $33,660,000 | +182% | 11.64% | ||
| 4. | MP | 670,000 | $32,334,200 | NEW | 11.19% | ||
| 5. | CTRI | 1,090,000 | $31,838,900 | +99% | 11.01% |