Hedge Fund - Heard Capital

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No. Security Ticker Shares Value (x$1000) Activity % Port
1. AMT 137,419 $30,845 +40% 10.24%
2. TDG 48,466 $29,993 -4% 9.96%
3. BX 457,139 $29,627 -2% 9.83%
4. FICO 54,066 $27,629 -5% 9.17%
5. ADBE 50,656 $25,334 +24% 8.41%