Hedge Fund - Hudson Way Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. KKR 1,176,168 $156,465,629 -14% 14.14%
2. SGI 1,608,315 $109,445,836 +24% 9.89%
3. CHDN 997,598 $100,757,398 -8% 9.11%
4. HLT 365,407 $97,322,500 +37% 8.8%
5. TDG 63,546 $96,630,589 -8% 8.73%