Hedge Fund - Kehrs Ridge Capital

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No. Security Ticker Shares Value (x$1000) Activity % Port
1. MDLZ 323,259 $18,571 +103% 7.75%
2. PEP 130,000 $18,018 +37% 7.51%
3. STZ 85,000 $16,108 NEW 6.72%
4. PG 115,000 $15,984 +23% 6.67%
5. EL 70,000 $15,278 NEW 6.37%