Hedge Fund - Lodge Hill Capital

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No. Security Ticker Shares Value (x$1000) Activity % Port
1. LUV 465,000 $24,687 NEW 7.16%
2. OSK 180,122 $22,450 +64% 6.51%
3. PDCO 610,000 $18,538 +42% 5.37%
4. BWA 365,000 $17,717 NEW 5.13%
5. GD 92,000 $17,320 +15% 5.02%