Hedge Fund - Lomas Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. AMZN 644,020 $104,876,000 +135% 10.06%
2. AFG 1,092,330 $95,710,000 +73% 9.18%
3. FB 312,347 $85,321,000 +98% 8.18%
4. CB 484,544 $74,581,000 +68% 7.15%
5. MLCO 3,303,345 $61,277,000 +77% 5.87%