Hedge Fund - Night Owl Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. SAP 235,848 $63,311,037 +4% 7.91%
2. AON 158,553 $63,277,109 +4% 7.91%
3. FI 281,106 $62,076,638 +5% 7.76%
4. AMZN 318,336 $60,566,607 +3% 7.57%
5. GOOGL 357,293 $55,819,939 +4% 6.98%