Hedge Fund - North Fourth Asset Management

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No. Security Ticker Shares Value (x$1000) Activity % Port History
1. DLTR 330,000 $31,588 NEW 5.52%
2. FB 90,000 $30,545 +200% 5.34%
3. DKNG 600,000 $28,896 NEW 5.05%
4. MSFT 100,000 $28,192 NEW 4.92%
5. MGM 540,000 $23,301 +575% 4.07%