| Fund Name: | North Of South Capital |
| Manager | Matt Linsey |
| Portfolio Value | $1,113,115,444 |
| Change This QTR | +1.00% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | IBN | 8,439,972 | $218,595,275 | +15% | 19.64% | ||
| 2. | YPF | 3,524,252 | $162,890,927 | +111% | 14.63% | ||
| 3. | TSM | 407,377 | $137,673,057 | -11% | 12.37% | ||
| 4. | JD | 4,411,681 | $130,453,407 | +4% | 11.72% | ||
| 5. | YMM | 11,118,123 | $92,280,421 | +3% | 8.29% |