Hedge Fund - Orvieto Partners

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No. Security Ticker Shares Value Activity % Port History
1. PENN 620,000 $11,079,400 +41% 9.85%
2. CHDN 103,900 $10,493,900 +168% 9.33%
3. IGT 595,218 $9,410,397 +19% 8.37%
4.
Kodiak Gas Svcs Inc
190,681 $6,534,638 -36% 5.81%
5. KRP 460,659 $6,430,800 -4% 5.72%