Hedge Fund - Southpoint Capital Advisors

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No. Security Ticker Shares Value Activity % Port History
1. SYF 5,000,000 $264,700,000 +25% 6.32%
2. PGR 850,000 $240,558,500 +7% 5.74%
3. MSFT 550,000 $206,464,500 +23% 4.93%
4. COF 1,150,000 $206,195,000 -12% 4.92%
5. HUM 750,000 $198,450,000 4.74%