Hedge Fund - Sustainable Insight Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. AAPL 77,801 $16,386,447 +23% 8.21%
2. AVGO 95,720 $15,368,133 +28% 7.7%
3. LRCX 140,650 $14,977,115 +43% 7.5%
4. PANW 44,000 $14,916,440 NEW 7.47%
5. TMUS 84,228 $14,839,289 +43% 7.43%