Hedge Fund - SW Investment Management

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No. Security Ticker Shares Value (x$1000) Activity % Port History
1. NET 550,000 $61,957 24.65%
2. AMKR 2,400,000 $59,880 +20% 23.82%
3. AMZN 12,000 $39,420 15.68%
4.
Ubiquiti Inc
100,000 $29,867 11.88%
5. AES 750,000 $17,122 6.81%