Hedge Fund - SW Investment Management

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No. Security Ticker Shares Value Activity % Port History
1. AMKR 2,000,000 $66,540,000 -15% 22.93%
2.
Ubiquiti Inc
305,000 $42,565,800 +18% 14.67%
3. NET 450,000 $37,467,000 -19% 12.91%
4. AIRS 4,072,846 $30,505,616 +7% 10.51%
5.
Garmin Ltd
220,000 $28,278,800 +47% 9.74%