Hedge Fund - Thunderbird Partners

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No. Security Ticker Shares Value Activity % Port History
1. SIX 4,030,075 $101,074,281 -6% 21.8%
2. PDD 371,234 $54,315,247 -24% 11.71%
3.
Seagate Technology Hldngs Pl
636,003 $54,295,576 NEW 11.71%
4. MU 596,984 $50,946,615 -25% 10.98%
5. WDC 945,557 $49,518,820 -3% 10.68%