Hedge Fund - Totem Point Management

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No. Security Ticker Shares Value Activity % Port History
1. SPGI 27,031 $13,734,451 +5% 16.92%
2. SPOT 24,380 $13,409,731 +18% 16.52%
3. TTWO 62,435 $12,939,654 +4% 15.94%
4. SE 85,958 $11,216,659 +163% 13.82%
5. TSM 50,744 $8,423,504 -13% 10.38%