Hedge Fund - Two Creeks Capital Management

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No. Security Ticker Shares Value (x$1000) Activity % Port
1. HDB 3,014,954 $234,232 -18% 14.28%
2. V 1,035,812 $219,312 13.37%
3. LOW 1,050,931 $199,866 +15% 12.18%
4. FND 2,000,130 $190,972 +3% 11.64%
5. ADBE 309,136 $146,954 +70% 8.96%