Hedge Fund - Two Creeks Capital Management

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No. Security Ticker Shares Value (x$1000) Activity % Port History
1. AZPN 1,824,499 $301,717 +99% 17.22%
2. V 1,140,493 $252,927 -5% 14.43%
3. FND 2,411,383 $195,322 +24% 11.14%
4. ADBE 347,462 $158,311 +165% 9.03%
5. LOW 764,282 $154,530 +17% 8.82%