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Instuitional Investor - Lagoda Investment Management, L.p.

Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. DMRC 687,296 $25,155 9.09%
2. REGN 55,717 $24,912 9%
3. UBNT 441,077 $24,709 8.93%
4. XEC 187,200 $21,279 7.69%
5. NVO 419,324 $20,190 7.29%