Instuitional Investor - Opera Trading Capital

Filing Period:
No. Security Ticker Shares Value % Port
1. AMD 12,135,289 $29,474,000 7.03%
2. MCHP 34,549,672 $24,374,000 5.81%
3. CLF 16,000,000 $17,875,000 4.26%
4. WDAY 13,006,650 $15,891,000 3.79%
5. JCOM 15,985,000 $15,814,000 3.77%