Hedge Fund - Appian Way Asset Management

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No. Security Ticker Shares Value Activity % Port History
1. PCT 5,674,168 $53,904,596 +18% 12.12%
2. SEE 1,426,247 $51,772,766 +6% 11.64%
3. SGML 4,092,401 $50,582,076 +58% 11.37%
4. DY 202,551 $39,922,802 +18% 8.97%
5. CC 1,680,673 $34,151,275 NEW 7.68%