Hedge Fund - Heard Capital

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No. Security Ticker Shares Value Activity % Port History
1. ADBE 375,915 $194,641,268 +7% 10.91%
2. TDG 132,206 $188,675,148 +11% 10.57%
3. AMT 790,325 $183,797,982 -23% 10.3%
4. BX 1,033,262 $158,223,410 -18% 8.87%
5. FICO 76,140 $147,979,612 -23% 8.29%