Hedge Fund - Isomer Partners

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No. Security Ticker Shares Value Activity % Port History
1. UBER 375,000 $28,185,000 30.29%
2. LBRDA 260,000 $20,095,400 NEW 21.6%
3. PANW 105,000 $17,944,500 -9% 19.28%
4. GOOGL 50,000 $8,292,500 NEW 8.91%
5. RDFN 250,000 $3,132,500 3.36%