Hedge Fund - Kinetic Partners Management

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No. Security Ticker Shares Value Activity % Port History
1. AMZN 1,094,052 $203,854,709 +36% 14.15%
2. TRU 982,100 $102,825,870 +19% 7.13%
3. DASH 676,876 $96,610,511 +29% 6.7%
4. LPX 890,617 $95,705,703 -10% 6.64%
5. MSFT 202,305 $87,051,842 +11% 6.04%