Hedge Fund - Palestra Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. HSIC 2,382,837 $180,094,820 -45% 6.37%
2. AMZN 752,542 $173,701,744 +4% 6.14%
3. LIN 401,494 $171,193,027 NEW 6.05%
4. V 476,442 $167,092,974 +55% 5.91%
5. UNP 687,298 $158,985,773 +27% 5.62%