Hedge Fund - Sachem Head Capital

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No. Security Ticker Shares Value Activity % Port History
1. USFD 4,825,000 $296,737,500 -65% 15.56%
2. CVS 3,520,000 $221,337,600 +44% 11.61%
3. TWLO 3,295,000 $214,899,900 11.27%
4. TLN 941,000 $167,723,840 NEW 8.79%
5. ZI 16,030,000 $165,429,600 8.67%