Hedge Fund - Situational Awareness LP

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No. Security Ticker Shares Value Activity % Port History
1. MRVL 785,896 $86,802,213 NEW 34.06%
2. VST 428,397 $59,063,094 NEW 23.17%
3. VRT 455,146 $51,709,137 NEW 20.29%
4. TLN 138,878 $27,979,751 NEW 10.98%
5. CEG 96,400 $21,565,644 NEW 8.46%