Hedge Fund - Soviero Asset Management

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No. Security Ticker Shares Value Activity % Port History
1. PBF 246,000 $7,613,700 +18% 6.91%
2. AMD 39,000 $6,399,120 NEW 5.81%
3. AMZN 30,000 $5,589,900 NEW 5.07%
4. OPRA 340,000 $5,253,000 -23% 4.77%
5. PBF 165,000 $5,106,750 -30% 4.64%