| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| BABAALIBABA GROUP HLDG LTD | 16.42% | Reduce 25.0% | 150,000 | $13M |
| BIDUBAIDU INC | 13.61% | — | 125,000 | $11M |
| JDJD.COM INC | 13.43% | Reduce 40.0% | 300,000 | $10M |
| ELLAUDER ESTEE COS INC | 9.68% | NEW | 100,000 | $7M |
| MOHMOLINA HEALTHCARE INC | 9.40% | Reduce 16.7% | 25,000 | $7M |
| PDDPDD HOLDINGS INC | 9.39% | NEW | 75,000 | $7M |
| HCAHCA HEALTHCARE INC | 5.81% | NEW | 15,000 | $5M |
| BRKRBRUKER CORP | 5.68% | NEW | 75,000 | $4M |
| VFCV F CORP | 5.54% | NEW | 200,000 | $4M |
| MAGNMAGNERA CORP | 4.69% | NEW | 200,000 | $4M |
| OSCROSCAR HEALTH INC | 3.47% | NEW | 200,000 | $3M |
| ACICAMERICAN COASTAL INS CORP | 2.54% | Add 46.1% | 146,100 | $2M |
| GOOSCANADA GOOSE HLDGS INC | 0.32% | NEW | 24,838 | $249,125 |