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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SATS | Echostar Corp | 8.68% | 3,005,000 | $351,795,350 | -2,222,400 | -42.51% | $117.07 | 13F |
| GDS | GDS Hldgs Ltd | 8.64% | 8,685,000 | $349,918,650 | -615,000 | -6.61% | $40.29 | 13F |
| COHR | Coherent Corp | 5.67% | 965,000 | $229,872,650 | -645,000 | -40.06% | $238.21 | 13F |
| TWLO | TWILIO INC | 2.88% | 633,492 | $116,651,217 | -1,661,508 | -72.40% | Form 4 |