Quarter snapshot

Scion Asset Management

Ticker	Change	% of portfolio	Shares	Value
MOH history	NEW	35.11%	125,000	$23,920,000
LULU history	+100%	26.11%	100,000	$17,793,000
SLM history	NEW	19.5%	480,054	$13,287,895
116794207 history	NEW	19.28%	48,334	$13,137,181
EL history	SOLD	—	—	—
BRKR history	SOLD	—	—	—
REGN history	SOLD	—	—	—
MELI history	SOLD	—	—	—
UNH history	SOLD	—	—	—