PICTON MAHONEY ASSET MANAGEMENT Q2 2018 Filing

Filed August 1, 2018

Portfolio Value

$1.4B

Holdings

178

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (178 positions)

StockValue
LWLAMB WESTON HLDGS INC
$2.3M
RHPRYMAN HOSPITALITY PPTYS INC
$2.2M
IEFISHARES TR
$2.1M
MSAMSA SAFETY INC
$2.1M
OCOWENS CORNING NEW
$2.1M
TLTISHARES TR
$2.1M
RGAREINSURANCE GROUP AMER INC
$2.1M
MSMMSC INDL DIRECT INC
$2.0M
FASTFASTENAL CO
$2.0M
ROPROPER TECHNOLOGIES INC
$1.8M
LULULULULEMON ATHLETICA INC
$1.7M
FUODOLBY LABORATORIES INC
$1.7M
WCGEURWELLCARE HEALTH PLANS INC
$1.7M
BFAMBRIGHT HORIZONS FAM SOL IN D
$1.7M
CCCHEMOURS CO
$1.7M
STZCONSTELLATION BRANDS INC
$1.7M
GDXJVANECK VECTORS ETF TR
$1.7M
SOYSUNOPTA INC
$1.7M
GRUBGRUBHUB INC
$1.6M
OMFONEMAIN HLDGS INC
$1.6M
TWTRUSDTWITTER INC
$1.6M
SYU1SYNOVUS FINL CORP
$1.5M
FNDFLOOR AND DECOR HLDGS INC
$1.5M
HEIHEICO CORP NEW
$1.5M
SITESITEONE LANDSCAPE SUPPLY INC
$1.5M
CVLTCOMMVAULT SYSTEMS INC
$1.5M
STERLING BANCORP DEL
$1.3M
NFXNEWFIELD EXPL CO
$1.3M
KMG CHEMICALS INC
$1.3M
T7DTRANSDIGM GROUP INC
$1.2M
GDOTGREEN DOT CORP
$1.2M
GKOSGLAUKOS CORP
$1.2M
DECKDECKERS OUTDOOR CORP
$1.2M
BABAALIBABA GROUP HLDG LTD
$1.2M
TPDTEMPUR SEALY INTL INC
$1.1M
CZREURCAESARS ENTMT CORP
$1.1M
NEWREURNEW RELIC INC
$1.1M
IWNISHARES TR
$1.0M
CHRWC H ROBINSON WORLDWIDE INC
$1.0M
GLDDGREAT LAKES DREDGE AND DOCK CO
$919K
KRNTKORNIT DIGITAL LTD
$917K
IGHGPROSHARES TR
$869K
ASBASSOCIATED BANC CORP
$862K
IVEISHARES TR
$815K
HYGHISHARES US ETF TR
$813K
HOLXHOLOGIC INC
$537K
LINDLINDBLAD EXPEDITIONS HLDGS I
$530K
SPYSPDR S AND P 500 ETF TR
$500K
ROBOEXCHANGE TRADED CONCEPTS TR
$468K
DBBINVESCO DB MLTI SECTR CMMTY
$467K
DBEINVESCO DB MLTI SECTR CMMTY
$365K
AZULQAZUL S A
$328K
TIPISHARES TR
$327K
DBCINVESCO DB COMMDY INDX TRCK
$326K
WOORI BK
$264K
OHIOMEGA HEALTHCARE INVS INC
$264K
CUCAAVIS BUDGET GROUP
$260K
GQ9SPDR GOLD TRUST
$228K
AATAMERICAN ASSETS TR INC
$206K
LINDBLAD EXPEDITIONS HLDGS I
$196K
DBAINVESCO DB MLTI SECTR CMMTY
$81K
EWQISHARES INC
$49K
EWIISHARES INC
$49K
EWGISHARES INC
$48K
EWUISHARES TR
$48K
EWAISHARES INC
$31K
EWHISHARES INC
$30K
IWMISHARES TR
$29K
EZAISHARES INC
$26K
RSX1USDVANECK VECTORS ETF TR
$25K
INDAISHARES TR
$25K
ASHRDBX ETF TR
$25K
EWWISHARES INC
$25K
EWZISHARES INC
$25K
EWLISHARES INC
$12K
EWDISHARES INC
$12K
EWPISHARES INC
$12K
EWNISHARES INC
$12K
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