PICTON MAHONEY ASSET MANAGEMENT Q1 2018 Filing

Filed May 4, 2018

Portfolio Value

$1.4B

Holdings

190

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (190 positions)

StockValue
MUMICRON TECHNOLOGY INC
$3.0M
BAXBAXTER INTL INC
$2.9M
TMUST MOBILE US INC
$2.7M
OCOWENS CORNING NEW
$2.7M
MNSTMONSTER BEVERAGE CORP NEW
$2.6M
CDNSCADENCE DESIGN SYSTEM INC
$2.6M
MSCIMSCI INC
$2.6M
ICLRICON PLC
$2.6M
GGP INC
$2.5M
RGAREINSURANCE GROUP AMER INC
$2.4M
RHPRYMAN HOSPITALITY PPTYS INC
$2.4M
HRCHILL ROM HLDGS INC
$2.4M
CR1USDCRANE CO
$2.3M
MSAMSA SAFETY INC
$2.3M
BGBUNGE LIMITED
$2.1M
TLTISHARES TR
$2.1M
IEFISHARES TR
$2.0M
LWLAMB WESTON HLDGS INC
$2.0M
FNDFLOOR AND DECOR HLDGS INC
$1.9M
CCCHEMOURS CO
$1.9M
FUODOLBY LABORATORIES INC
$1.9M
LULULULULEMON ATHLETICA INC
$1.8M
ASMLASML HOLDING N V
$1.8M
STZCONSTELLATION BRANDS INC
$1.8M
DOXAMDOCS LTD
$1.7M
BFAMBRIGHT HORIZONS FAM SOL IN D
$1.7M
GDXJVANECK VECTORS ETF TR
$1.7M
GRUBGRUBHUB INC
$1.6M
MTNVAIL RESORTS INC
$1.6M
REXRREXFORD INDL RLTY INC
$1.5M
ALGTALLEGIANT TRAVEL CO
$1.5M
SOYSUNOPTA INC
$1.5M
SYU1SYNOVUS FINL CORP
$1.5M
OMFONEMAIN HLDGS INC
$1.4M
HEIHEICO CORP NEW
$1.4M
SCSANTANDER CONSUMER USA HDG I
$1.4M
WCGEURWELLCARE HEALTH PLANS INC
$1.4M
CVLTCOMMVAULT SYSTEMS INC
$1.3M
ACGLARCH CAP GROUP LTD
$1.2M
VISNCOMMSCOPE HLDG CO INC
$1.1M
T7DTRANSDIGM GROUP INC
$1.1M
DECKDECKERS OUTDOOR CORP
$1.1M
TWTRUSDTWITTER INC
$1.1M
TPDTEMPUR SEALY INTL INC
$1.0M
IWNISHARES TR
$1.0M
ZEN1EURZENDESK INC
$966K
LINDLINDBLAD EXPEDITIONS HLDGS I
$951K
GKOSGLAUKOS CORP
$915K
FLIRFLIR SYS INC
$745K
GLDDGREAT LAKES DREDGE AND DOCK CO
$740K
KRNTKORNIT DIGITAL LTD
$664K
HYGHISHARES US ETF TR
$639K
IGHGPROSHARES TR
$638K
CUCAAVIS BUDGET GROUP
$562K
EQIXEQUINIX INC
$544K
HOLXHOLOGIC INC
$504K
ROBOEXCHANGE TRADED CONCEPTS TR
$489K
DBBUSDPOWERSHS DB MULTI SECT COMM
$461K
EWYISHARES INC
$423K
XOPUSDSPDR SERIES TRUST
$391K
SPYSPDR S AND P 500 ETF TR
$336K
AEPAMERICAN ELEC PWR INC
$335K
POWERSHS DB MULTI SECT COMM
$332K
BACVERIZON COMMUNICATIONS INC
$267K
QQQPOWERSHARES QQQ TRUST
$256K
SKMEURSK TELECOM LTD
$204K
OSVEURVANECK VECTORS ETF TR
$187K
GQ9SPDR GOLD TRUST
$172K
LNCLINCOLN NATL CORP IND
$146K
WOORI BK
$132K
LINDBLAD EXPEDITIONS HLDGS I
$119K
DBAUSDPOWERSHS DB MULTI SECT COMM
$78K
EWIISHARES INC
$50K
EWUISHARES TR
$50K
EWQISHARES INC
$49K
EWGISHARES INC
$49K
EWAISHARES INC
$31K
EWHISHARES INC
$31K
IWMISHARES TR
$30K
EWZISHARES INC
$22K
RSX1USDVANECK VECTORS ETF TR
$21K
EWWISHARES INC
$21K
INDAISHARES TR
$21K
EZAISHARES INC
$21K
ASHRDBX ETF TR
$21K
PARSLEY ENERGY INC
$14K
EWPISHARES INC
$13K
EWNISHARES INC
$12K
EWLISHARES INC
$12K
EWDISHARES INC
$12K
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