PICTON MAHONEY ASSET MANAGEMENT Q3 2016 Filing

Filed November 15, 2016

Portfolio Value

$1.5B

Holdings

294

Report Date

Q3 2016

Filing Type

13F-HR

All Holdings (294 positions)

StockValue
CHTCHUNGHWA TELECOM CO LTD
$247K
XLNXEURXILINX INC
$218K
TAPMOLSON COORS BREWING CO
$209K
CLLSCELLECTIS S A
$205K
NTNXNUTANIX INC
$185K
VIV1USDTELEFONICA BRASIL SA
$174K
JDJD COM INC
$157K
GMGENERAL MTRS CO
$156K
FUNCEDAR FAIR L P
$155K
CYPRESS SEMICONDUCTOR CORP
$148K
HIMXHIMAX TECHNOLOGIES INC
$136K
XLESELECT SECTOR SPDR TR
$120K
LINE CORP
$101K
TXTERNIUM SA
$98K
IDTIDT CORP
$90K
SLABSILICON LABORATORIES INC
$88K
AVYAVERY DENNISON CORP
$86K
SNPSSYNOPSYS INC
$83K
EMEEMCOR GROUP INC
$83K
COHRII VI INC
$83K
PROVIDENCE SVC CORP
$83K
SAPIENS INTL CORP N V
$82K
FDNFIRST TR EXCHANGE TRADED FD
$82K
WCGEURWELLCARE HEALTH PLANS INC
$82K
SU6SURMODICS INC
$81K
EWYISHARES
$81K
FNFABRINET
$80K
AWRAMERICAN STS WTR CO
$80K
UNFUNIFIRST CORP MASS
$79K
MCSMARCUS CORP
$78K
EBSEMERGENT BIOSOLUTIONS INC
$76K
IRSUSDIRSA INVERSIONES Y REP S A
$76K
TELETECH HOLDINGS INC
$75K
MAAMID-AMER APT CMNTYS INC
$75K
DLXDELUXE CORP
$74K
ORBOTECH LTD
$74K
WOOFOOT LOCKER INC
$74K
SXISTANDEX INTL CORP
$74K
ATNIATN INTL INC
$72K
VSHVISHAY INTERTECHNOLOGY INC
$72K
BHEBENCHMARK ELECTRS INC
$72K
CLWCLEARWATER PAPER CORP
$71K
ICFIICF INTL INC
$71K
DST SYS INC DEL
$71K
FBTFIRST TR EXCHANGE TRADED FD
$70K
CAPELLA EDUCATION COMPANY
$70K
KBALUSDKIMBALL INTL INC
$70K
MRTNMARTEN TRANS LTD
$69K
NAVIGANT CONSULTING INC
$69K
NGSNATURAL GAS SERVICES GROUP
$69K
ORBITAL ATK INC
$69K
CPSCOOPER STD HLDGS INC
$69K
NLSUSDNAUTILUS INC
$68K
PATKPATRICK INDS INC
$68K
G3VGREEN PLAINS INC
$68K
UEICUNIVERSAL ELECTRS INC
$67K
KLICKULICKE AND SOFFA INDS INC
$67K
CSGSCSG SYS INTL INC
$66K
SHOOMADDEN STEVEN LTD
$66K
CWCOCONSOLIDATED WATER CO INC
$66K
ALKALASKA AIR GROUP INC
$66K
PLUSEPLUS INC
$66K
SWBISMITH AND WESSON HLDG CORP
$66K
LTHLIFEPOINT HEALTH INC
$65K
HEALTHSOUTH CORP
$65K
GMEDGLOBUS MED INC
$65K
PLCECHILDRENS PL INC
$64K
RCORESOURCES CONNECTION INC
$64K
PBVPRESTIGE BRANDS HLDGS INC
$63K
DDSDILLARDS INC
$63K
ENSENERSYS
$62K
JJSFJ AND J SNACK FOODS CORP
$60K
HHYATT HOTELS CORP
$59K
UEOWESTLAKE CHEM CORP
$59K
LHCGUSDLHC GROUP INC
$59K
VACMARRIOTT VACATIONS WRLDWDE C
$59K
RUTHUSDRUTHS HOSPITALITY GROUP INC
$58K
NCI BUILDING SYS INC
$57K
VCVISTEON CORP
$57K
EXLSEXLSERVICE HOLDINGS INC
$55K
SELECT COMFORT CORP
$52K
USCRU S CONCRETE INC
$51K
TILEINTERFACE INC
$50K
OMEGA PROTEIN CORP
$49K
KEPKOREA ELECTRIC PWR
$49K
SRJSPARTANNASH CO
$46K
INGRINGREDION INC
$40K
POLYONE CORP
$37K
FSLRFIRST SOLAR INC
$32K
GASSSTEALTHGAS INC
$28K
WOORI BK
$25K
EPCEDGEWELL PERS CARE CO
$24K
CIMCHIMERA INVT CORP
$10K
DGDOLLAR GEN CORP NEW
$2K
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