Beaconlight Capital’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-500,000	Closed	-$2.64M	–	16
2013 Q4	$2.64M	Buy	500,000 +130,000	+35%	+$687K	3.44%	12
2013 Q3	$1.59M	Buy	+370,000	New	+$1.59M	1.93%	13