Discovery Capital Management’s Orion OEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-500,000	Closed	-$8.81M	–	126
2014 Q3	$8.81M	Buy	+500,000	New	+$8.81M	0.1%	72