Peconic Partners’s Wolfspeed WOLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-39,900	Closed	-$2.26M	–	73
2014 Q1	$2.26M	Buy	+39,900	New	+$2.26M	0.21%	36
2013 Q4	–	Sell	-50,000	Closed	-$3.01M	–	89
2013 Q3	$3.01M	Buy	+50,000	New	+$3.01M	0.37%	37