Lumentum Holdings Inc. (LITE)

Lumentum Holdings Inc.

LITE

Super Fund	Position	Shares	Curr. Value	Port. %	Activity
Atreides Management	Equity	1,875,257	$116,903,521	4.25%	+6.83%

Total Shares Held: 1,875,257

Total Value Reported: $116,903,521

Average Allocation per Portfolio 4.25%

Largest Single Portfolio Allocation: 4.25%

Largest Shareholder: Atreides Management

Change in Total Shares Held (Q on Q): +119,938

Percentage Change in Shares Held (Q on Q): 6.83%

Number of Current Holders: 1

Number of New Holders (Q on Q): 0

Number of Funds with Additions (Q on Q): 1

Number of Funds with Deductions (Q on Q): 0

Number of Funds Fully Divested (Q on Q): 0

Number of Funds with No Change (Q on Q): 0