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Institutional Investment Manager
KAVI ASSET MANAGEMENT, LP
KAVI ASSET MANAGEMENT, LP (CIK: 0001641042). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Original 13F HR (0001641042-17-000003) filed in 2017.05.12
#
Name
Shares
Value ($)
%
Options
Notes
1 ALIBABA GROUP HLDG LTD 106,000 11,430 7.96%
2 CIT GROUP INC 217,600 9,342 6.51%
3 ILG INC 400,400 8,392 5.85%
4 YANDEX N V 370,300 8,121 5.66%
5 ALIBABA GROUP HLDG LTD 71,000 7,656 5.33% Call
6 CROWN CASTLE INTL CORP NEW 78,300 7,395 5.15%
7 SALESFORCE COM INC 85,400 7,045 4.91%
8 TAKE-TWO INTERACTIVE SOFTWAR 113,400 6,721 4.68%
9 WYNN RESORTS LTD 47,900 5,490 3.82%
10 INVITATION HOMES INC COM ADDED 250,000 5,458 3.80%
11 NORWEGIAN CRUISE LINE HLDG L 105,700 5,362 3.73%
12 PRICELINE GRP INC 2,760 4,913 3.42%
13 STEWART INFORMATION SVCS COR 107,586 4,753 3.31%
14 FIDELITY NATIONAL FINANCIAL IN FNFV GROUP COM 346,700 4,594 3.20%
15 New York REIT Inc 455,000 4,409 3.07%
16 VIAVI SOLUTIONS INC 375,500 4,025 2.80%
17 58 COM INC 107,500 3,804 2.65%
18 HUBBELL INC 30,900 3,707 2.58%
19 XPERI CORP 109,000 3,701 2.58%
20 CAESARS ACQUISITION CO CL A 238,700 3,676 2.56%
21 QORVO INC 52,700 3,613 2.52%
22 CONDUENT INC 179,300 3,011 2.10%
23 MAGNACHIP SEMICONDUCTOR CORP 286,455 2,736 1.91%
24 OOMA INC 243,953 2,427 1.69%
25 LUMENTUM HLDGS INC COM 41,500 2,214 1.54%
26 EVERI HLDGS INC 446,000 2,136 1.49%
27 ABEONA THERAPEUTICS INC 365,600 1,828 1.27%
28 AMERICAN INTL GROUP INC 78,300 1,673 1.17%
29 ATLANTIC CAP BANCSHARES INC COM 49,300 934 0.65%
30 Sun Bancorp Inc/NJ 32,600 795 0.55%
31 KEARNY FINL CORP MD COM 51,000 768 0.53%
32 CAPITOL FED FINL INC 50,000 732 0.51%
33 TFS FINL CORP 42,300 702 0.49%