BlueDrive Global Investors LLP Activity Q4 2017-Q3 2023

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Q2 2023

			Value		Shares		↓ Weighting
LW	New	LAMB WESTON HLDGS INC	$29,377,657	–	255,569	–	41.01%	–
TMUS	New	T-MOBILE US INC	$20,946,120	–	150,800	–	29.24%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$12,519,170	–	150,200	–	17.48%	–
AMZN	New	AMAZON COM INC	$8,595,938	–	65,940	–	12.00%	–
HLF	New	HERBALIFE LTD	$200,811	–	15,167	–	0.28%	–

Q4 2022

			Value		Shares		↓ Weighting
NFLX	Exit	NETFLIX INC	$0	–	-8,900	–	-2.03%	–
HLF	Exit	HERBALIFE NUTRITION LTD	$0	–	-510,628	–	-9.84%	–
AMZN	Exit	AMAZON COM INC	$0	–	-91,540	–	-10.02%	–
BABA	Exit	ALIBABA GROUP HLDG LTDsponsored ads	$0	–	-136,100	–	-10.55%	–
UBER	Exit	UBER TECHNOLOGIES INC	$0	–	-419,100	–	-10.76%	–
TMUS	Exit	T-MOBILE US INC	$0	–	-209,400	–	-27.23%	–
LW	Exit	LAMB WESTON HLDGS INC	$0	–	-394,260	–	-29.56%	–

Q3 2022

			Value		Shares		↓ Weighting
LW	Sell	LAMB WESTON HLDGS INC	$30,508,000	-20.9%	394,260	-27.0%	29.56%	+8.3%
TMUS	Sell	T-MOBILE US INC	$28,095,000	-27.2%	209,400	-27.0%	27.23%	-0.3%
UBER	Sell	UBER TECHNOLOGIES INC	$11,106,000	-5.4%	419,100	-27.0%	10.76%	+29.5%
BABA	Sell	ALIBABA GROUP HLDG LTDsponsored ads	$10,887,000	-48.6%	136,100	-27.0%	10.55%	-29.6%
AMZN	Sell	AMAZON COM INC	$10,344,000	-30.2%	91,540	-34.4%	10.02%	-4.4%
HLF	Sell	HERBALIFE NUTRITION LTD	$10,156,000	-29.0%	510,628	-27.0%	9.84%	-2.7%
NFLX	Sell	NETFLIX INC	$2,095,000	-1.0%	8,900	-26.4%	2.03%	+35.6%

Q2 2022

			Value		Shares		↓ Weighting
LW	New	LAMB WESTON HLDGS INC	$38,586,000	–	539,960	–	27.30%	–
TMUS	New	T-MOBILE US INC	$38,586,000	–	286,800	–	27.30%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$21,190,000	–	186,400	–	14.99%	–
AMZN	New	AMAZON COM INC	$14,821,000	–	139,540	–	10.48%	–
HLF	New	HERBALIFE NUTRITION LTD	$14,303,000	–	699,428	–	10.12%	–
UBER	New	UBER TECHNOLOGIES INC	$11,746,000	–	574,100	–	8.31%	–
NFLX	New	NETFLIX INC	$2,116,000	–	12,100	–	1.50%	–

Q4 2021

			Value		Shares		↓ Weighting
KMX	Exit	CARMAX INC	$0	–	-7,701	–	-0.32%	–
DLTR	Exit	DOLLAR TREE INC	$0	–	-11,300	–	-0.35%	–
AZO	Exit	AUTOZONE INC	$0	–	-4,940	–	-2.71%	–
LYFT	Exit	LYFT INC	$0	–	-202,400	–	-3.50%	–
NYT	Exit	NEW YORK TIMES COcl a	$0	–	-334,700	–	-5.32%	–
NFLX	Exit	NETFLIX INC	$0	–	-30,900	–	-6.09%	–
BABA	Exit	ALIBABA GROUP HLDG LTDsponsored ads	$0	–	-184,900	–	-8.83%	–
UBER	Exit	UBER TECHNOLOGIES INC	$0	–	-708,500	–	-10.24%	–
HLF	Exit	HERBALIFE NUTRITION LTD	$0	–	-953,028	–	-13.03%	–
LW	Exit	LAMB WESTON HLDGS INC	$0	–	-735,860	–	-14.57%	–
AMZN	Exit	AMAZON COM INC	$0	–	-14,782	–	-15.67%	–
TMUS	Exit	T-MOBILE US INC	$0	–	-469,800	–	-19.37%	–

Q3 2021

			Value		Shares		↓ Weighting
TMUS	Sell	T-MOBILE US INC	$60,022,000	-27.1%	469,800	-17.4%	19.37%	-2.8%
AMZN	Sell	AMAZON COM INC	$48,559,000	-20.3%	14,782	-16.5%	15.67%	+6.4%
LW	Buy	LAMB WESTON HLDGS INC	$45,160,000	+35.9%	735,860	+78.7%	14.57%	+81.3%
HLF	Sell	HERBALIFE NUTRITION LTD	$40,389,000	-26.0%	953,028	-8.0%	13.03%	-1.3%
UBER	New	UBER TECHNOLOGIES INC	$31,741,000	–	708,500	–	10.24%	–
BABA	Sell	ALIBABA GROUP HLDG LTDsponsored ads	$27,374,000	-39.9%	184,900	-8.0%	8.83%	-19.9%
NFLX	Sell	NETFLIX INC	$18,860,000	-58.7%	30,900	-64.3%	6.09%	-44.9%
NYT	Sell	NEW YORK TIMES COcl a	$16,491,000	-35.3%	334,700	-42.8%	5.32%	-13.7%
LYFT	New	LYFT INC	$10,847,000	–	202,400	–	3.50%	–
AZO	Sell	AUTOZONE INC	$8,388,000	-32.6%	4,940	-40.8%	2.71%	-10.1%
KMX	Sell	CARMAX INC	$985,000	-95.7%	7,701	-95.7%	0.32%	-94.3%
MAR	Exit	MARRIOTT INTL INC NEWcl a	$0	–	-213,344	–	-7.05%	–

Q2 2021

			Value		Shares		↓ Weighting
TMUS	New	T-MOBILE US INC	$82,336,000	–	568,500	–	19.92%	–
AMZN	New	AMAZON COM INC	$60,891,000	–	17,700	–	14.73%	–
HLF	New	HERBALIFE NUTRITION LTD	$54,614,000	–	1,035,728	–	13.21%	–
NFLX	New	NETFLIX INC	$45,690,000	–	86,500	–	11.05%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$45,560,000	–	200,900	–	11.02%	–
LW	New	LAMB WESTON HLDGS INC	$33,221,000	–	411,860	–	8.04%	–
MAR	New	MARRIOTT INTL INC NEWcl a	$29,126,000	–	213,344	–	7.05%	–
NYT	New	NEW YORK TIMES COcl a	$25,477,000	–	585,000	–	6.16%	–
KMX	New	CARMAX INC	$22,904,000	–	177,346	–	5.54%	–
AZO	New	AUTOZONE INC	$12,445,000	–	8,340	–	3.01%	–
DLTR	New	DOLLAR TREE INC	$1,124,000	–	11,300	–	0.27%	–

Q4 2020

			Value		Shares		↓ Weighting
AZO	Exit	AUTOZONE INC	$0	–	-16,700	–	-5.03%	–
TTWO	Exit	TAKE-TWO INTERACTIVE SOFTWAR	$0	–	-141,033	–	-5.96%	–
LEA	Exit	LEAR CORP	$0	–	-248,481	–	-6.93%	–
NOMD	Exit	NOMAD FOODS LTD	$0	–	-1,184,826	–	-7.72%	–
W	Exit	WAYFAIR INCcl a	$0	–	-104,557	–	-7.78%	–
DLTR	Exit	DOLLAR TREE INC	$0	–	-354,200	–	-8.27%	–
MAR	Exit	MARRIOTT INTL INC NEWcl a	$0	–	-384,645	–	-9.10%	–
STZ	Exit	CONSTELLATION BRANDS INCcl a	$0	–	-201,900	–	-9.78%	–
CMCSA	Exit	COMCAST CORP NEWcl a	$0	–	-889,000	–	-10.51%	–
KMX	Exit	CARMAX INC	$0	–	-523,900	–	-12.31%	–
TMUS	Exit	T-MOBILE US INC	$0	–	-568,500	–	-16.62%	–

Q3 2020

			Value		Shares		↓ Weighting
TMUS	Buy	T-MOBILE US INC	$65,014,000	+161.3%	568,500	+138.0%	16.62%	+97.7%
KMX	New	CARMAX INC	$48,152,000	–	523,900	–	12.31%	–
CMCSA	Sell	COMCAST CORP NEWcl a	$41,125,000	-26.6%	889,000	-38.1%	10.51%	-44.5%
STZ	Buy	CONSTELLATION BRANDS INCcl a	$38,262,000	+28.6%	201,900	+18.8%	9.78%	-2.7%
MAR	Buy	MARRIOTT INTL INC NEWcl a	$35,610,000	+68.9%	384,645	+56.4%	9.10%	+27.8%
DLTR	Sell	DOLLAR TREE INC	$32,353,000	-16.6%	354,200	-15.4%	8.27%	-36.9%
NOMD	Sell	NOMAD FOODS LTD	$30,189,000	-21.0%	1,184,826	-33.5%	7.72%	-40.2%
LEA	New	LEAR CORP	$27,097,000	–	248,481	–	6.93%	–
TTWO	Buy	TAKE-TWO INTERACTIVE SOFTWAR	$23,301,000	+27.0%	141,033	+7.3%	5.96%	-3.9%
AZO	Sell	AUTOZONE INC	$19,667,000	-18.5%	16,700	-22.0%	5.03%	-38.4%
EXPE	Exit	EXPEDIA GROUP INC	$0	–	-74,800	–	-2.08%	–
AMZN	Exit	AMAZON COM INC	$0	–	-6,500	–	-6.06%	–

Q2 2020

			Value		Shares		↓ Weighting
CMCSA	New	COMCAST CORP NEWcl a	$56,018,000	–	1,437,100	–	18.93%	–
DLTR	New	DOLLAR TREE INC	$38,805,000	–	418,700	–	13.11%	–
NOMD	New	NOMAD FOODS LTD	$38,197,000	–	1,780,726	–	12.91%	–
STZ	New	CONSTELLATION BRANDS INCcl a	$29,742,000	–	170,000	–	10.05%	–
TMUS	New	T-MOBILE US INC	$24,881,000	–	238,900	–	8.41%	–
AZO	New	AUTOZONE INC	$24,142,000	–	21,400	–	8.16%	–
MAR	New	MARRIOTT INTL INC NEWcl a	$21,085,000	–	245,945	–	7.12%	–
W	New	WAYFAIR INCcl a	$20,662,000	–	104,557	–	6.98%	–
TTWO	New	TAKE-TWO INTERACTIVE SOFTWAR	$18,344,000	–	131,433	–	6.20%	–
AMZN	New	AMAZON COM INC	$17,932,000	–	6,500	–	6.06%	–
EXPE	New	EXPEDIA GROUP INC	$6,149,000	–	74,800	–	2.08%	–

Q4 2019

			Value		Shares		↓ Weighting
AZO	Exit	AUTOZONE INC	$0	–	-22,817	–	-7.39%	–
SHW	Exit	SHERWIN WILLIAMS CO	$0	–	-47,500	–	-7.80%	–
NOMD	Exit	NOMAD FOODS LTD	$0	–	-1,335,785	–	-8.18%	–
VMC	Exit	VULCAN MATLS CO	$0	–	-214,680	–	-9.69%	–
STZ	Exit	CONSTELLATION BRANDS INCcl a	$0	–	-184,900	–	-11.44%	–
BKNG	Exit	BOOKING HLDGS INC	$0	–	-20,900	–	-12.25%	–
TTWO	Exit	TAKE-TWO INTERACTIVE SOFTWAR	$0	–	-331,833	–	-12.42%	–
LW	Exit	LAMB WESTON HLDGS INC	$0	–	-659,187	–	-14.31%	–
CMCSA	Exit	COMCAST CORP NEWcl a	$0	–	-1,227,500	–	-16.52%	–

Q3 2019

			Value		Shares		↓ Weighting
CMCSA	Sell	COMCAST CORP NEWcl a	$55,336,000	-15.6%	1,227,500	-20.8%	16.52%	-2.1%
LW	New	LAMB WESTON HLDGS INC	$47,936,000	–	659,187	–	14.31%	–
TTWO	Sell	TAKE-TWO INTERACTIVE SOFTWAR	$41,592,000	+6.5%	331,833	-3.6%	12.42%	+23.4%
BKNG	Sell	BOOKING HLDGS INC	$41,019,000	-41.7%	20,900	-44.3%	12.25%	-32.4%
STZ	Sell	CONSTELLATION BRANDS INCcl a	$38,326,000	-8.9%	184,900	-13.4%	11.44%	+5.6%
VMC	Buy	VULCAN MATLS CO	$32,468,000	+30.6%	214,680	+18.6%	9.69%	+51.4%
NOMD	Sell	NOMAD FOODS LTD	$27,384,000	-13.3%	1,335,785	-9.6%	8.18%	+0.6%
AZO	Buy	AUTOZONE INC	$24,748,000	+24.9%	22,817	+26.6%	7.39%	+44.8%
CHTR	Exit	CHARTER COMMUNICATIONS INC Ncl a	$0	–	-55,500	–	-5.65%	–
ZAYO	Exit	ZAYO GROUP HLDGS INC	$0	–	-725,500	–	-6.15%	–
DLTR	Exit	DOLLAR TREE INC	$0	–	-255,900	–	-7.08%	–

Q2 2019

			Value		Shares		↓ Weighting
BKNG	New	BOOKING HLDGS INC	$70,302,000	–	37,500	–	18.11%	–
CMCSA	New	COMCAST CORP NEWcl a	$65,547,000	–	1,550,300	–	16.88%	–
STZ	New	CONSTELLATION BRANDS INCcl a	$42,066,000	–	213,600	–	10.83%	–
TTWO	New	TAKE-TWO INTERACTIVE SOFTWAR	$39,069,000	–	344,133	–	10.06%	–
NOMD	New	NOMAD FOODS LTD	$31,572,000	–	1,478,100	–	8.13%	–
DLTR	New	DOLLAR TREE INC	$27,481,000	–	255,900	–	7.08%	–
VMC	New	VULCAN MATLS CO	$24,864,000	–	181,080	–	6.40%	–
ZAYO	New	ZAYO GROUP HLDGS INC	$23,876,000	–	725,500	–	6.15%	–
CHTR	New	CHARTER COMMUNICATIONS INC Ncl a	$21,932,000	–	55,500	–	5.65%	–
SHW	New	SHERWIN WILLIAMS CO	$21,769,000	–	47,500	–	5.61%	–
AZO	New	AUTOZONE INC	$19,809,000	–	18,017	–	5.10%	–

Q4 2018

			Value		Shares		↓ Weighting
FLT	Exit	FLEETCOR TECHNOLOGIES INC	$0	–	-43,710	–	-3.47%	–
SPB	Exit	SPECTRUM BRANDS HLDGS INC NE	$0	–	-156,985	–	-4.08%	–
LW	Exit	LAMB WESTON HLDGS INC	$0	–	-204,569	–	-4.74%	–
SCHW	Exit	SCHWAB CHARLES CORP NEW	$0	–	-751,600	–	-12.86%	–
VMC	Exit	VULCAN MATLS CO	$0	–	-347,180	–	-13.44%	–
BKNG	Exit	BOOKING HLDGS INC	$0	–	-20,600	–	-14.23%	–
AZO	Exit	AUTOZONE INC	$0	–	-52,750	–	-14.24%	–
CHTR	Exit	CHARTER COMMUNICATIONS INC Ncl a	$0	–	-140,600	–	-15.95%	–
CMCSA	Exit	COMCAST CORP NEWcl a	$0	–	-1,377,900	–	-16.98%	–

Q3 2018

			Value		Shares		↓ Weighting
CMCSA	Buy	COMCAST CORP NEWcl a	$48,791,000	+32.8%	1,377,900	+23.1%	16.98%	+27.3%
CHTR	Buy	CHARTER COMMUNICATIONS INC Ncl a	$45,819,000	+33.1%	140,600	+19.8%	15.95%	+27.6%
AZO	Sell	AUTOZONE INC	$40,918,000	-17.6%	52,750	-28.7%	14.24%	-21.0%
BKNG	Buy	BOOKING HLDGS INC	$40,870,000	+348.0%	20,600	+357.8%	14.23%	+329.3%
VMC	Buy	VULCAN MATLS CO	$38,606,000	-9.8%	347,180	+4.7%	13.44%	-13.5%
SCHW	Buy	SCHWAB CHARLES CORP NEW	$36,941,000	+2.2%	751,600	+6.3%	12.86%	-2.0%
LW	Sell	LAMB WESTON HLDGS INC	$13,624,000	-64.8%	204,569	-63.8%	4.74%	-66.3%
SPB	New	SPECTRUM BRANDS HLDGS INC NE	$11,730,000	–	156,985	–	4.08%	–
FLT	Sell	FLEETCOR TECHNOLOGIES INC	$9,959,000	-32.3%	43,710	-37.4%	3.47%	-35.1%
ORLY	Exit	O REILLY AUTOMOTIVE INC NEW	$0	–	-47,400	–	-4.71%	–

Q2 2018

			Value		Shares		↓ Weighting
AZO	New	AUTOZONE INC	$49,649,000	–	74,000	–	18.04%	–
VMC	New	VULCAN MATLS CO	$42,794,000	–	331,580	–	15.54%	–
LW	New	LAMB WESTON HLDGS INC	$38,751,000	–	565,621	–	14.08%	–
CMCSA	New	COMCAST CORP NEWcl a	$36,731,000	–	1,119,500	–	13.34%	–
SCHW	New	SCHWAB CHARLES CORP NEW	$36,143,000	–	707,300	–	13.13%	–
CHTR	New	CHARTER COMMUNICATIONS INC Ncl a	$34,423,000	–	117,400	–	12.50%	–
FLT	New	FLEETCOR TECHNOLOGIES INC	$14,705,000	–	69,810	–	5.34%	–
ORLY	New	O REILLY AUTOMOTIVE INC NEW	$12,967,000	–	47,400	–	4.71%	–
BKNG	New	BOOKING HLDGS INC	$9,122,000	–	4,500	–	3.31%	–

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