$AJRD

MICHAEL BURRY PORTFOLIO UPDATE STARTED A POSITION IN THESE 7 $BABA $JD $MGM $SKYM $COHR $BKI $WWW SOLD ALL OF HIS SHARES IN $CHTR $AJRD $LILAK $CXW AND SOLD 50% OF HIS $GEO POSITION

RECAP 10/31 Unusual Puts: $WDC Dec08 28 P $GOOGL Nov04 91 P $INVZ Jan-24 5 P $AJRD Nov 45/40 P Spd $SD Nov 15 P $NU Dec 4 P

$WDC Dec08 28 P $GOOGL Nov04 91 P $INVZ Jan-24 5 P $AJRD Nov 45/40 P Spd $SD Nov 15 P $NU Dec 4 P

ELLIOTT MANAGEMENT ADDS $AJRD, $PINS, $PYPL, $EDR, $WDC IN 2Q: 13F

Top Earnings Fri 7/29 Aft: $E $SAN . Top Earnings Mon 8/1 Pre: $AJRD $AMG $ALX $ARLP $BON $BLDR $CRNT $CERE $CHKP $CNA $GPN $J $JELD $K $LIND $L $ON $RNGR

RECAP 12/16 Chatter: $BA - Losing Quantas & KLM Orders $SIX + Activist $AFRM $SQ $PYPL - CFPB $POSH + EU Expansion $AVGO $SWKS - $AAPL in house wireless chips $AJRD + $LMT $K + Tentative union deal

$AJRD and $CYBR did you have thoughts Dros