Ann: Change in substantial holding, page-33

Yes, as of end or March they were long Kazia. They were also short Amazon with puts worth 24% of the value of their portfolio. Amazon was then at 1950, got down to 1907 the next week and is now at 2442. Unknown if or at what price they covered the puts, but that was a big wrong-way bet. The top 4 "holdings" as of end of March were all puts on various companies. I didn't check to see how the others fared.Just for kicks I figured that if Anson still held the puts on Amazon, Kazia would have had to go to 79.09 (US) for Anson's gain on Kazia to make up for their loss on Amazon.