From: jeffrey E. <[email protected]> Sent: Wednesday, August 1, 2018 4:14 PM To: Paul Barrett; Richard Kahn Subject: Re: PLN Hedge to roll close out both postions On Wed, Aug 1, 2018 at 12:09 PM, Paul Barr=tt < <mailto wrote: Jeffrey We are still long 20,000 shares of CD Projekt (Polis= gaming stock). We bought the stock back in April at PLN120. Currently at =LN204. So up around $411K on this remaining tranche. We did take profits o= the other half at PLN165. > > I think we should hold the position. If you agree I =ould like to roll the PLN hedge that is maturing tomorrow. We are short 3.=MM PLN vs $878K USD via the hedge. I don't have a view on PLN and =ould rather not have the exposure. We could roll for 3 months. Paul Paul Barrett Alpha Group Capital LLC 142 W 57 <https://maps.google.com/?q=142+W+57&=entry=gmail&source=g> th Street, llth<=sup> Floor, New York, NY 10019 (o) (c) <1=> <mailto EFTA_R1_01791199 EFTA02602661

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