EFTA02602511.pdf

From: Paul Barrett < Sent: Wednesday, August 1, 2018 4:10 PM To: Jeffrey E. Cc: Subject: PLN Hedge to roll 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 PLN16S. 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 5878K USD via the hedge. I don't have a view on PLN and wo=ld rather not have the exposure. We could roll for 3 months. Paul Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor,=New York, NY 10019 (0) <=P> <mailto EFTA_R1_01790946 EFTA02602511