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The Manager, Announcements ASX Market Announcements Office 4th Floor, 20 Bridge Street SYDNEY NSW 2000 By E-lodgement 29 August 2019 Dear Manager Please refer to the following page for details of the K2 Global Equities Fund portfolio as at 30 June 2019. Yours sincerely Hollie Wight Executive Director K2 Asset Management Ltd as responsible entity for K2 Global Equities Fund For personal use only Abbott Laboratories 1.3% Macquarie Group Ltd 2.1% AIA Group Ltd 1.9% Mastercard Inc 1.2% Alcoa Corp 0.8% McDonald's Corp 0.9% Alphabet Inc Class A 0.9% MediaTek Inc 1.7% Amcor PLC 1.4% Medical Developments International Ltd 1.6% Aristocrat Leisure Ltd 1.4% Melco International Development Ltd 1.0% Austal Ltd 2.0% Microsoft Corp 1.1% Axsesstoday Ltd 2.6% Moelis Australia Ltd 2.1% Boston Scientific Corp 1.1% National Tyre & Wheel Ltd 0.4% Cedar Woods Properties Ltd 1.9% Nufarm Ltd 0.6% Centene Corp 0.8% Origin Energy Ltd 1.3% Challenger Ltd 1.1% Paradigm Biopharmaceuticals Ltd 1.5% China Unicom Hong Kong Ltd 1.1% Raytheon Co 1.0% Coronado Global Resources Inc 1.1% Ryman Healthcare Ltd 1.2% CYBG PLC 1.2% Samsung Electronics Co Ltd 0.7% Domino's Pizza Enterprises Ltd -0.6% Scales Corp Ltd 1.8% Dow Inc 0.8% Seven Group Holdings Ltd 2.8% DuPont de Nemours Inc 0.5% Southern Cross Electrical Engineering Ltd 0.1% eCobalt Solutions Inc 0.0% St James's Place PLC 1.0% Elanor Investor Group 2.0% Svenska Handelsbanken AB 1.5% Flight Centre Travel Group Ltd 1.0% Take-Two Interactive Software Inc 0.8% Genworth Mortgage Insurance Australia Ltd -1.5% Toronto-Dominion Bank 2.0% Goldman Sachs Group Inc 1.5% TOWER Ltd 1.2% Home Depot Inc 1.3% Treasury Wine Estates Ltd -0.6% Hotel Property Investments -1.0% Uber Technologies Inc -0.1% Infineon Technologies AG 0.7% UnitedHealth Group Inc 1.2% IRESS Ltd -0.2% US Bancorp 1.0% iShares FTSE A50 China Index ETF 1.3% Visa Inc 2.2% James Hardie Industries PLC 1.0% Webjet Ltd 1.1% JPMorgan Chase & Co 1.1% Wells Fargo & Co 2.5% Keysight Technologies Inc 0.8% WorleyParsons Ltd 1.9% Kina Securities Ltd 2.0% Cash (various currencies) 28.1% Lonking Holdings Ltd 1.6% For personal use only .

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The Liquor Industry
The liquor industry Technical Brief No. 14 Aug 2012 ISSN 1836-9014 David Richardson Technical Brief About TAI The Australia Institute is an independent public policy think tank based in Canberra. It is funded by donations from philanthropic trusts and individuals, memberships and commissioned research. Since its launch in 1994, the Institute has carried out highly influential research on a broad range of economic, social and environmental issues. Our philosophy As we begin the 21st century, new dilemmas confront our society and our planet. Unprecedented levels of consumption co-exist with extreme poverty. Through new technology we are more connected than we have ever been, yet civic engagement is declining. Environmental neglect continues despite heightened ecological awareness. A better balance is urgently needed. The Australia Institute’s directors, staff and supporters represent a broad range of views and priorities. What unites us is a belief that through a combination of research and creativity we can promote new solutions and ways of thinking. Our purpose—‘Research that matters’ The Institute aims to foster informed debate about our culture, our economy and our environment and bring greater accountability to the democratic process. Our goal is to gather, interpret and communicate evidence in order to both diagnose the problems we face and propose new solutions to tackle them. The Institute is wholly independent and not affiliated with any other organisation. As an Approved Research Institute, donations to its Research Fund are tax deductible for the donor. Anyone wishing to donate can do so via the website at https://www.tai.org.au or by calling the Institute on 02 6206 8700.
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