| Fund Name: | Arvin Capital Management |
| Manager | Rohan Varavadekar |
| Portfolio Value | $553,848,353 |
| Change This QTR | +1.13% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | TAC | 3,107,000 | $42,472,690 | +6% | 7.67% | ||
| 2. | TMO | 82,470 | $39,999,599 | +59% | 7.22% | ||
| 3. | AMTM | 1,636,492 | $39,193,983 | -24% | 7.08% | ||
| 4. | DHR | 145,900 | $28,926,134 | -2% | 5.22% | ||
| 5. | CRS | 101,700 | $24,971,418 | +58% | 4.51% |