Hedge Fund - Intermede Investment Partners

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No. Security Ticker Shares Value (x$1000) Activity % Port
1. GOOG 106,486 $266,888 +5% 6.06%
2. SCHW 3,501,282 $254,928 -2% 5.79%
3. DHR 928,087 $249,061 +5% 5.66%
4. SPGI 522,643 $214,519 -3% 4.87%
5. TSM 1,746,735 $209,888 -2% 4.77%