Instuitional Investor - Absolute Investment Advisers Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Granite Construction Inc	GVA	15,000,000	$23,000,236	2.89%
2.	Halozyme Therapeutics Inc.	HALO	14,000,000	$19,678,400	2.47%
3.	Patrick Industries Inc	PATK	10,949,000	$17,792,125	2.23%
4.	Semtech Corp	SMTC	9,000,000	$17,685,000	2.22%
5.	Osi Systems Inc	OSIS	11,976,000	$17,350,230	2.18%