Instuitional Investor - Arrow Capital Pty Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Delta Air Lines Inc.	DAL	120,000	$8,328,000	7.98%
2.	Walmart Inc.	WMT	70,000	$7,798,700	7.47%
3.	Taiwan Semiconductor Mfg Co Ltd	TSM	25,000	$7,597,250	7.28%
4.	Wheaton Precious Metals Corp.	WPM	60,000	$7,051,200	6.76%
5.	Alphabet Inc.	GOOGL	22,500	$7,042,500	6.75%