Instuitional Investor - Caledonia Investments Plc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Philip Morris International Inc.	PM	702,563	$127,044,467	14.38%
2.	Texas Instruments Inc	TXN	397,000	$118,278,210	13.39%
3.	Watsco Inc	WSO	232,927	$97,067,669	10.99%
4.	Microsoft Corp	MSFT	199,317	$74,299,398	8.41%
5.	Fastenal Co	FAST	1,385,112	$66,513,078	7.53%