Instuitional Investor - Candelo Capital Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Teledyne Technologies Inc	TDY	15,401	$9,025,602	7.78%
2.	Tc Energy Corporation	TRP	134,195	$7,301,550	6.29%
3.	Union Pacific Corp	UNP	24,600	$5,814,702	5.01%
4.	Modine Manufacturing Co	MOD	39,053	$5,551,774	4.79%
5.	Quanta Services Inc.	PWR	13,018	$5,394,920	4.65%