Instuitional Investor - Capital Management Associates

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Bloom Energy Corp	BE	17,900	$5,418,330	6.97%
2.	Alphabet Inc.	GOOGL	12,000	$4,288,440	5.52%
3.	Quanta Services Inc.	PWR	5,600	$4,032,224	5.19%
4.	Nvidia Corp	NVDA	19,400	$3,881,746	4.99%
5.	Palo Alto Networks Inc	PANW	10,000	$3,410,200	4.39%