Instuitional Investor - Capricorn Fund Managers Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Carvana Co.	CVNA	2,375,000	$29,866,100	4.66%
2.	Bank Of America Corp	BAC	537,000	$26,178,750	4.08%
3.	Zymeworks Inc.	ZYME	1,007,210	$25,220,538	3.93%
4.	Axogen Inc.	AXGN	687,600	$22,780,188	3.55%
5.	Kkr & Co. Inc.	KKR	212,000	$19,610,000	3.06%