Instuitional Investor - Contour Asset Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Trimble Inc.	TRMB	3,789,049	$287,891,943	9.41%
2.	Block Inc.	XYZ	3,624,813	$246,233,547	8.05%
3.	Iron Mountain Inc	IRM	2,335,348	$239,536,645	7.83%
4.	Take Two Interactive Software Inc	TTWO	843,442	$204,829,889	6.7%
5.	Qorvo Inc.	QRVO	2,368,650	$201,122,072	6.58%