Instuitional Investor - Contour Asset Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Oracle Corp	ORCL	3,338,950	$352,025,499	9.56%
2.	Trimble Inc.	TRMB	5,304,817	$282,216,264	7.66%
3.	Microsoft Corp	MSFT	737,510	$277,333,260	7.53%
4.	Pinterest Inc.	PINS	6,963,200	$257,916,928	7%
5.	Netflix Inc	NFLX	528,200	$257,170,016	6.98%