Instuitional Investor - Contravisory Investment Management, Inc.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Kla Corp	KLAC	78,226	$23,601,566	4.17%
2.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	41,758	$19,942,368	3.52%
3.	U B S Ag	UBS	276,622	$13,709,386	2.42%
4.	Alphabet Inc.	GOOGL	38,104	$13,463,286	2.38%
5.	Cisco Systems Inc.	CSCO	113,244	$13,301,640	2.35%