Instuitional Investor - Dilation Capital Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Boeing Co	BA	86,599	$18,145,088	9.67%
2.	Nvidia Corp	NVDA	111,411	$17,601,824	9.38%
3.	Canadian Pacific Railway Ltd	CP	163,164	$12,934,010	6.89%
4.	Affirm Holdings Inc.	AFRM	184,450	$12,752,873	6.79%
5.	Celestica Inc	CLS	75,710	$11,819,088	6.3%