Instuitional Investor - Dilation Capital Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Boeing Co	BA	113,002	$24,389,222	12.09%
2.	Nvidia Corp	NVDA	97,796	$18,246,778	9.04%
3.	Horton D R Inc	DHI	79,015	$13,390,672	6.64%
4.	Affirm Holdings Inc.	AFRM	179,403	$13,110,771	6.5%
5.	Canadian Pacific Railway Ltd	CP	170,269	$12,683,338	6.29%