Instuitional Investor - Dilation Capital Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Boeing Co	BA	125,077	$27,075,418	10.93%
2.	Sandisk Corp	SNDK	11,420	$25,965,997	10.48%
3.	Timken Co	TKR	165,945	$24,115,127	9.73%
4.	Genie Energy Ltd.	GNE	52,385	$19,577,846	7.9%
5.	Sherwin Williams Co	SHW	46,615	$16,050,477	6.48%