Instuitional Investor - Drum Hill Capital, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Scottsdale Funds		231,279	$13,610,770	14.73%
2.	Newmont Corp	NEM	79,644	$6,714,786	7.27%
3.	Ericsson L M Telephone Co	ERIC	713,602	$5,901,489	6.39%
4.	Simplify Exchange Traded Fun		112,121	$5,400,885	5.85%
5.	Borgwarner Inc	BWA	122,427	$5,381,891	5.82%