Instuitional Investor - Farmhouse Investment Management Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. SPY 97,250 $28,273,000 15.02%
2. SCHW 448,800 $22,059,000 11.72%
3. APA 364,750 $17,388,000 9.24%
4. WCN 174,507 $13,920,000 7.39%
5. CELG 145,900 $13,057,000 6.94%