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Instuitional Investor - Farmhouse Investment Management Llc

Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. WFC 394,340 $23,925 14.91%
2. SCHW 448,800 $23,055 14.37%
3. APA 347,500 $14,671 9.14%
4. CPN 839,000 $12,694 7.91%
Waste Connections Inc Com
174,507 $12,380 7.71%