Instuitional Investor - Firetrail Investments Pty Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Alphabet Inc.	GOOG	82,374	$12,649,351	9.32%
2.	Microsoft Corp	MSFT	28,924	$11,850,741	8.73%
3.	Micron Technology Inc	MU	96,330	$8,581,076	6.32%
4.	Visa Inc.	V	26,805	$7,335,456	5.4%
5.	Booking Holdings Inc.	BKNG	2,066	$7,334,775	5.4%