Instuitional Investor - Four Tree Island Advisory Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Lam Research Corp	LRCX	227,800	$98,712,574	32.55%
2.	Applied Materials Inc	AMAT	54,300	$39,258,900	12.95%
3.	Mueller Industries Inc	MLI	466,542	$28,676,004	9.46%
4.	Willis Lease Finance Corp	WLFC	973,440	$24,747,008	8.16%
5.	Jackson Financial Inc.	JXN	237,465	$24,314,041	8.02%