Instuitional Investor - Four Tree Island Advisory Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Lam Research Corp	LRCX	228,300	$48,778,578	24.62%
2.	Mueller Industries Inc	MLI	228,371	$25,303,507	12.77%
3.	Jackson Financial Inc.	JXN	231,842	$24,510,336	12.37%
4.	Applied Materials Inc	AMAT	57,758	$19,741,107	9.96%
5.	Willis Lease Finance Corp	WLFC	105,421	$17,948,979	9.06%