Instuitional Investor - Generali Powszechne Towarzystwo Emerytalne

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Roblox Corp	RBLX	425,000	$24,773,250	7.83%
2.	Take Two Interactive Software Inc	TTWO	100,300	$20,787,175	6.57%
3.	Microsoft Corp	MSFT	54,118	$20,315,356	6.42%
4.	Crocs Inc.	CROX	183,000	$19,434,600	6.14%
5.	Sentinelone Inc.	S	1,063,223	$19,329,394	6.11%