Instuitional Investor - Harbor Island Capital Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Lam Research Corp	LRCX	128,181	$42,108,740	15.23%
2.	Applied Materials Inc	AMAT	80,169	$40,996,823	14.83%
3.	Apple Inc.	AAPL	67,349	$22,428,564	8.11%
4.	Kla Corp	KLAC	114,826	$22,383,032	8.1%
5.	Warner Bros. Discovery Inc.	WBD	618,510	$19,142,885	6.92%