Instuitional Investor - Harbor Island Capital Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Applied Materials Inc	AMAT	232,599	$37,697,320	18.69%
2.	Lam Research Corp	LRCX	39,902	$31,253,641	15.5%
3.	Apple Inc.	AAPL	98,738	$19,010,027	9.42%
4.	Microsoft Corp	MSFT	42,351	$15,925,670	7.89%
5.	Wells Fargo & Company	WFC	279,964	$13,779,828	6.83%