Instuitional Investor - Havemeyer Place Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Kla Corp	KLAC	47,609	$14,364,111	1.42%
2.	Microsoft Corp	MSFT	37,809	$14,103,513	1.39%
3.	Ford Motor Co	F	799,856	$11,117,998	1.1%
4.	Thermo Fisher Scientific Inc.	TMO	20,086	$10,070,317	0.99%
5.	Caseys General Stores Inc	CASY	12,574	$9,993,689	0.99%