Instuitional Investor - Havemeyer Place Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	A R M Holdings Plc	ARMH	64,097	$9,696,594	1.12%
2.	Cummins Inc	CMI	17,771	$9,561,153	1.1%
3.	Autodesk Inc.	ADSK	37,959	$9,087,385	1.05%
4.	Nvidia Corp	NVDA	47,936	$8,360,038	0.96%
5.	Blackstone Inc.	BX	71,612	$8,234,664	0.95%