Instuitional Investor - Kcm Capital Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Sandisk Corp	SNDK	241,701	$57,374,983	10.97%
2.	Nvidia Corp	NVDA	300,000	$55,950,000	10.7%
3.	Eli Lilly & Co	LLY	40,000	$42,987,200	8.22%
4.	Carnival Plc	CUK	1,200,000	$36,648,000	7.01%
5.	Amazon Com Inc	AMZN	155,000	$35,777,100	6.84%