Instuitional Investor - Kcm Capital Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Sandisk Corp	SNDK	130,000	$82,594,200	13.28%
2.	Sandisk CorpCALL	SNDK	410,000	$61,155,150	9.84%
3.	Nvidia Corp	NVDA	300,000	$52,320,000	8.42%
4.	Micron Technology Inc	MU	150,000	$50,676,000	8.15%
5.	Eli Lilly & Co	LLY	40,000	$36,790,800	5.92%