Instuitional Investor - Lateef Investment Management, L.p.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Talen Energy Corp	TLN	161,812	$68,831,589	8.23%
2.	Nvidia Corp	NVDA	357,684	$66,736,589	7.98%
3.	Microsoft Corp	MSFT	124,244	$64,351,995	7.69%
4.	Amazon Com Inc	AMZN	271,914	$59,704,156	7.14%
5.	Ferguson Enterprises Inc Com		168,969	$37,947,058	4.54%