Instuitional Investor - Lateef Investment Management, L.p.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	A R M Holdings Plc	ARMH	237,291	$68,733,711	7.87%
2.	Nvidia Corp	NVDA	286,211	$65,364,872	7.49%
3.	Palo Alto Networks Inc	PANW	125,625	$49,912,069	5.72%
4.	Phillips 66	PSX	186,683	$47,662,037	5.46%
5.	Microsoft Corp	MSFT	91,331	$46,843,569	5.37%