Instuitional Investor - Lecap Asset Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Godaddy Inc.	GDDY	29,103	$2,470,263	1.06%
2.	Ingersoll Rand Inc.	IR	28,971	$2,375,332	1.02%
3.	Kroger Co	KR	42,334	$2,350,807	1.01%
4.	Horton D R Inc	DHI	14,215	$2,315,339	0.99%
5.	Nutanix Inc.	NTNX	45,373	$2,312,208	0.99%