Instuitional Investor - Leeward Investments, Llc - Ma

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Lumentum Holdings Inc.	LITE	296,117	$48,181,188	2.46%
2.	Encompass Health Corp	EHC	341,734	$43,407,038	2.22%
3.	First Horizon Corp	FHN	1,727,859	$39,066,887	2%
4.	Clean Harbors Inc	CLH	149,218	$34,651,332	1.77%
5.	Newmark Group Inc.	NMRK	1,807,150	$33,703,348	1.72%