Instuitional Investor - Leeward Investments, Llc - Ma

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Rogers Corp	ROG	328,731	$50,292,635	2.54%
2.	Clean Harbors Inc	CLH	130,704	$40,548,438	2.05%
3.	Encompass Health Corp	EHC	312,855	$38,008,779	1.92%
4.	Permian Resources Corp	PR	1,792,205	$37,851,382	1.91%
5.	Regal Rexnord Corp	RRX	206,147	$31,975,468	1.62%