Instuitional Investor - Naya Capital Management Uk Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Applied Materials Inc	AMAT	2,398,563	$348,079,463	31.46%
2.	Woodward Inc.	WWD	1,582,095	$288,716,517	26.1%
3.	Canadian Pacific Railway Ltd	CP	4,063,480	$285,296,931	25.79%
4.	Ferguson Enterprises Inc		1,149,510	$184,185,987	16.65%
5.	Oracle Corp	ORCL	0	$0	0%