Instuitional Investor - Nepsis Capital Management, Inc.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Uber Technologies Inc	UBER	222,924	$20,798,809	5.79%
2.	Super Micro Computer Inc.	SMCI	401,439	$19,674,525	5.48%
3.	Advanced Micro Devices Inc	AMD	134,635	$19,104,707	5.32%
4.	Visa Inc.	V	53,272	$18,914,158	5.27%
5.	Chubb Ltd	CB	61,648	$17,860,760	4.97%