Instuitional Investor - Nepsis Capital Management, Inc.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	United Therapeutics Corp	UTHR	44,416	$18,619,631	5.9%
2.	Advanced Micro Devices Inc	AMD	114,115	$18,462,666	5.85%
3.	Shopify Inc.	SHOP	121,994	$18,129,528	5.75%
4.	Devon Energy Corp	DVN	470,612	$16,499,641	5.23%
5.	Super Micro Computer Inc.	SMCI	339,056	$16,254,345	5.15%