Instuitional Investor - Nicholas Investment Partners, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Bwx Technologies Inc.	BWXT	272,395	$53,021,687	2.99%
2.	Revolution Medicines Inc.	RVMD	244,594	$45,807,564	2.58%
3.	Callaway Golf Co	CALY	1,954,378	$36,722,763	2.07%
4.	Modine Manufacturing Co	MOD	111,261	$29,708,912	1.67%
5.	Carpenter Technology Corp	CRS	43,653	$26,926,917	1.52%