Instuitional Investor - Nicholas Investment Partners, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Bwx Technologies Inc.	BWXT	261,867	$53,549,183	3.86%
2.	Insmed Inc	INSM	182,540	$29,848,941	2.15%
3.	Kratos Defense & Security Solutions Inc.	KTOS	390,924	$27,564,051	1.99%
4.	Ge Vernova Inc.	GEV	30,410	$26,544,889	1.92%
5.	Revolution Medicines Inc.	RVMD	261,166	$25,398,394	1.83%