Instuitional Investor - Oakum Bay Capital Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Micron Technology Inc	MU	113,878	$38,472,544	20.62%
2.	Tesla Inc.	TSLA	58,488	$21,742,914	11.65%
3.	Zillow Inc	Z	376,532	$15,584,659	8.35%
4.	Lgi Homes Inc.	LGIH	365,410	$14,444,657	7.74%
5.	Rayonier Inc	RYN	671,559	$13,847,547	7.42%