Instuitional Investor - Oakview Capital Management, L.p.

Filing Period:
No. Security Ticker Shares Value % Port
1. DE 60,570 $24,220,126 10.09%
2. DLTR 156,652 $22,252,417 9.27%
3. UPS 123,588 $19,431,672 8.1%
4. KMX 248,971 $19,106,035 7.96%
5. APD 69,626 $19,063,599 7.94%