Instuitional Investor - Owlhouse Capital Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Waste Connections Inc.	WCN	33,152	$5,526,107	8.48%
2.	Transdigm Group Inc	TDG	3,830	$5,101,713	7.83%
3.	Dollar Tree Inc.	DLTR	40,700	$4,922,665	7.55%
4.	Visa Inc.	V	14,142	$4,851,979	7.44%
5.	Boeing Co	BA	19,400	$4,199,518	6.44%