Instuitional Investor - Port Capital Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Rbc Bearings Inc	RBC	343,831	$186,741,493	8.3%
2.	Heico Corp	HEI	826,086	$174,378,494	7.75%
3.	Teledyne Technologies Inc	TDY	250,831	$151,755,263	6.75%
4.	Amphenol Corp	APH	812,604	$102,672,515	4.57%
5.	Ametek Inc	AME	432,246	$92,656,253	4.12%