Instuitional Investor - Provident Investment Management, Inc.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Visa Inc.	V	239,534	$72,396,619	7.19%
2.	Vertex Pharmaceuticals Inc / Ma	VRTX	147,620	$65,918,235	6.55%
3.	Alphabet Inc.	GOOGL	223,815	$64,203,571	6.38%
4.	Microsoft Corp	MSFT	157,439	$58,279,036	5.79%
5.	Corpay Inc.	CPAY	179,092	$52,113,981	5.17%