Instuitional Investor - Rule One Partners, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Netflix Inc	NFLX	385,000	$37,017,750	36.77%
2.	Salesforce Inc.	CRM	87,000	$16,240,290	16.13%
3.	Sprouts Farmers Market Inc.	SFM	209,000	$16,120,170	16.01%
4.	Lululemon Athletica Inc.	LULU	104,200	$15,953,020	15.84%
5.	A S M L Holding N V	ASML	7,101	$9,379,214	9.32%