Instuitional Investor - Semanteon Capital Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Planet Labs Pbc	PL	8,239	$272,958	1.23%
2.	Amphenol Corp	APH	6,000	$264,480	1.19%
3.	Advanced Micro Devices Inc	AMD	452	$262,571	1.19%
4.	Kearny Financial Corp.	KRNY	27,505	$260,197	1.17%
5.	El Pollo Loco Holdings Inc.	LOCO	15,319	$259,810	1.17%