Instuitional Investor - South Street Advisors Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	374,024	$69,785,398	9.15%
2.	Microsoft Corp	MSFT	80,866	$41,884,545	5.49%
3.	Amphenol Corp	APH	298,126	$36,893,093	4.84%
4.	Apple Inc.	AAPL	135,164	$34,416,809	4.51%
5.	Alphabet Inc.	GOOGL	125,391	$30,482,552	3.99%