Instuitional Investor - Spinecap Sas

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Alphabet Inc.	GOOGL	130,922	$40,978,586	17.62%
2.	Thermo Fisher Scientific Inc.	TMO	70,028	$40,577,725	17.44%
3.	Apollo Global Management Inc.	APO	220,649	$31,941,149	13.73%
4.	Mastercard Inc	MA	35,087	$20,030,467	8.61%
5.	Danaher Corp	DHR	51,267	$11,736,042	5.05%