Instuitional Investor - Spinecap Sas

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apollo Global Management Inc.	APO	324,580	$36,164,703	13.27%
2.	Mastercard Inc	MA	72,272	$36,111,427	13.25%
3.	Thermo Fisher Scientific Inc.	TMO	69,508	$34,165,267	12.54%
4.	Alphabet Inc.	GOOGL	111,279	$31,999,389	11.74%
5.	Microsoft Corp	MSFT	84,648	$31,334,150	11.5%