Instuitional Investor - Stanley Capital Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vertiv Holdings Co	VRT	229,000	$34,546,940	5.68%
2.	Oracle Corp	ORCL	112,800	$31,723,872	5.22%
3.	Meta Platforms Inc.	META	41,900	$30,770,522	5.06%
4.	Mckesson Corp	MCK	30,100	$23,253,454	3.83%
5.	Corteva Inc.	CTVA	341,700	$23,109,171	3.8%