Instuitional Investor - Stanley Capital Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vertiv Holdings Co	VRT	190,700	$47,785,606	7.99%
2.	Applied Materials Inc	AMAT	98,800	$33,768,852	5.64%
3.	Regal Rexnord Corp	RRX	133,600	$25,017,936	4.18%
4.	Mckesson Corp	MCK	28,800	$24,922,368	4.17%
5.	Meta Platforms Inc.	META	41,900	$23,972,247	4.01%