Instuitional Investor - Stone Run Capital, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. APH 95,320 $11,795,850 4.65%
2. HEI, HEI.A 35,466 $11,449,134 4.51%
3. BRK.A 20,575 $10,343,875 4.07%
4. ADSK 31,535 $10,017,723 3.95%
5. ANET 66,400 $9,675,144 3.81%