Instuitional Investor - Summit Street Capital Management, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. MU 257,167 $31,695,832 5.23%
2. WBD 2,688,302 $30,807,940 5.08%
3. KLAC 32,601 $29,202,020 4.82%
4. LRCX 283,423 $27,588,394 4.55%
5. IDCC 122,079 $27,373,774 4.52%