Instuitional Investor - Sycomore Asset Management

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	189,860	$81,889	12.71%
2.	Nvidia Corp	NVDA	380,389	$47,183	7.32%
3.	Waste Connections Inc.	WCN	117,228	$28,210	4.38%
4.	Workday Inc.	WDAY	98,189	$24,099	3.74%
5.	Servicenow Inc.	NOW	25,703	$22,744	3.53%