Instuitional Investor - Sycomore Asset Management

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	189,860	$81,889	11.41%
2.	Nvidia Corp	NVDA	380,389	$47,183	6.57%
3.	Waste Connections Inc.	WCN	117,228	$28,210	3.93%
4.	Astra Zeneca		163,871	$26,202	3.65%
5.	Workday Inc.	WDAY	98,189	$24,099	3.36%