Instuitional Investor - Themes Management Co Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Genie Energy Ltd.	GNE	26,572	$7,540,336	4.65%
2.	Boeing Co	BA	35,905	$7,146,172	4.41%
3.	Lockheed Martin Corp	LMT	9,719	$5,874,066	3.62%
4.	Honeywell International Inc	HON	12,312.5	$5,565,989	3.43%
5.	Northrop Grumman Corp	NOC	7,046	$4,807,063	2.97%