Instuitional Investor - Varcov Co.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Carmax Inc	KMX	75,144	$3,974,366	1.51%
2.	Netstreit Corp.	NTST	182,213	$3,850,161	1.46%
3.	Wms Industries Inc	WMS	20,190	$3,169,022	1.2%
4.	Uwm Holdings Corp	UWMC	1,375,522	$3,149,945	1.2%
5.	Fs Kkr Capital Corp	FSK	274,163	$2,878,712	1.09%