Instuitional Investor - Vilas Fund, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Cvs Health Corp	CVS	298,000	$16,238,000	19.9%
2.	Nmi Holdings Inc.	NMIH	332,500	$9,440,000	11.57%
3.	Walgreens Boots Alliance Inc.	WBA	148,000	$8,091,000	9.92%
4.	Viacom Inc.	VIA, VIAB	204,000	$6,093,000	7.47%
5.	Honda Motor Ltd	HMC	208,000	$5,375,000	6.59%