Instuitional Investor - Wedge Capital Management L L P

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Kla Corp	KLAC	359,277	$108,397,464	1.79%
2.	Applied Materials Inc	AMAT	139,749	$101,038,527	1.67%
3.	Lam Research Corp	LRCX	220,495	$95,547,098	1.58%
4.	Amphenol Corp	APH	528,324	$93,154,088	1.54%
5.	Alphabet Inc.	GOOGL	233,449	$83,427,669	1.38%