| Fund Name: | Arvin Capital Management |
| Manager | Rohan Varavadekar |
| Portfolio Value | $531,033,077 |
| Change This QTR | +0.96% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | TAC | 3,819,100 | $48,273,424 | +23% | 9.09% | ||
| 2. | AMTM | 1,636,492 | $47,458,268 | 8.94% | |||
| 3. | TMO | 67,800 | $39,286,710 | -18% | 7.4% | ||
| 4. | DHR | 136,502 | $31,248,038 | -7% | 5.88% | ||
| 5. | GXO | 507,159 | $26,696,850 | +16% | 5.03% |