Instuitional Investor - Airain Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Mobileye N.v.		511,776	$32,140,000	1.42%
2.	Panera Bread Co	PNRA	101,118	$31,816,000	1.4%
3.	N X P Semiconductors N V	NXPI	278,963	$30,533,000	1.35%
4.	Lowes Companies Inc	LOW	321,939	$24,960,000	1.1%
5.	Schlumberger Limited	SLB	347,051	$22,850,000	1.01%