Instuitional Investor - Capital Growth Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Meritage Homes Corp	MTH	1,240,000	$68,442,000	7.15%
2.	Horton D R Inc	DHI	880,000	$66,554,000	6.95%
3.	Lennar Corp W	LEN, LEN.B	805,000	$65,752,000	6.87%
4.	Toll Brothers Inc.	TOL	930,000	$45,254,000	4.72%
5.	Lgi Homes Inc.	LGIH	335,000	$38,917,000	4.06%