Instuitional Investor - Farmhouse Investment Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr S & P 500 Etf Trust	SPY	97,250	$28,273,000	15.02%
2.	Schwab Charles Corp	SCHW	448,800	$22,059,000	11.72%
3.	Apache Corp	APA	364,750	$17,388,000	9.24%
4.	Waste Connections Inc.	WCN	174,507	$13,920,000	7.39%
5.	Celgene Corp	CELG	145,900	$13,057,000	6.94%