Instuitional Investor - Harbor Island Capital Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Applied Materials Inc	AMAT	177,409	$28,852,026	13.8%
2.	Lam Research Corp	LRCX	360,900	$26,067,807	12.47%
3.	Apple Inc.	AAPL	97,285	$24,362,110	11.65%
4.	Wells Fargo & Company	WFC	279,964	$19,664,671	9.4%
5.	Microsoft Corp	MSFT	42,086	$17,739,249	8.48%