Instuitional Investor - Jcp Investment Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Cheesecake Factory Inc	CAKE	667,210	$31,652,442	18.65%
2.	Spdr S & P 500 Etf Trust	SPY	30,669	$18,034,852	10.62%
3.	Markel Group Inc.	MKL	9,385	$16,200,669	9.54%
4.	Energy Transfer Lp	ET	684,064	$13,400,814	7.89%
5.	United Natural Foods Inc	UNFI	470,322	$12,844,494	7.56%