Instuitional Investor - Kdi Capital Partners Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Applied Materials Inc		146,598	$18,872,000	6.51%
2.	Alphabet Inc.	GOOG	131,020	$17,460,000	6.02%
3.	Jpmorgan Chase & Co	JPM	101,615	$16,633,000	5.74%
4.	Microsoft Corp	MSFT	56,543	$15,941,000	5.5%
5.	Iqvia Holdings Inc.	IQV	65,127	$15,601,000	5.38%