Instuitional Investor - Leeward Investments, Llc - Ma

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Clean Harbors Inc	CLH	243,780	$42,542,129	1.99%
2.	Encompass Health Corp	EHC	553,108	$36,903,385	1.73%
3.	Axalta Coating Systems Ltd.	AXTA	1,084,064	$36,825,652	1.72%
4.	Regal Rexnord Corp	RRX	239,618	$35,468,329	1.66%
5.	Permian Resources Corp		2,307,492	$31,381,892	1.47%