Instuitional Investor - Ncm Capital Advisers, Inc.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Skyworks Solutions Inc.	SWKS	21,330	$1,624,000	4.83%
2.	Fortinet Inc	FTNT	919,200	$1,358,000	4.04%
3.	Masco Corp	MAS	24,550	$842,000	2.5%
4.	Juniper Networks Inc	JNPR	34,220	$823,000	2.45%
5.	Cardinal Health Inc	CAH	10,500	$816,000	2.42%