Instuitional Investor - Perpetual Investment Management Limited

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Light & Wonder Inc.	LNW	649,593	$38,066,150	4.54%
2.	Merck & Co. Inc.	MRK	337,841	$37,483,460	4.47%
3.	Air Products & Chemicals Inc.	APD	93,826	$28,922,803	3.45%
4.	Oracle Corp	ORCL	336,294	$27,488,672	3.28%
5.	Ferguson Plc		200,847	$25,501,544	3.04%