Instuitional Investor - Sonen Capital Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Merck & Co. Inc.	MRK	70,607	$7,751,943	14.69%
2.	Microsoft Corp	MSFT	10,047	$3,778,074	7.16%
3.	Amazon Com Inc	AMZN	15,211	$2,311,159	4.38%
4.	Applied Materials Inc	AMAT	9,049	$1,466,571	2.78%
5.	Xylem Inc.	XYL	12,663	$1,448,141	2.74%