Instuitional Investor - South Street Advisors Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	403,431	$54,176,749	8.3%
2.	Apple Inc.	AAPL	136,778	$34,251,947	5.24%
3.	Microsoft Corp	MSFT	78,860	$33,239,618	5.09%
4.	Servicenow Inc.	NOW	23,314	$24,715,638	3.78%
5.	Amphenol Corp	APH	351,521	$24,413,133	3.74%