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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | QUANTA SCVS INC | $2.75B | 5,007,840 | 47.56% |
| 2 | DYCOM INDS INC | $1.39B | 4,113,320 | 24.11% |
| 3 | MASTEC INC | $1.15B | 3,578,431 | 19.92% |
| 4 | AMAZON COM INC | $198.6M | 953,414 | 3.43% |
| 5 | FREEPORT-MCMORAN INC | $195.0M | 3,317,068 | 3.37% |
| 6 | FIRST SOLAR INC | $77.9M | 395,000 | 1.35% |
| 7 | CINEMARK HLDGS INC | $11.4M | 400,000 | 0.20% |
| 8 | AMC ENTMT HLDGS INC | $2.9M | 3,000,000 | 0.05% |
| 9 | ALPHABET INC | $518K | 1,800 | 0.01% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.