Instuitional Investor - Analog Century Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	754,100	$140,699,978	7.55%
2.	Taiwan Semiconductor Mfg Co Ltd	TSM	405,368	$113,215,229	6.08%
3.	Corning Inc	GLW	1,368,477	$112,256,168	6.03%
4.	Lumentum Holdings Inc.	LITE	685,710	$111,571,874	5.99%
5.	Ciena Corp	CIEN	717,741	$104,553,331	5.61%