Instuitional Investor - Ardmore Road Asset Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Advanced Micro Devices Inc	AMD	125,000	$72,613,750	4.26%
2.	Guidewire Software Inc.	GWRE	550,000	$67,677,500	3.97%
3.	T-Mobile Us Inc.	TMUS	385,000	$64,576,050	3.79%
4.	Verizon Communications Inc	VZ	1,499,260	$63,478,668	3.73%
5.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	112,800	$53,869,896	3.16%