Instuitional Investor - Avalon Global Asset Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Sector Spdr TrustCALL	XLE	1,000,000	$61,260	8.47%
2.	Ishares TrustCALL	IEF	200,000	$49,600	6.85%
3.	Micron Technology IncPUT	MU	100,000	$33,784	4.67%
4.	Nvidia Corp	NVDA	191,800	$33,450	4.62%
5.	Micron Technology Inc	MU	95,660	$32,318	4.47%