Instuitional Investor - Coalescence Partners Investment Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Taiwan Semiconductor Mfg Co Ltd	TSM	200,884	$56,104,892	14.61%
2.	Microsoft Corp	MSFT	96,374	$49,916,913	13%
3.	Amazon Com Inc	AMZN	198,655	$43,618,678	11.36%
4.	Transdigm Group Inc	TDG	28,282	$37,276,242	9.71%
5.	Synopsys Inc	SNPS	74,916	$36,962,805	9.62%