Instuitional Investor - Coalescence Partners Investment Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	96,374	$47,937,391	12.37%
2.	Taiwan Semiconductor Mfg Co Ltd	TSM	200,884	$45,498,217	11.74%
3.	Amazon Com Inc	AMZN	157,496	$34,553,047	8.92%
4.	Synopsys Inc	SNPS	50,831	$26,060,037	6.73%
5.	Transdigm Group Inc	TDG	17,064	$25,948,201	6.7%