Instuitional Investor - Fenghe Fund Management Pte. Ltd.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Coherent Corp		2,647,526	$115,246,807	20.23%
2.	Advanced Micro Devices Inc	AMD	732,993	$108,050,498	18.96%
3.	Wolfspeed Inc		1,431,200	$62,271,512	10.93%
4.	A R M Holdings Plc	ARMH	426,914	$32,080,453	5.63%
5.	Tal Education Group	TAL	2,487,186	$31,413,159	5.51%