Instuitional Investor - Fenghe Fund Management Pte. Ltd.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Mks Inc	MKSI	456,329	$104,868,967	14.49%
2.	Bwx Technologies Inc.	BWXT	393,200	$80,405,468	11.11%
3.	Teradyne Inc	TER	196,765	$58,332,952	8.06%
4.	On Holding Ag	ONON	1,699,520	$57,817,670	7.99%
5.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	110,850	$37,461,758	5.18%