Instuitional Investor - Fenghe Fund Management Pte. Ltd.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Intel Corp	INTC	1,771,800	$213,023,514	10.32%
2.	Mks Inc	MKSI	771,263	$204,662,350	9.92%
3.	Howmet Aerospace Inc.	HWM	887,500	$200,734,750	9.73%
4.	Macom Technology Solutions Holdings Inc.	MTSI	651,956	$185,690,108	9%
5.	Alphabet Inc.	GOOGL	445,060	$153,136,245	7.42%