Instuitional Investor - Fifthdelta Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Cummins Inc	CMI	205,119	$86,636,112	27.09%
2.	Blackberry Ltd	BB	15,852,748	$77,361,410	24.19%
3.	Qualcomm Inc	QCOM	424,600	$70,636,456	22.08%
4.	On Semiconductor Corp	ON	891,389	$43,954,392	13.74%
5.	Otis Worldwide Corp	OTIS	451,178	$41,251,205	12.9%