Instuitional Investor - Grand Alliance Asset Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Lumentum Holdings Inc.	LITE	53,000	$37,246,280	22.55%
2.	Celestica Inc	CLS	89,000	$25,069,520	15.18%
3.	Sandisk Corp	SNDK	32,000	$20,330,880	12.31%
4.	Broadcom Inc.	AVGO	48,000	$14,856,480	8.99%
5.	On Holding Ag	ONON	355,000	$12,077,100	7.31%