Instuitional Investor - Graticule Asia Macro Advisors Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Bloom Energy Corp	BE	4,207,505	$1,273,611,764	95.51%
2.	Nvidia Corp	NVDA	189,900	$37,997,091	2.85%
3.	Dxp Enterprises Inc	DXPE	1,405	$237,080	0.02%
4.	Rockwell Automation Inc	ROK	471	$233,183	0.02%
5.	Leidos Holdings Inc.	LDOS	2,256	$232,300	0.02%