Instuitional Investor - M & L Capital Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	1,170,700	$204,222,762	50.22%
2.	Broadcom Inc.	AVGO	173,300	$53,664,078	13.2%
3.	Lumentum Holdings Inc.	LITE	52,030	$36,556,538	8.99%
4.	Ciena Corp	CIEN	55,730	$21,636,058	5.32%
5.	Lam Research Corp	LRCX	78,050	$16,676,163	4.1%