Instuitional Investor - M & L Capital Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Broadcom Inc.	AVGO	175,800	$66,408,450	17.96%
2.	Micron Technology Inc	MU	41,763	$48,206,613	13.04%
3.	Lumentum Holdings Inc.	LITE	52,030	$44,644,862	12.07%
4.	Market Vectors Etf Trust	GDX	59,100	$38,763,099	10.48%
5.	Marvell Technology Inc.	MRVL	119,500	$35,597,855	9.63%