Instuitional Investor - M37 Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Intel Corp	INTC	1,000,000	$36,900,000	25.36%
2.	Oracle Corp	ORCL	100,000	$19,491,000	13.39%
3.	Taiwan Semiconductor Mfg Co Ltd	TSM	50,000	$15,194,500	10.44%
4.	Nvidia Corp	NVDA	80,000	$14,920,000	10.25%
5.	Lumentum Holdings Inc.	LITE	30,000	$11,057,700	7.6%