Instuitional Investor - M37 Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Space Exploration Technologies Corp	SPCX	1,500,000	$256,290,000	44.59%
2.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	200,000	$95,514,000	16.62%
3.	Oracle Corp	ORCL	500,000	$73,275,000	12.75%
4.	Alphabet Inc.	GOOGL	200,000	$71,474,000	12.44%
5.	Lumentum Holdings Inc.	LITE	30,000	$25,741,800	4.48%