Instuitional Investor - M37 Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	150,000	$50,692,500	20.2%
2.	Oracle Corp	ORCL	300,000	$44,133,000	17.59%
3.	Intel Corp	INTC	950,000	$41,923,500	16.71%
4.	Nebius Group N.v.	NBIS	350,000	$36,316,000	14.47%
5.	Lumentum Holdings Inc.	LITE	20,000	$14,055,200	5.6%