Instuitional Investor - Ma Investment Partnership, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Sandisk Corp	SNDK	100,000	$63,534,000	30.55%
2.	Nvidia Corp	NVDA	200,000	$34,880,000	16.77%
3.	Vertiv Holdings Co	VRT	100,000	$25,058,000	12.05%
4.	Advanced Micro Devices Inc	AMD	100,000	$20,343,000	9.78%
5.	Viavi Solutions Inc.	VIAV	500,000	$16,640,000	8%