Instuitional Investor - Oaktop Capital Management Ii, L.p.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Lam Research Corp	LRCX	2,249,394	$480,605,522	35.86%
2.	Kla Corp	KLAC	3,107,380	$457,533,739	34.14%
3.	Analog Devices Inc	ADI	466,196	$148,315,596	11.07%
4.	Broadcom Inc.	AVGO	362,760	$112,277,847	8.38%
5.	Bristol Myers Squibb Co	BMY	479,991	$29,111,454	2.17%