Instuitional Investor - Polymer Capital Management (us) Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	162,359	$25,651,098	3.03%
2.	Coherent Corp.PUT	COHR	250,000	$22,302,500	2.63%
3.	Lumentum Holdings Inc.PUT	LITE	200,000	$19,012,000	2.25%
4.	Coreweave IncPUTPUT		111,600	$18,197,496	2.15%
5.	Lumentum Holdings Inc.	LITE	175,100	$16,645,006	1.97%