Instuitional Investor - Sih Partners, Lllp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Micron Technology IncPUT	MU	6,320,500	$7,295,689,945	45.91%
2.	Totalenergies SePUTPUT		9,419,520	$732,461,875	4.61%
3.	Alibaba Group Holding LtdCALL	BABA	6,500,000	$623,870,000	3.93%
4.	Micron Technology IncCALL	MU	450,000	$519,430,500	3.27%
5.	Deutsche Bank AktiengesellschaftPUT	DB	14,025,200	$473,490,752	2.98%