Instuitional Investor - Spear Advisors Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Astera Labs Inc.	ALAB	67,007	$32,365,721	11.11%
2.	Kla Corp	KLAC	85,024	$25,652,591	8.81%
3.	Coherent Corp.	COHR	62,252	$24,556,546	8.43%
4.	A R M Holdings Plc	ARMH	5,986,000	$21,224,560	7.29%
5.	Mks Inc	MKSI	44,491	$19,789,597	6.79%