Instuitional Investor - Sunstone Asset Management, L.p.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Applied Materials Inc	AMAT	7,580	$5,480,340	5.93%
2.	Mks Inc	MKSI	11,600	$5,159,680	5.59%
3.	Macom Technology Solutions Holdings Inc.	MTSI	11,661	$4,435,495	4.8%
4.	Corning Inc	GLW	17,052	$4,353,205	4.71%
5.	Doordash Inc.	DASH	22,900	$4,225,737	4.58%