Instuitional Investor - Talos Asset Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Arista Networks Inc.	ANET	583,600	$85,036,356	16.37%
2.	Western Digital Corp	WDC	448,073	$53,795,644	10.35%
3.	A S M L Holding N V	ASML	45,300	$43,854,477	8.44%
4.	Jabil Inc	JBL	179,700	$39,025,449	7.51%
5.	Nvidia Corp	NVDA	180,751	$33,724,522	6.49%