Instuitional Investor - Valliance Asset Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Lumentum Holdings Inc.	LITE	47,640	$33,479,486	27.46%
2.	Sandisk Corp	SNDK	46,330	$29,435,302	24.14%
3.	Tower Semiconductor Ltd	TSEM	130,200	$22,847,496	18.74%
4.	Nebius Group N.v.	NBIS	171,100	$17,753,336	14.56%
5.	Axt Inc	AXTI	112,600	$6,415,948	5.26%