Instuitional Investor - Werlinich Asset Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	200,620	$45,817,596	17.73%
2.	Advanced Micro Devices Inc	AMD	38,805	$23,739,347	9.19%
3.	Dell Technologies Inc.	DELL	22,292	$11,991,981	4.64%
4.	Jpmorgan Chase & Co	JPM	35,260	$11,665,066	4.52%
5.	Micron Technology Inc	MU	10,585	$11,274,189	4.36%