Instuitional Investor - Werlinich Asset Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	205,570	$41,132,501	15.72%
2.	Advanced Micro Devices Inc	AMD	39,505	$22,948,850	8.77%
3.	Corning Inc	GLW	70,880	$18,104,878	6.92%
4.	Micron Technology Inc	MU	10,600	$12,235,474	4.68%
5.	Hubbell Inc	HUBB	23,184	$12,129,869	4.64%