Instuitional Investor - Wt Asset Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Lumentum Holdings Inc.	LITE	1,380,144	$969,909,997	20.32%
2.	Coherent Corp.	COHR	2,676,129	$637,480,689	13.36%
3.	Sandisk Corp	SNDK	828,778	$526,555,815	11.03%
4.	Corning Inc	GLW	1,978,013	$268,950,428	5.63%
5.	Micron Technology Inc	MU	783,686	$264,760,478	5.55%