Instuitional Investor - Analog Century Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Advanced Micro Devices Inc	AMD	209,006	$30,809,574	7.12%
2.	Nvidia Corp	NVDA	608,710	$30,144,537	6.97%
3.	Applied Materials Inc	AMAT	179,472	$29,087,027	6.72%
4.	Macom Technology Solutions Holdings Inc.	MTSI	283,835	$26,382,463	6.1%
5.	On Semiconductor Corp	ON	309,938	$25,889,121	5.98%