Instuitional Investor - M & L Capital Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	1,170,700	$157,213,303	38.29%
2.	Microsoft Corp	MSFT	150,200	$63,309,300	15.41%
3.	Arista Networks Inc.	ANET	322,000	$35,590,660	8.66%
4.	Broadcom Inc.	AVGO	131,500	$30,486,960	7.42%
5.	Advanced Micro Devices Inc	AMD	200,000	$24,158,000	5.88%