Instuitional Investor - Sycomore Asset Management

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	131,079	$49,033	10.92%
2.	Advanced Micro Devices Inc	AMD	241,406	$35,262	7.85%
3.	Nvidia Corp	NVDA	672,390	$33,227	7.4%
4.	Salesforce Inc.	CRM	60,030	$16,011	3.56%
5.	Servicenow Inc.	NOW	20,525	$14,445	3.21%