Instuitional Investor - Talos Asset Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Marvell Technology Inc.	MRVL	582,588	$64,346,845	15.2%
2.	Nvidia Corp	NVDA	328,300	$44,087,407	10.41%
3.	Taiwan Semiconductor Mfg Co Ltd	TSM	223,000	$44,040,270	10.4%
4.	Texas Instruments Inc	TXN	130,900	$24,545,059	5.79%
5.	Analog Devices Inc	ADI	115,300	$24,496,638	5.78%