Instuitional Investor - Value Aligned Research Advisors, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Advanced Micro Devices Inc	AMD	361,563	$53,298,002	13.47%
2.	Lam Research Corp	LRCX	595,710	$46,659,581	11.79%
3.	Arista Networks Inc.	ANET	787,664	$46,375,687	11.72%
4.	Applied Materials Inc	AMAT	257,130	$41,673,059	10.53%
5.	Intel Corp	INTC	809,540	$40,679,385	10.28%