Instuitional Investor - Bdf-gestion

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Morgan Stanley	MS	14,327	$76,245,413	10.21%
2.	Advanced Micro Devices Inc	AMD	27,726	$72,618,709	9.72%
3.	Stanley Black & Decker Inc.	SWK	16,108	$55,826,078	7.48%
4.	Wms Industries Inc	WMS	11,686	$30,482,317	4.08%
5.	Regal Rexnord Corp	RRX	8,989	$30,233,865	4.05%