Instuitional Investor - Dundas Partners Llp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	275,192	$93,001,136	7.42%
2.	Applied Materials Inc	AMAT	262,946	$89,872,313	7.17%
3.	Alphabet Inc.	GOOGL	289,903	$83,161,575	6.63%
4.	Amphenol Corp	APH	527,892	$66,699,154	5.32%
5.	Microsoft Corp	MSFT	179,471	$66,434,780	5.3%