Instuitional Investor - Dundas Partners Llp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Applied Materials Inc	AMAT	252,561	$182,601,603	13.21%
2.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	265,365	$126,730,363	9.17%
3.	Alphabet Inc.	GOOGL	282,696	$99,884,978	7.22%
4.	Amphenol Corp	APH	1,977,448	$87,165,908	6.3%
5.	Analog Devices Inc	ADI	191,739	$76,152,979	5.51%