Instuitional Investor - Gwm Asset Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Heico Corp	HEI, HEI.A	70,030	$9,975,073	56.31%
2.	Pnm Resources Inc	PNM	91,850	$3,820,960	21.57%
3.	Hollysys Automation Technlgs Ltd	HOLI	72,500	$1,910,375	10.78%
4.	Euronav Nv	EURN	100,000	$1,759,000	9.92%
5.	Capri Holdings LtdCALL	CPRI	100,000	$234,651	1.32%