Instuitional Investor - Herald Investment Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Celestica Inc	CLS	390,700	$60,999,991	9.05%
2.	Fabrinet	FN	154,600	$45,517,332	6.75%
3.	Pegasystems Inc	PEGA	703,600	$38,085,868	5.65%
4.	Super Micro Computer Inc.	SMCI	754,500	$36,962,955	5.48%
5.	Silicon Motion Technology Corp	SIMO	384,906	$28,864,101	4.28%