Instuitional Investor - Herald Investment Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Celestica Inc	CLS	335,000	$82,487,050	10.99%
2.	Fabrinet	FN	145,600	$53,152,736	7.08%
3.	Pegasystems Inc	PEGA	703,600	$40,442,928	5.39%
4.	Silicon Motion Technology Corp	SIMO	384,906	$36,396,711	4.85%
5.	Super Micro Computer Inc.	SMCI	719,500	$34,485,635	4.59%