Instuitional Investor - Herald Investment Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Silicon Motion Technology Corp	SIMO	147,700	$49,179,667	6.67%
2.	Celestica Inc	CLS	82,550	$30,099,381	4.08%
3.	Vicor Corp	VICR	77,100	$29,257,137	3.97%
4.	Tower Semiconductor Ltd	TSEM	99,000	$25,777,620	3.5%
5.	Kulicke & Soffa Industries Inc	KLIC	176,600	$23,613,186	3.2%