Instuitional Investor - Johnston Asset Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Cameco Corp	CCJ	3,401,119	$369,395,535	17.55%
2.	A S M L Holding N V	ASML	118,526	$156,552,697	7.44%
3.	Mercadolibre Inc	MELI	76,178	$131,713,286	6.26%
4.	Technipfmc Plc	FTI	1,761,612	$121,780,238	5.79%
5.	Howmet Aerospace Inc.	HWM	419,965	$96,785,134	4.6%