Instuitional Investor - Johnston Asset Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Cameco Corp	CCJ	4,215,525	$429,393,377	15.07%
2.	Technipfmc Plc	FTI	5,819,258	$385,816,805	13.54%
3.	A S M L Holding N V	ASML	112,695	$224,199,941	7.87%
4.	Icici Bank Ltd	IBN	7,370,799	$213,974,295	7.51%
5.	Mercadolibre Inc	MELI	76,673	$130,143,983	4.57%