Instuitional Investor - Paradigm Capital Management Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Broadcom Inc.	AVGO	809,000	$135,450,870	7.52%
2.	Onto Innovation Inc.		1,104,939	$134,073,298	7.45%
3.	Modine Manufacturing Co	MOD	1,647,500	$126,445,625	7.02%
4.	Fabrinet	FN	531,500	$104,976,565	5.83%
5.	Insight Enterprises Inc	NSIT	596,150	$89,416,539	4.97%