Instuitional Investor - Paradigm Capital Management Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Modine Manufacturing Co	MOD	1,455,598	$315,442,643	12.07%
2.	Fabrinet	FN	530,500	$276,666,360	10.58%
3.	Broadcom Inc.	AVGO	809,000	$250,393,590	9.58%
4.	Onto Innovation Inc.	ONTO	1,102,438	$226,076,961	8.65%
5.	Jabil Inc	JBL	547,900	$145,538,677	5.57%