Instuitional Investor - Stenahm Asset Managment Ltd

Filing Period:
No. Security Ticker Shares Value % Port
1. MA 47,250 $16,978,000 11.08%
2. TSM 132,600 $15,953,000 10.42%
3. MRVL 142,400 $12,459,000 8.13%
4. TCK 359,000 $10,346,000 6.75%
5. MSFT 27,000 $9,081,000 5.93%