Instuitional Investor - Trivest Advisors Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Micron Technology Inc	MU	784,100	$264,900,344	19.08%
2.	Lam Research Corp	LRCX	815,700	$174,282,462	12.55%
3.	Lumentum Holdings Inc.	LITE	212,000	$148,985,120	10.73%
4.	Teradyne Inc	TER	456,800	$135,422,928	9.75%
5.	Bloom Energy Corp	BE	980,000	$132,780,200	9.56%