Instuitional Investor - Trivest Advisors Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Seagate Technology Holdings Plc	STX	737,780	$711,957,700	22.38%
2.	Micron Technology Inc	MU	604,700	$697,999,163	21.94%
3.	Western Digital Corp	WDC	982,600	$627,606,272	19.73%
4.	Lam Research Corp	LRCX	860,000	$372,663,800	11.72%
5.	Sandisk Corp	SNDK	118,865	$270,266,916	8.5%