Instuitional Investor - Vms Asset Management Limited

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Corning Inc	GLW	93,034	$12,649,833	7.72%
2.	Coherent Corp.	COHR	50,801	$12,101,306	7.39%
3.	Lumentum Holdings Inc.	LITE	16,745	$11,767,716	7.19%
4.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	32,682	$11,044,882	6.74%
5.	Ishares Trust	IEF	71,020	$8,416,580	5.14%