Instuitional Investor - Vms Asset Management Limited

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Sandisk Corp	SNDK	11,850	$26,943,701	8.55%
2.	Western Digital Corp	WDC	30,013	$19,169,903	6.09%
3.	Micron Technology Inc	MU	16,046	$18,521,737	5.88%
4.	Seagate Technology Holdings Plc	STX	17,871	$17,245,515	5.48%
5.	Ttm Technologies Inc	TTMI	47,730	$15,828,222	5.03%