Q4 2013 Holdings
Filed 2014-02-13 | 88 holdings | $11.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $11.2M | 376,390 | 97.2% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $17.4K | 319,890 | 0.2% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $17.1K | 968,770 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $12.5K | 573,830 | 0.1% |
| Freescale Semiconductor LTD | SHS | G3727Q101 | $12.5K | 775,930 | 0.1% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $12.4K | 1,500,990 | 0.1% |
| Advanced Energy Inds(AEIS) | COM | 007973100 | $11.9K | 522,040 | 0.1% |
| Altera Corp | COM | 021441100 | $11.8K | 363,680 | 0.1% |
| JDS Uniphase Corp | COM PAR $0.001 | 46612J507 | $10.2K | 786,110 | 0.1% |
| Himax Technologies Inc(HIMX) | SPONSORED ADR | 43289P106 | $9.2K | 622,900 | 0.1% |
| Teradyne Inc(TER) | COM | 880770102 | $9.0K | 510,830 | 0.1% |
| Fairchild Semiconductor Intl | COM | 303726103 | $8.9K | 669,550 | 0.1% |
| Sunedison Inc | COM | 86732Y109 | $8.7K | 663,000 | 0.1% |
| Cree Inc | COM | 225447101 | $8.5K | 135,500 | 0.1% |
| Veeco Instrs Inc del(VECO) | COM | 922417100 | $8.2K | 247,970 | 0.1% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $7.9K | 173,000 | 0.1% |
| Trina Solar Limited | SPON ADR | 89628E104 | $7.9K | 578,880 | 0.1% |
| JA Solar Holdings Co LTD | SPON ADR REP5ORD | 466090206 | $7.9K | 856,200 | 0.1% |
| Rubicon Technology Inc | COM | 78112T107 | $7.8K | 787,983 | 0.1% |
| Ultratech Inc | COM | 904034105 | $7.7K | 266,800 | 0.1% |
| Vishay Intertechnology Inc(VSH) | COM | 928298108 | $7.7K | 578,770 | 0.1% |
| Broadcom Corp | CL A | 111320107 | $7.4K | 250,000 | 0.1% |
| Fabrinet(FN) | SHS | G3323L100 | $7.1K | 343,050 | 0.1% |
| Rudolph Technologies Inc | COM | 781270103 | $7.0K | 593,620 | 0.1% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $6.9K | 861,100 | 0.1% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $6.6K | 462,200 | 0.1% |
| Cavium Inc | COM | 14964U108 | $6.6K | 192,500 | 0.1% |
| Sunpower Corp(SPWRQ) | COM | 867652406 | $6.6K | 220,200 | 0.1% |
| E M C Corp Mass | COM | 268648102 | $6.5K | 256,900 | 0.1% |
| RF Microdevices Inc | COM | 749941100 | $6.4K | 1,243,700 | 0.1% |
| Invensense Inc | COM | 46123D205 | $6.0K | 287,700 | 0.1% |
| GT Advanced Technologies Inc | COM | 36191U106 | $5.9K | 673,000 | 0.1% |
| Aixtron SE | SPONSORED ADR | 009606104 | $5.4K | 369,395 | 0.0% |
| Veeco Instrs Inc del(VECO)Call | COM | 922417100 | $5.4K | 162,600 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $4.8K | 300,000 | 0.0% |
| Yingli Green Energy Hldg Co | ADR | 98584B103 | $4.7K | 924,200 | 0.0% |
| Mentor Graphics Corp | COM | 587200106 | $4.7K | 193,300 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $4.6K | 101,800 | 0.0% |
| Netapp Inc(NTAP) | COM | 64110D104 | $4.5K | 110,000 | 0.0% |
| Maxim Integrated Prods Inc(MXIM) | COM | 57772K101 | $4.4K | 157,360 | 0.0% |
| Sprint Corp | COM SER 1 | 85207U105 | $3.3K | 309,600 | 0.0% |
| Siliconware Precision Inds L | SPONSD ADR SPL | 827084864 | $2.2K | 360,550 | 0.0% |
| Neophotonics Corp | COM | 64051T100 | $2.1K | 295,000 | 0.0% |
| Sonus Networks Inc | COM | 835916107 | $1.7K | 552,100 | 0.0% |