Q1 2022 Holdings
Filed 2022-05-16 | 40 holdings | $37.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arrow Electrs Inc(ARW) | COM | 042735100 | $14.9M | 125,880 | 39.6% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $14.1M | 128,845 | 37.4% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $8.3M | 48,505 | 22.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $19.2K | 62,095 | 0.1% |
| Analog Devices Inc(ADI) | COM | 032654105 | $18.4K | 111,665 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $17.7K | 95,882 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $16.2K | 117,915 | 0.0% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $15.2K | 351,778 | 0.0% |
| Microchip Technology Inc.(MCHP) | COM | 595017104 | $14.2K | 189,116 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $12.7K | 46,497 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $12.6K | 94,600 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $12.5K | 3,832 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $12.2K | 79,422 | 0.0% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $12.0K | 32,897 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $11.7K | 31,290 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $11.6K | 325,799 | 0.0% |
| Semtech Corp(SMTC) | COM | 816850101 | $11.2K | 161,924 | 0.0% |
| Sensata Technologies Hldg PL(ST) | SHS | G8060N102 | $11.0K | 216,520 | 0.0% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $10.6K | 97,895 | 0.0% |
| Jabil Inc(JBL) | COM | 466313103 | $9.9K | 159,600 | 0.0% |
| Viavi Solutions Inc(VIAV) | COM | 925550105 | $9.7K | 605,071 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $9.7K | 73,420 | 0.0% |
| Logitech Intl S A(LOGI) | SHS | H50430232 | $8.6K | 116,500 | 0.0% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $8.2K | 113,960 | 0.0% |
| Flex LTD(FLEX) | ORD | Y2573F102 | $7.8K | 421,791 | 0.0% |
| Vishay Intertechnology Inc(VSH) | COM | 928298108 | $7.8K | 397,895 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $7.6K | 98,080 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $7.5K | 49,350 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $7.5K | 49,330 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $7.4K | 11,065 | 0.0% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $6.7K | 250,520 | 0.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $6.7K | 86,400 | 0.0% |
| Dell Technologies Inc(DELL) | CL C | 24703L202 | $6.5K | 129,100 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $6.3K | 37,876 | 0.0% |
| Synnex Corp(SNX) | COM | 87162W100 | $5.8K | 56,600 | 0.0% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $5.7K | 160,080 | 0.0% |
| Global Foundries Inc(GFS) | COM | G39387108 | $4.9K | 78,400 | 0.0% |
| National Instrs Corp | COM | 636518102 | $4.6K | 113,645 | 0.0% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $4.6K | 36,580 | 0.0% |
| Hewlett Packard Enterprise C(HPE) | COM | 42824C109 | $3.9K | 232,400 | 0.0% |