Q3 2016 Holdings
Filed 2016-11-14 | 23 holdings | $19.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $7.9M | 1,138,897 | 39.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $6.7M | 62,936 | 33.4% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $5.3M | 99,293 | 26.5% |
| Facebook Inc(META) | CL A | 30303M102 | $13.9K | 108,146 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $13.7K | 768,277 | 0.1% |
| Western Digital Corp(WDC) | COM | 958102105 | $9.7K | 165,911 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $7.3K | 156,740 | 0.0% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $7.1K | 41,299 | 0.0% |
| Linear Technology Corp | COM | 535678106 | $6.7K | 113,537 | 0.0% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $6.1K | 113,919 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $4.9K | 88,795 | 0.0% |
| China Mobile Limited | SPONSORED ADR | 16941M109 | $4.6K | 75,449 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $4.5K | 55,413 | 0.0% |
| Seagate Technology PLC(STX) | SHS | G7945M107 | $4.4K | 113,478 | 0.0% |
| Linkedin Corp | COM CL A | 53578A108 | $3.7K | 19,239 | 0.0% |
| Gamestop Corp New(GME) | CL A | 36467W109 | $3.6K | 131,520 | 0.0% |
| Oclaro Inc | COM NEW | 67555N206 | $2.8K | 323,360 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $2.8K | 24,400 | 0.0% |
| Applied Micro Circuits Corp | COM NEW | 03822W406 | $2.4K | 350,520 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $1.3K | 30,756 | 0.0% |
| NRG Yield Inc | CL A NEW | 62942X306 | $410 | 25,140 | 0.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $71 | 11,325 | 0.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $39 | 33,270 | 0.0% |