Q4 2016 Holdings
Filed 2017-02-13 | 22 holdings | $19.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $9.3M | 163,970 | 46.8% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $8.3M | 734,573 | 42.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $2.1M | 23,510 | 10.4% |
| Apple Inc(AAPL) | COM | 037833100 | $15.3K | 132,260 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $12.6K | 16,762 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $12.4K | 567,798 | 0.1% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $11.9K | 207,561 | 0.1% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $11.7K | 142,367 | 0.1% |
| Oclaro Inc | COM NEW | 67555N206 | $11.3K | 1,259,850 | 0.1% |
| Western Digital Corp(WDC) | COM | 958102105 | $9.3K | 136,829 | 0.0% |
| Linear Technology Corp | COM | 535678106 | $9.3K | 148,775 | 0.0% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $7.6K | 42,843 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $6.7K | 241,471 | 0.0% |
| Ubiquiti Networks Inc | COM | 90347A100 | $6.1K | 106,213 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $5.9K | 80,764 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $5.4K | 83,849 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $2.5K | 44,748 | 0.0% |
| China Mobile Limited | SPONSORED ADR | 16941M109 | $2.0K | 37,749 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $1.4K | 6,363 | 0.0% |
| NRG Yield Inc | CL A NEW | 62942X306 | $348 | 22,650 | 0.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $60 | 11,305 | 0.0% |
| Sunworks Inc | COM | 86803X105 | $35 | 17,340 | 0.0% |