Q1 2017 Holdings
Filed 2017-05-15 | 26 holdings | $23.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $9.5M | 28,993 | 40.6% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $8.2M | 75,920 | 35.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $5.5M | 375,624 | 23.4% |
| Apple Inc(AAPL) | COM | 037833100 | $28.5K | 198,327 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $18.9K | 652,909 | 0.1% |
| Analog Devices Inc(ADI) | COM | 032654105 | $18.7K | 227,657 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $15.8K | 17,845 | 0.1% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $14.0K | 216,130 | 0.1% |
| Oclaro Inc | COM NEW | 67555N206 | $13.2K | 1,342,310 | 0.1% |
| Viavi Solutions Inc(VIAV) | COM | 925550105 | $13.1K | 1,225,277 | 0.1% |
| Western Digital Corp(WDC) | COM | 958102105 | $12.9K | 156,397 | 0.1% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $12.7K | 172,667 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $12.1K | 43,440 | 0.1% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $11.8K | 53,729 | 0.1% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $11.2K | 121,363 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $8.3K | 169,490 | 0.0% |
| Momo Inc | ADR | 60879B107 | $7.6K | 224,012 | 0.0% |
| Kulicke & Soffa Inds Inc(KLIC) | COM | 501242101 | $7.4K | 362,439 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $4.8K | 55,841 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $4.6K | 16,157 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $3.6K | 161,936 | 0.0% |
| China Mobile Limited | SPONSORED ADR | 16941M109 | $2.6K | 47,121 | 0.0% |
| NRG Yield Inc | CL A NEW | 62942X306 | $260 | 14,970 | 0.0% |
| JA Solar Holdings Co LTD | SPON ADR REP5ORD | 466090206 | $91 | 13,980 | 0.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $69 | 50,320 | 0.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $61 | 11,305 | 0.0% |