Q2 2017 Holdings
Filed 2017-08-14 | 25 holdings | $52.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $26.3M | 186,992 | 49.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $14.5M | 1,161,337 | 27.5% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $11.7M | 34,745 | 22.2% |
| Ballard PWR SYS Inc New(BLDP) | COM | 058586108 | $39.0K | 13,460 | 0.1% |
| Western Digital Corp(WDC) | COM | 958102105 | $22.5K | 254,417 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $20.7K | 21,430 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $16.9K | 566,740 | 0.0% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $14.2K | 60,813 | 0.0% |
| Viavi Solutions Inc(VIAV) | COM | 925550105 | $13.0K | 1,231,048 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $13.0K | 135,025 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $11.4K | 118,143 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $10.7K | 137,994 | 0.0% |
| Momo Inc | ADR | 60879B107 | $10.0K | 270,278 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.0K | 129,874 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $8.9K | 258,059 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $8.6K | 59,686 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $7.4K | 67,442 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $7.3K | 20,268 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $6.1K | 78,780 | 0.0% |
| Qualys Inc(QLYS) | COM | 74758T303 | $6.0K | 147,090 | 0.0% |
| Kulicke & Soffa Inds Inc(KLIC) | COM | 501242101 | $5.7K | 299,782 | 0.0% |
| Power Integrations Inc(POWI) | COM | 739276103 | $4.6K | 62,421 | 0.0% |
| Neophotonics Corp | COM | 64051T100 | $3.6K | 467,103 | 0.0% |
| NRG Yield Inc | CL A NEW | 62942X306 | $179 | 10,510 | 0.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $127 | 17,875 | 0.0% |