Q4 2017 Holdings
Filed 2018-02-14 | 21 holdings | $15.4M | 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 | $15.0M | 87,135 | 97.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $46.1K | 539,073 | 0.3% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $43.5K | 494,745 | 0.3% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $35.1K | 336,161 | 0.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $32.4K | 168,888 | 0.2% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $23.7K | 210,757 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $22.6K | 19,335 | 0.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $19.6K | 306,378 | 0.1% |
| Qualys Inc(QLYS) | COM | 74758T303 | $18.4K | 310,826 | 0.1% |
| Time Warner Inc | COM NEW | 887317303 | $15.7K | 171,339 | 0.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $15.1K | 78,084 | 0.1% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $10.4K | 195,604 | 0.1% |
| Sony Corp(SONY) | SPONSORED ADR | 835699307 | $10.2K | 226,005 | 0.1% |
| Integrated Device Technology | COM | 458118106 | $10.0K | 335,607 | 0.1% |
| Okta Inc(OKTA) | CL A | 679295105 | $9.5K | 370,578 | 0.1% |
| Kulicke & Soffa Inds Inc(KLIC) | COM | 501242101 | $6.9K | 284,811 | 0.0% |
| Himax Technologies Inc(HIMX) | SPONSORED ADR | 43289P106 | $3.6K | 344,604 | 0.0% |
| Neophotonics Corp | COM | 64051T100 | $3.3K | 494,119 | 0.0% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $1.3K | 5,130 | 0.0% |
| Daqo New Energy Corp(DQ) | SPNSRD ADR NEW | 23703Q203 | $215 | 3,614 | 0.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $38 | 15,883 | 0.0% |