Q1 2018 Holdings
Filed 2018-05-14 | 21 holdings | $22.0M | 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 | $21.7M | 118,247 | 98.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $42.2K | 462,634 | 0.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $33.5K | 642,360 | 0.2% |
| Intel Corp(INTC) | COM | 458140100 | $33.0K | 633,997 | 0.1% |
| Western Digital Corp(WDC) | COM | 958102105 | $30.7K | 333,009 | 0.1% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $26.9K | 548,271 | 0.1% |
| Integrated Device Technology | COM | 458118106 | $26.6K | 869,948 | 0.1% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $21.9K | 755,816 | 0.1% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $20.6K | 177,935 | 0.1% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $19.0K | 183,336 | 0.1% |
| Okta Inc(OKTA) | CL A | 679295105 | $16.8K | 421,423 | 0.1% |
| Time Warner Inc | COM NEW | 887317303 | $16.7K | 176,150 | 0.1% |
| Seagate Technology PLC(STX) | SHS | G7945M107 | $16.2K | 275,975 | 0.1% |
| Neophotonics Corp | COM | 64051T100 | $8.4K | 1,226,971 | 0.0% |
| Sony Corp(SONY) | SPONSORED ADR | 835699307 | $6.1K | 125,471 | 0.0% |
| Qualys Inc(QLYS) | COM | 74758T303 | $6.0K | 81,955 | 0.0% |
| Magnachip Semiconductor Corp(MX) | COM | 55933J203 | $3.7K | 389,152 | 0.0% |
| First Solar Inc(FSLR) | COM | 336433107 | $206 | 2,902 | 0.0% |
| Pacific Ethanol Inc | COM PAR $.001 | 69423U305 | $55 | 18,300 | 0.0% |
| Vivint Solar Inc(VSLR) | COM | 92854Q106 | $46 | 12,560 | 0.0% |
| Renesola LTD(VQKA) | SPONSORED ADS | 75971T301 | $42 | 16,600 | 0.0% |