Q2 2023 Holdings
Filed 2023-08-14 | 11 holdings | $51.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Super Micro Computer Inc(SMCIUSD) | COM | 86800U104 | $8.7M | 35,000 | 16.9% |
| Modine MFG Co(MOD) | COM | 607828100 | $8.2M | 248,000 | 15.9% |
| E L F Beauty Inc(ELF) | COM | 26856L103 | $6.4M | 56,000 | 12.4% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $5.6M | 58,000 | 10.8% |
| Atkore Inc(ATKR) | COM | 047649108 | $4.1M | 26,000 | 7.9% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $3.9M | 24,000 | 7.6% |
| Digi Intl Inc(DGII) | COM | 253798102 | $3.5M | 90,000 | 6.9% |
| Calix Inc(CALX) | COM | 13100M509 | $3.5M | 70,000 | 6.8% |
| Vertiv Holdings Co(VRT) | COM CL A | 92537N108 | $3.5M | 140,000 | 6.7% |
| Aehr Test SYS(AEHR) | COM | 00760J108 | $2.6M | 64,000 | 5.1% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $1.5M | 9,000 | 2.9% |