Q1 2022 Holdings
Filed 2022-05-16 | 25 holdings | $8.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $8.2M | 135,000 | 97.5% |
| Workday Inc(WDAY) | CL A | 98138H101 | $19.6K | 81,699 | 0.2% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $17.7K | 55,000 | 0.2% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $16.5K | 45,000 | 0.2% |
| Sunrun Inc(RUN) | COM | 86771W105 | $15.2K | 500,000 | 0.2% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $15.1K | 28,000 | 0.2% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $14.7K | 42,488 | 0.2% |
| F5 Inc(FFIV) | COM | 315616102 | $12.5K | 60,000 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $11.3K | 145,000 | 0.1% |
| Zendesk Inc | COM | 98936J101 | $9.6K | 79,541 | 0.1% |
| Hewlett Packard Enterprise C(HPE) | COM | 42824C109 | $9.2K | 550,000 | 0.1% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $8.8K | 14,000 | 0.1% |
| Dell Technologies Inc(DELL) | CL C | 24703L202 | $7.5K | 150,000 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $7.4K | 150,000 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $7.3K | 23,739 | 0.1% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $7.3K | 16,418 | 0.1% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $6.3K | 45,000 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $5.3K | 8,578 | 0.1% |
| Vishay Intertechnology Inc(VSH) | COM | 928298108 | $4.4K | 225,388 | 0.1% |
| Qualtrics Intl Inc | COM CL A | 747601201 | $3.1K | 109,827 | 0.0% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $2.9K | 49,875 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $2.8K | 5,867 | 0.0% |
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $2.2K | 38,391 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $405 | 1,380 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $214 | 1,007 | 0.0% |