Q2 2022 Holdings
Filed 2022-08-15 | 23 holdings | $43.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $15.3M | 200,000 | 35.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $12.8M | 300,000 | 29.3% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $11.4M | 250,000 | 26.2% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $4.0M | 55,000 | 9.1% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $19.6K | 450,000 | 0.0% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $19.1K | 60,000 | 0.0% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $15.1K | 300,000 | 0.0% |
| Hewlett Packard Enterprise C(HPE) | COM | 42824C109 | $13.3K | 1,000,000 | 0.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $11.7K | 500,000 | 0.0% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $10.9K | 40,000 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $9.3K | 24,203 | 0.0% |
| F5 Inc(FFIV) | COM | 315616102 | $9.2K | 60,000 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $8.5K | 20,000 | 0.0% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $7.8K | 27,745 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $7.6K | 54,323 | 0.0% |
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $5.4K | 119,768 | 0.0% |
| Juniper Networks Inc(JNP) | COM | 48203R104 | $5.0K | 175,000 | 0.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $4.9K | 25,000 | 0.0% |
| Sunpower Corp(SPWRQ) | COM | 867652406 | $4.7K | 300,000 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $4.7K | 82,169 | 0.0% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $2.9K | 63,465 | 0.0% |
| Fisker Inc(SPAQUSD) | CL A COM STK | 33813J106 | $2.6K | 300,000 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $2.4K | 12,645 | 0.0% |