Q1 2022 Holdings
Filed 2022-05-12 | 20 holdings | $3.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $2.0M | 32,505 | 56.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $1.5M | 13,529 | 42.1% |
| Dell Technologies Inc(DELL) | CL C | 24703L202 | $8.8K | 175,908 | 0.3% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $5.5K | 8,655 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $5.1K | 16,700 | 0.1% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $4.6K | 35,092 | 0.1% |
| Jabil Inc(JBL) | COM | 466313103 | $4.4K | 71,205 | 0.1% |
| Analog Devices Inc(ADI) | COM | 032654105 | $4.1K | 24,734 | 0.1% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $4.0K | 55,969 | 0.1% |
| Hewlett Packard Enterprise C(HPE) | COM | 42824C109 | $3.4K | 201,176 | 0.1% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $3.0K | 8,320 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $3.0K | 4,803 | 0.1% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $2.9K | 21,079 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $2.8K | 5,028 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $2.2K | 10,196 | 0.1% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $2.1K | 6,274 | 0.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $1.9K | 12,706 | 0.1% |
| Western Digital Corp.(WDC) | COM | 958102105 | $1.5K | 30,882 | 0.0% |
| Macom Tech Solutions Hldgs I(MTSI) | COM | 55405Y100 | $1.2K | 20,834 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $1.0K | 20,589 | 0.0% |