Q3 2022 Holdings
Filed 2022-11-14 | 27 holdings | $7.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $3.8M | 93,039 | 50.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $3.7M | 58,029 | 48.9% |
| Dell Technologies Inc(DELL) | CL C | 24703L202 | $6.5K | 189,303 | 0.1% |
| Workday Inc(WDAY) | CL A | 98138H101 | $4.7K | 30,687 | 0.1% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $4.5K | 52,550 | 0.1% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $4.4K | 103,007 | 0.1% |
| Ishares TR(IGV) | EXPANDED TECH | 464287515 | $3.9K | 15,686 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.9K | 16,602 | 0.1% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $3.6K | 117,647 | 0.0% |
| Jabil Inc(JBL) | COM | 466313103 | $3.5K | 60,113 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $3.4K | 8,922 | 0.0% |
| Juniper Networks Inc(JNP) | COM | 48203R104 | $3.4K | 128,529 | 0.0% |
| Salesforce Inc(CRM) | COM | 79466L302 | $2.9K | 20,196 | 0.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $2.8K | 20,686 | 0.0% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $2.7K | 9,007 | 0.0% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $2.6K | 85,630 | 0.0% |
| Netapp Inc(NTAP) | COM | 64110D104 | $2.5K | 40,196 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $2.4K | 10,196 | 0.0% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $2.4K | 10,588 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $2.3K | 15,000 | 0.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $2.3K | 1,373 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.2K | 12,353 | 0.0% |
| Western Digital Corp.(WDC) | COM | 958102105 | $2.1K | 63,725 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $2.0K | 24,510 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $2.0K | 12,060 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $2.0K | 17,308 | 0.0% |
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $788 | 22,647 | 0.0% |