Q3 2018 Holdings
Filed 2018-11-14 | 17 holdings | $60.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $22.9M | 731,833 | 38.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $18.9M | 610,559 | 31.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $18.1M | 109,895 | 30.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $57.7K | 504,830 | 0.1% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $43.2K | 562,367 | 0.1% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $37.4K | 348,924 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $28.1K | 176,522 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $26.5K | 22,238 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $24.8K | 180,079 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $24.3K | 345,771 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $18.1K | 217,675 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $16.7K | 231,694 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $11.4K | 161,559 | 0.0% |
| Magnachip Semiconductor Corp(MX) | COM | 55933J203 | $5.0K | 501,148 | 0.0% |
| Terraform PWR Inc | COM CL A | 88104R209 | $216 | 18,742 | 0.0% |
| Vivint Solar Inc(VSLR) | COM | 92854Q106 | $84 | 16,152 | 0.0% |
| Sunworks Inc | COM | 86803X105 | $15 | 31,200 | 0.0% |