Q4 2018 Holdings
Filed 2019-02-14 | 22 holdings | $56.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $36.9M | 1,087,875 | 64.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $19.7M | 143,666 | 34.6% |
| Ericsson(ERIC) | ADR B SEK 10 | 294821608 | $39.9K | 4,506,039 | 0.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $38.2K | 672,016 | 0.1% |
| Texas Instrs Inc(TXN)Call | COM | 882508104 | $36.8K | 389,400 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $34.4K | 733,283 | 0.1% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $30.1K | 353,808 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $28.9K | 285,094 | 0.1% |
| Okta Inc(OKTA) | CL A | 679295105 | $27.1K | 425,710 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $23.5K | 171,889 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $21.8K | 187,186 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $21.7K | 340,915 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $20.6K | 13,719 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $18.9K | 183,446 | 0.0% |
| Skyworks Solutions Inc(SWKS)Call | COM | 83088M102 | $12.3K | 184,100 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $11.7K | 11,276 | 0.0% |
| Zuora Inc(ZUOUSD) | COM CL A | 98983V106 | $3.5K | 190,831 | 0.0% |
| Neophotonics Corp | COM | 64051T100 | $3.0K | 456,965 | 0.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $150 | 31,690 | 0.0% |
| Hanwha Q Cell Co LTD | SPONSORED ADR NE | 41135V301 | $102 | 10,467 | 0.0% |
| Vivint Solar Inc(VSLR) | COM | 92854Q106 | $69 | 18,012 | 0.0% |
| Sunworks Inc | COM | 86803X105 | $8 | 31,200 | 0.0% |