Q4 2014 Holdings
Filed 2015-02-13 | 45 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ceva Inc(CEVA) | COM | 157210105 | $1.3M | 69,615 | 78.9% |
| Seagate Technology PLC(STX) | SHS | G7945M107 | $26.1K | 392,816 | 1.6% |
| Integrated Device Technology | COM | 458118106 | $25.1K | 1,279,122 | 1.6% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $23.5K | 323,031 | 1.5% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $22.3K | 943,626 | 1.4% |
| Western Digital Corp(WDC) | COM | 958102105 | $21.4K | 193,009 | 1.3% |
| Dolby Laboratories Inc(DLB) | COM | 25659T107 | $19.6K | 454,708 | 1.2% |
| Intersil Corp | CL A | 46069S109 | $18.9K | 1,306,420 | 1.2% |
| Cabot Corp(CBT) | COM | 127055101 | $18.7K | 425,771 | 1.2% |
| Infosys LTD(INFY) | SPONSORED ADR | 456788108 | $17.1K | 542,714 | 1.1% |
| Fairchild Semiconductor Intl | COM | 303726103 | $15.5K | 916,113 | 1.0% |
| Sciclone Pharmaceuticals Inc | COM | 80862K104 | $12.1K | 1,380,462 | 0.8% |
| Wuxi Pharmatech Cayman Inc | SPONS ADR SHS | 929352102 | $11.0K | 327,754 | 0.7% |
| Kulicke & Soffa Inds Inc(KLIC) | COM | 501242101 | $8.8K | 606,526 | 0.5% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $8.6K | 210,633 | 0.5% |
| Emulex Corp | COM NEW | 292475209 | $8.4K | 1,489,502 | 0.5% |
| DTS Inc | COM | 23335C101 | $7.9K | 255,393 | 0.5% |
| Jabil Circuit Inc(JBL) | COM | 466313103 | $7.6K | 347,369 | 0.5% |
| Perfect World Co LTD | SPON ADR REP B | 71372U104 | $7.2K | 459,422 | 0.5% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $6.3K | 313,200 | 0.4% |
| Teradyne Inc(TER) | COM | 880770102 | $6.1K | 310,500 | 0.4% |
| Plexus Corp(PLXS) | COM | 729132100 | $5.0K | 120,507 | 0.3% |
| Hollysys Automation Technolo | SHS | G45667105 | $4.6K | 190,116 | 0.3% |
| Mindray Medical Intl LTD | SPON ADR | 602675100 | $4.2K | 160,101 | 0.3% |
| Flextronics Intl LTD(FLEX) | ORD | Y2573F102 | $4.1K | 365,275 | 0.3% |
| Orbotech LTD | ORD | M75253100 | $4.0K | 269,701 | 0.2% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $3.3K | 474,110 | 0.2% |
| Micrel Inc | COM | 594793101 | $2.6K | 181,007 | 0.2% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $2.5K | 46,420 | 0.2% |
| Pmc-Sierra Inc | COM | 69344F106 | $2.2K | 243,500 | 0.1% |
| China Distance ED Hldgs LTD | SPONS ADR | 16944W104 | $1.8K | 109,547 | 0.1% |
| DSP Group Inc(DSPGEUR) | COM | 23332B106 | $1.8K | 162,649 | 0.1% |
| Pericom Semiconductor Corp | COM | 713831105 | $1.7K | 126,238 | 0.1% |
| Alpha & Omega Semiconductor(AOSL) | SHS | G6331P104 | $1.0K | 117,899 | 0.1% |
| Shanda Games LTD | SP ADR REPTG A | 81941U105 | $1.0K | 180,959 | 0.1% |
| Inphi Corp(IPHI) | COM | 45772F107 | $909 | 49,207 | 0.1% |
| Phoenix New Media LTD | SPONSORED ADS | 71910C103 | $682 | 82,058 | 0.0% |
| China Digital TV Hldg Co LTD | SPONSORED ADR | 16938G107 | $567 | 185,227 | 0.0% |
| China Automotive SYS Inc(CAASEUR) | COM | 16936R105 | $497 | 70,063 | 0.0% |
| Nova Measuring Instruments L(NVMI) | COM | M7516K103 | $442 | 42,496 | 0.0% |
| Global Sources LTD | ORD | G39300101 | $416 | 65,362 | 0.0% |
| Sinovac Biotech LTD(SVA) | SHS | P8696W104 | $396 | 75,772 | 0.0% |
| Photronics Inc(PLAB) | COM | 719405102 | $390 | 46,983 | 0.0% |
| Park Electrochemical Corp | COM | 700416209 | $292 | 11,707 | 0.0% |
| Kongzhong Corp | SPONSORED ADR | 50047P104 | $171 | 31,679 | 0.0% |