Q4 2021 Holdings
Filed 2022-02-14 | 20 holdings | $65.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $25.9M | 179,680 | 39.4% |
| Calix Inc(CALX) | COM | 13100M509 | $24.9M | 311,467 | 37.9% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $14.6M | 190,167 | 22.3% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $26.5K | 302,658 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $25.6K | 162,848 | 0.0% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $24.2K | 356,284 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $23.9K | 35,950 | 0.0% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $22.9K | 468,400 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $22.0K | 74,670 | 0.0% |
| Microchip Technology Inc.(MCHP) | COM | 595017104 | $20.8K | 239,330 | 0.0% |
| Macom Tech Solutions Hldgs I(MTSI) | COM | 55405Y100 | $20.0K | 255,453 | 0.0% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $18.4K | 42,715 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $17.4K | 76,225 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $16.4K | 175,700 | 0.0% |
| Teradyne Inc(TER) | COM | 880770102 | $15.3K | 93,600 | 0.0% |
| Vicor Corp(VICR) | COM | 925815102 | $12.2K | 96,274 | 0.0% |
| Semtech Corp(SMTC) | COM | 816850101 | $11.3K | 127,000 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $10.7K | 21,600 | 0.0% |
| Fabrinet(FN) | SHS | G3323L100 | $7.9K | 66,965 | 0.0% |
| Amkor Technology Inc(AMKR) | COM | 031652100 | $6.3K | 255,306 | 0.0% |