Q1 2022 Holdings
Filed 2022-05-13 | 19 holdings | $48.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $23.8M | 218,080 | 49.4% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $13.9M | 229,067 | 28.8% |
| Calix Inc(CALX) | COM | 13100M509 | $10.3M | 240,200 | 21.3% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $24.2K | 38,380 | 0.1% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $21.4K | 299,038 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $21.3K | 161,548 | 0.0% |
| Microchip Technology Inc.(MCHP) | COM | 595017104 | $20.2K | 268,330 | 0.0% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $19.8K | 315,984 | 0.0% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $19.2K | 52,415 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $18.4K | 67,270 | 0.0% |
| Macom Tech Solutions Hldgs I(MTSI) | COM | 55405Y100 | $16.1K | 269,053 | 0.0% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $15.7K | 362,500 | 0.0% |
| Semtech Corp(SMTC) | COM | 816850101 | $13.7K | 197,200 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $13.0K | 26,850 | 0.0% |
| Teradyne Inc(TER) | COM | 880770102 | $11.1K | 93,468 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $9.0K | 48,721 | 0.0% |
| Asml Holding N V(ASML) | NY REGISTRY SHS | N07059210 | $8.9K | 13,253 | 0.0% |
| Fabrinet(FN) | SHS | G3323L100 | $7.5K | 71,365 | 0.0% |
| Micron Technology Inc.(MU) | COM | 595112103 | $7.1K | 91,200 | 0.0% |