Q2 2022 Holdings
Filed 2022-08-15 | 12 holdings | $5.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $5.4M | 70,233 | 99.2% |
| Nortonlifelock Inc(GEN) | COM | 668771108 | $9.1K | 415,400 | 0.2% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $6.1K | 18,232 | 0.1% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $5.2K | 38,369 | 0.1% |
| Analog Devices Inc(ADI) | COM | 032654105 | $5.2K | 35,323 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $3.6K | 7,380 | 0.1% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $3.2K | 67,101 | 0.1% |
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $2.9K | 63,908 | 0.1% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $2.8K | 55,427 | 0.1% |
| Schlumberger LTD(SLB) | COM STK | 806857108 | $1.6K | 45,344 | 0.0% |
| Western Digital Corp.(WDC) | COM | 958102105 | $1.1K | 24,366 | 0.0% |
| Marvell Technology Group LTD(MRVL) | COM STK | 573874104 | $154 | 3,531 | 0.0% |