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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | LAM RESEARCH CORP | $480.6M | 2249394 | 35.86% |
| 2 | KLA CORP | $457.5M | 310738 | 34.14% |
| 3 | ANALOG DEVICES INC | $148.3M | 466196 | 11.07% |
| 4 | BROADCOM INC | $112.3M | 362760 | 8.38% |
| 5 | BRISTOL-MYERS SQUIBB CO | $29.1M | 479991 | 2.17% |
| 6 | DELL TECHNOLOGIES INC | $21.4M | 130619 | 1.60% |
| 7 | EGAIN CORP | $21.1M | 2671843 | 1.57% |
| 8 | ASPEN AEROGELS INC | $17.7M | 5168674 | 1.32% |
| 9 | PINTEREST INC | $15.6M | 850000 | 1.16% |
| 10 | PROGRESS SOFTWARE CORP | $13.0M | 508608 | 0.97% |
| 11 | GARMIN LTD | $11.1M | 48000 | 0.83% |
| 12 | CEVA INC | $8.3M | 446377 | 0.62% |
| 13 | ARM HOLDINGS PLC | $3.0M | 20000 | 0.23% |
| 14 | INTEL CORP | $1.0M | 23010 | 0.08% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.