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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC | $264.9M | 784100 | 19.08% |
| 2 | LAM RESEARCH CORP | $174.3M | 815700 | 12.55% |
| 3 | LUMENTUM HOLDINGS INC | $149.0M | 212000 | 10.73% |
| 4 | TERADYNE INC | $135.4M | 456800 | 9.75% |
| 5 | BLOOM ENERGY CORP- A | $132.8M | 980000 | 9.56% |
| 6 | WESTERN DIGITAL CORP | $93.3M | 345000 | 6.72% |
| 7 | SEAGATE TECHNOLOGY HOLDINGS | $81.5M | 208000 | 5.87% |
| 8 | NVIDIA CORP | $62.8M | 360000 | 4.52% |
| 9 | ALPHABET INC-CL C | $40.8M | 142200 | 2.94% |
| 10 | FUTU HOLDINGS LTD-ADR | $38.2M | 279000 | 2.75% |
| 11 | ECHOSTAR CORP-A | $28.2M | 241000 | 2.03% |
| 12 | CORNING INC | $23.0M | 169200 | 1.66% |
| 13 | AMAZON.COM INC | $18.0M | 86600 | 1.30% |
| 14 | INTEL CORP | $15.9M | 360000 | 1.14% |
| 15 | COHERENT CORP | $14.9M | 62400 | 1.07% |
| 16 | MACOM TECHNOLOGY SOLUTIONS H | $14.3M | 64400 | 1.03% |
| 17 | TESLA MOTORS INC | $13.4M | 36000 | 0.96% |
| 18 | BROADCOM INC | $12.4M | 40000 | 0.89% |
| 19 | IPATH SERIES B S&P 500 VIX HEDGEFUND | $11.0M | 309000 | 0.79% |
| 20 | META PLATFORMS INC | $11.0M | 19200 | 0.79% |
| 21 | SANDISK CORP | $10.9M | 17200 | 0.79% |
| 22 | APPLIED MATERIALS INC | $10.2M | 29974 | 0.74% |
| 23 | TRIP.COM GROUP LTD-ADR | $9.0M | 181095 | 0.65% |
| 24 | MICROSOFT CORP | $6.8M | 18450 | 0.49% |
| 25 | LINDE PLC | $5.4M | 10950 | 0.39% |
| 26 | REDWIRE CORP | $5.4M | 635000 | 0.39% |
| 27 | TTM TECHNOLOGIES | $3.1M | 31500 | 0.22% |
| 28 | STMICROELECTRONICS NV-NY SHS | $2.0M | 58950 | 0.15% |
| 29 | ZEPP HEALTH CORP-ADR | $369K | 30892 | 0.03% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.