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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AXT INC | $39.1M | 685524 | 26.23% |
| 2 | SEAGATE TECHNOLOGY HLDNGS PL | $37.8M | 96600 | 25.41% |
| 3 | CORNING INC | $17.2M | 126729 | 11.57% |
| 4 | VICOR CORP | $11.7M | 72788 | 7.87% |
| 5 | DAQO NEW ENERGY CORP | $9.7M | 457155 | 6.53% |
| 6 | APPLIED OPTOELECTRONICS INC | $8.8M | 104000 | 5.91% |
| 7 | NOKIA CORP | $4.8M | 598086 | 3.23% |
| 8 | SIGMA LITHIUM CORPORATION | $3.8M | 310076 | 2.57% |
| 9 | CAMECO CORP | $3.7M | 34460 | 2.51% |
| 10 | GLOBAL X FDS | $3.7M | 76900 | 2.50% |
| 11 | JOYY INC | $2.5M | 42677 | 1.67% |
| 12 | LUMENTUM HLDGS INC | $2.0M | 2784 | 1.31% |
| 13 | SPROTT FDS TR | $1.8M | 29040 | 1.23% |
| 14 | NVIDIA CORPORATION | $1.5M | 8400 | 0.98% |
| 15 | YALLA GROUP LTD | $685K | 109934 | 0.46% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.