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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Lumentum Holdings Inc | $137.5M | 195681 | 19.20% |
| 2 | SanDisk Corp | $122.5M | 192755 | 17.10% |
| 3 | Ciena Corp | $121.7M | 313445 | 16.99% |
| 4 | Circle Internet Group Inc | $115.7M | 1212292 | 16.15% |
| 5 | PDD Holdings Inc | $51.4M | 502925 | 7.17% |
| 6 | SolarEdge Technologies Inc | $47.8M | 936215 | 6.67% |
| 7 | Venture Global Inc | $41.5M | 2631199 | 5.79% |
| 8 | STAAR Surgical Co | $30.0M | 1601701 | 4.18% |
| 9 | AXT Inc | $26.4M | 463225 | 3.68% |
| 10 | SuperX AI Technology Ltd | $14.4M | 1800000 | 2.01% |
| 11 | Brera Holdings PLC | $3.9M | 4920248 | 0.54% |
| 12 | Kingsoft Cloud Holdings Ltd | $1.4M | 102879 | 0.19% |
| 13 | Micron Technology Inc | $1.2M | 3583 | 0.17% |
| 14 | Lexinfintech Holdings Ltd | $827K | 379539 | 0.12% |
| 15 | Intel Corp | $278K | 6312 | 0.04% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.