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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $130.8M | 750125 | 6.25% |
| 2 | LUMENTUM HLDGS INC | $110.8M | 157688 | 5.29% |
| 3 | BROADCOM INC | $109.6M | 354061 | 5.23% |
| 4 | AKAMAI TECHNOLOGIES INC | $106.5M | 927023 | 5.08% |
| 5 | ADVANCED ENERGY INDS | $104.8M | 324651 | 5.00% |
| 6 | ARM HOLDINGS PLC | $104.6M | 691364 | 4.99% |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | $102.4M | 302885 | 4.89% |
| 8 | AMPHENOL CORP | $98.7M | 780955 | 4.71% |
| 9 | MACOM TECH SOLUTIONS HLDGS I | $96.9M | 436346 | 4.63% |
| 10 | MOTOROLA SOLUTIONS INC | $96.4M | 222108 | 4.60% |
| 11 | CIENA CORP | $96.1M | 247412 | 4.59% |
| 12 | APPLIED MATLS INC | $95.4M | 278994 | 4.55% |
| 13 | VIAVI SOLUTIONS INC | $91.9M | 2762418 | 4.39% |
| 14 | FABRINET | $89.4M | 171493 | 4.27% |
| 15 | HEWLETT PACKARD ENTERPRISE C | $86.6M | 3635167 | 4.13% |
| 16 | NOKIA CORP | $84.4M | 10494766 | 4.03% |
| 17 | TOWER SEMICONDUCTOR LTD | $81.3M | 463022 | 3.88% |
| 18 | STMICROELECTRONICS N V | $80.6M | 2334005 | 3.85% |
| 19 | SILICON MOTION TECHNOLOGY CO | $60.5M | 538748 | 2.89% |
| 20 | ASTERA LABS INC | $55.3M | 504301 | 2.64% |
| 21 | LITTELFUSE INC | $52.3M | 153997 | 2.50% |
| 22 | SENSATA TECHNOLOGIES HLDG PL | $51.7M | 1468566 | 2.47% |
| 23 | MICRON TECHNOLOGY INC | $48.7M | 144010 | 2.32% |
| 24 | MARVELL TECHNOLOGY INC | $37.8M | 381455 | 1.80% |
| 25 | SANDISK CORP | $21.2M | 33352 | 1.01% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.