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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | LUMENTUM HLDGS INC | $969.9M | 1380144 | 20.32% |
| 2 | COHERENT CORP | $637.5M | 2676129 | 13.36% |
| 3 | SANDISK CORP | $526.6M | 828778 | 11.03% |
| 4 | CORNING INC | $268.9M | 1978013 | 5.63% |
| 5 | MICRON TECHNOLOGY INC | $264.8M | 783686 | 5.55% |
| 6 | TOWER SEMICONDUCTOR LTD | $257.5M | 1467302 | 5.39% |
| 7 | MODINE MFG CO | $252.0M | 1163000 | 5.28% |
| 8 | WESTERN DIGITAL CORP | $220.9M | 816707 | 4.63% |
| 9 | SEAGATE TECHNOLOGY HLDNGS PL | $191.9M | 489785 | 4.02% |
| 10 | AMAZON COM INC | $167.8M | 805900 | 3.52% |
| 11 | TERADYNE INC | $164.0M | 553216 | 3.44% |
| 12 | KEYSIGHT TECHNOLOGIES INC | $163.0M | 577247 | 3.41% |
| 13 | ASML HLDG NV | $161.5M | 122297 | 3.38% |
| 14 | NVIDIA CORPORATION | $121.0M | 693800 | 2.54% |
| 15 | AXT INC | $76.8M | 1347119 | 1.61% |
| 16 | NOKIA CORP | $69.3M | 8615862 | 1.45% |
| 17 | AMER SPORTS INC | $63.5M | 1928729 | 1.33% |
| 18 | UNITY SOFTWARE INC | $47.2M | 2151000 | 0.99% |
| 19 | VANECK ETF TRUST | $46.5M | 506821 | 0.97% |
| 20 | APPLOVIN CORP | $32.3M | 81200 | 0.68% |
| 21 | REDDIT INC | $28.7M | 213300 | 0.60% |
| 22 | TRIP COM GROUP LTD | $15.5M | 310767 | 0.32% |
| 23 | SEA LTD | $9.1M | 9258000 | 0.19% |
| 24 | GDS HLDGS LTD | $6.0M | 150000 | 0.13% |
| 25 | ROBINHOOD MKTS INC | $5.5M | 80000 | 0.12% |
| 26 | NIO INC | $1.8M | 300000 | 0.04% |
| 27 | VERTIV HOLDINGS CO | $1.3M | 5000 | 0.03% |
| 28 | TRIP COM GROUP LTD | $718K | 699000 | 0.02% |
| 29 | ALIBABA GROUP HLDG LTD | $473K | 347000 | 0.01% |
| 30 | COINBASE GLOBAL INC | $467K | 500000 | 0.01% |
| 31 | ORACLE CORP | $450K | 10000 | 0.01% |
| 32 | QFIN HOLDINGS INC | $212K | 250000 | 0.00% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.