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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TOWER SEMICONDUCTOR LTD | $22.8M | 130000 | 19.51% |
| 2 | ONTO INNOVATION INC | $16.0M | 78000 | 13.68% |
| 3 | SEMTECH CORP | $15.1M | 196000 | 12.89% |
| 4 | APPLIED OPTOELECTRONICS INC | $11.3M | 134000 | 9.69% |
| 5 | TERADYNE INC | $11.0M | 37000 | 9.38% |
| 6 | VICOR CORP | $8.9M | 55000 | 7.57% |
| 7 | FABRINET | $7.8M | 15000 | 6.69% |
| 8 | LUMENTUM HLDGS INC | $7.7M | 11000 | 6.61% |
| 9 | NLIGHT INC | $5.1M | 90000 | 4.39% |
| 10 | ADVANCED MICRO DEVICES INC | $4.5M | 22000 | 3.83% |
| 11 | SANDISK CORP | $4.3M | 6800 | 3.69% |
| 12 | MICRON TECHNOLOGY INC | $1.4M | 4000 | 1.16% |
| 13 | SITIME CORP | $1.1M | 3100 | 0.92% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.