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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Viavi Solutions Inc | $4.8M | 144933 | 33.42% |
| 2 | CNX Resources Corp | $1.6M | 41555 | 11.10% |
| 3 | Ciena Corporation | $1.3M | 3334 | 8.97% |
| 4 | Lumentum Holdings Inc | $1.2M | 1689 | 8.22% |
| 5 | Invesco Qqq Trust Sr 1 | $1.1M | 1831 | 7.32% |
| 6 | Ericsson L M Tel Adr | $993K | 88096 | 6.88% |
| 7 | Pan American Silver Corp | $892K | 16325 | 6.18% |
| 8 | Keysight Technologies | $885K | 3134 | 6.13% |
| 9 | Figs Inc Cl A | $864K | 58502 | 5.99% |
| 10 | Caterpillar Inc | $436K | 616 | 3.02% |
| 11 | GE Vernova Inc | $354K | 406 | 2.45% |
| 12 | Butterfly Network Cl A | $45K | 11200 | 0.31% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.