Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | LUMENTUM HLDGS INC | $37.2M | 53000 | 22.55% |
| 2 | CELESTICA INC | $25.1M | 89000 | 15.18% |
| 3 | SANDISK CORP | $20.3M | 32000 | 12.31% |
| 4 | BROADCOM INC | $14.9M | 48000 | 8.99% |
| 5 | ON HLDG AG | $12.1M | 355000 | 7.31% |
| 6 | WESTERN DIGITAL CORP | $9.7M | 36000 | 5.90% |
| 7 | LAM RESEARCH CORP | $9.6M | 45000 | 5.82% |
| 8 | COHERENT CORP | $7.1M | 30000 | 4.33% |
| 9 | MICRON TECHNOLOGY INC | $7.1M | 21000 | 4.30% |
| 10 | CORNING INC | $7.1M | 52000 | 4.28% |
| 11 | NVIDIA CORPORATION | $6.3M | 36100 | 3.81% |
| 12 | BLOOM ENERGY CORP | $6.1M | 45000 | 3.69% |
| 13 | TTM TECHNOLOGIES INC | $2.5M | 26000 | 1.53% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.