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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | WESTERN DIGITAL CORP | $47.0M | 173792 | 8.03% |
| 2 | ASML HLDG NV | $41.4M | 31372 | 7.08% |
| 3 | KEYSIGHT TECHNOLOGIES INC | $36.9M | 130637 | 6.30% |
| 4 | F5 INC | $34.7M | 119963 | 5.93% |
| 5 | ONTO INNOVATION INC | $33.9M | 165373 | 5.79% |
| 6 | SANDISK CORP | $33.3M | 52394 | 5.69% |
| 7 | AMPHENOL CORP | $33.3M | 263400 | 5.69% |
| 8 | VERTIV HOLDINGS CO | $29.9M | 119331 | 5.11% |
| 9 | ANALOG DEVICES INC | $29.8M | 93817 | 5.10% |
| 10 | LUMENTUM HLDGS INC | $27.0M | 38447 | 4.62% |
| 11 | MKS INC. | $26.2M | 114011 | 4.48% |
| 12 | QNITY ELECTRONICS INC | $25.1M | 217581 | 4.29% |
| 13 | AKAMAI TECHNOLOGIES INC | $21.8M | 189800 | 3.72% |
| 14 | NOKIA CORP | $21.4M | 2665800 | 3.66% |
| 15 | MOTOROLA SOLUTIONS INC | $20.7M | 47645 | 3.53% |
| 16 | STMICROELECTRONICS N V | $20.5M | 592300 | 3.50% |
| 17 | CADENCE DESIGN SYSTEM INC | $20.0M | 71990 | 3.42% |
| 18 | CORNING INC | $19.7M | 144539 | 3.36% |
| 19 | ARM HOLDINGS PLC | $18.3M | 121200 | 3.13% |
| 20 | ALLEGRO MICROSYSTEMS INC | $15.6M | 493173 | 2.66% |
| 21 | MICROCHIP TECHNOLOGY INC. | $10.8M | 166877 | 1.84% |
| 22 | HP INC | $10.0M | 521500 | 1.71% |
| 23 | CREDO TECHNOLOGY GROUP HOLDI | $8.0M | 84700 | 1.36% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.