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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC | $78.8M | 233250 | 13.55% |
| 2 | INTEL CORP | $65.1M | 1476000 | 11.20% |
| 3 | TERADYNE INC | $52.6M | 177505 | 9.05% |
| 4 | MARVELL TECHNOLOGY INC | $51.0M | 515400 | 8.78% |
| 5 | NVIDIA CORPORATION | $44.9M | 257629 | 7.72% |
| 6 | ARM HOLDINGS PLC | $43.8M | 289461 | 7.53% |
| 7 | PTC INC | $39.9M | 279909 | 6.86% |
| 8 | SYNOPSYS INC | $36.6M | 92220 | 6.28% |
| 9 | AUTODESK INC | $30.9M | 129100 | 5.31% |
| 10 | ASML HLDG NV | $30.4M | 23014 | 5.23% |
| 11 | CADENCE DESIGN SYSTEM INC | $27.9M | 100500 | 4.80% |
| 12 | ASTERA LABS INC | $25.0M | 228400 | 4.30% |
| 13 | ENTEGRIS INC | $15.1M | 129100 | 2.60% |
| 14 | LATTICE SEMICONDUCTOR CORP | $14.4M | 155550 | 2.48% |
| 15 | ALPHABET INC | $13.9M | 48175 | 2.38% |
| 16 | BENTLEY SYS INC | $9.1M | 260400 | 1.57% |
| 17 | VIAVI SOLUTIONS INC | $2.1M | 64600 | 0.37% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.