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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORP | $62.7M | 359650 | 50.97% |
| 2 | MICRON TECHNOLOGY INC | $45.7M | 135213 | 37.12% |
| 3 | ISHARES MSCI SOUTH KOREA ETF | $14.7M | 119102 | 11.91% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.