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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | LUMENTUM HLDGS INC | $131.2M | 186661 | 12.31% |
| 2 | AXT INC | $117.9M | 2068550 | 11.06% |
| 3 | TOWER SEMICONDUCTOR LTD | $107.7M | 613788 | 10.10% |
| 4 | INTEL CORP | $99.4M | 2251449 | 9.32% |
| 5 | SANDISK CORP | $81.1M | 127645 | 7.61% |
| 6 | CORNING INC | $72.8M | 535776 | 6.83% |
| 7 | NVIDIA CORPORATION | $62.0M | 355296 | 5.81% |
| 8 | MICRON TECHNOLOGY INC | $44.6M | 132087 | 4.19% |
| 9 | CIENA CORP | $41.7M | 107349 | 3.91% |
| 10 | TAIWAN SEMICONDUCTOR MANUFAC | $38.3M | 113247 | 3.59% |
| 11 | ASTERA LABS INC | $33.3M | 303925 | 3.12% |
| 12 | MACOM TECH SOLUTIONS HLDGS I | $30.4M | 136829 | 2.85% |
| 13 | TERADYNE INC | $30.0M | 101131 | 2.81% |
| 14 | COHERENT CORP | $28.8M | 120878 | 2.70% |
| 15 | TE CONNECTIVITY PLC | $25.6M | 122692 | 2.41% |
| 16 | ALPHABET INC | $25.2M | 87755 | 2.36% |
| 17 | MODINE MFG CO | $24.9M | 115013 | 2.34% |
| 18 | SEMTECH CORP | $21.8M | 283643 | 2.05% |
| 19 | QORVO INC | $21.1M | 272959 | 1.98% |
| 20 | MARVELL TECHNOLOGY INC | $13.2M | 133158 | 1.24% |
| 21 | TESLA INC | $9.8M | 26231 | 0.91% |
| 22 | QNITY ELECTRONICS INC | $5.3M | 46264 | 0.50% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.