| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NANOMETRICS INC | 164,417 | 2,489,000 | 1.40% | ||
| 2 | CIRRUS LOGIC INC | 100,000 | 2,953,000 | 1.66% | ||
| 3 | RUBICON PROJ INC | 225,500 | 3,709,000 | 2.08% | ||
| 4 | OCLARO INC | 1,515,290 | 5,273,000 | 2.96% | ||
| 5 | MARVELL TECHNOLOGY GROUP LTD | 612,000 | 5,398,000 | 3.03% | ||
| 6 | CIENA CORP | 266,600 | 5,516,000 | 3.10% | ||
| 7 | ARM HOLDINGS PLC ADR | 125,200 | 5,664,000 | 3.18% | ||
| 8 | NXP SEMICONDUCTORS N V | 100,000 | 8,425,000 | 4.73% | ||
| 9 | STRATASYS LTD | 421,400 | 9,894,000 | 5.56% | ||
| 10 | IMMERSION CORP | 953,500 | 11,118,000 | 6.25% | Call | |
| 11 | QLIK TECHNOLOGIES INC COM | 376,600 | 11,923,000 | 6.70% | ||
| 12 | FIREEYE INC | 576,800 | 11,963,000 | 6.72% | ||
| 13 | MARVELL TECHNOLOGY GROUP LTD | 1,377,300 | 12,148,000 | 6.83% | Call | |
| 14 | UNIVERSAL DISPLAY CORP | 233,600 | 12,717,000 | 7.15% | ||
| 15 | IMMERSION CORP | 1,574,498 | 18,359,000 | 10.32% | ||
| 16 | APPLIED MICRO CIRCUITS ORD | 7,913,000 | 50,406,000 | 28.33% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-010907, filed 2016.02.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
