| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLIED MICRO CIRCUITS CORP | 7,913,000 | 50,801,000 | 24.81% | ||
| 2 | CHECK POINT SOFTWARE TECH LT | 438,000 | 34,900,000 | 17.05% | Put | |
| 3 | BROADCOM LTD | 150,000 | 23,310,000 | 11.38% | Call | |
| 4 | FIREEYE INC | 994,800 | 16,384,000 | 8.00% | ||
| 5 | UNIVERSAL DISPLAY CORP | 201,100 | 13,635,000 | 6.66% | ||
| 6 | UNIVERSAL DISPLAY CORP | 200,000 | 13,560,000 | 6.62% | Call | |
| 7 | IMMERSION CORP | 1,838,600 | 13,495,000 | 6.59% | ||
| 8 | SPLUNK | 200,500 | 10,863,000 | 5.31% | ||
| 9 | IMMERSION CORP | 753,300 | 5,529,000 | 2.70% | Call | |
| 10 | Integrated Device Technology I | 220,000 | 4,429,000 | 2.16% | ||
| 11 | MARVELL TECHNOLOGY GROUP LTD | 400,000 | 3,812,000 | 1.86% | ||
| 12 | BROADCOM LTD | 20,205 | 3,140,000 | 1.53% | ||
| 13 | SILICON MOTION TECHNOLOGY CO SPONSORED ADR | 55,000 | 2,629,000 | 1.28% | ||
| 14 | ZEBRA TECHNOLOGIES CORPORATION CL A | 50,000 | 2,505,000 | 1.22% | ||
| 15 | VARONIS SYS INC COM | 101,000 | 2,426,000 | 1.18% | ||
| 16 | NANOMETRICS INC | 115,093 | 2,393,000 | 1.17% | ||
| 17 | CIENA CORP COM NEW | 50,000 | 938,000 | 0.46% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-014817, filed 2016.08.15).
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.
