| 1 |
MATTSON TECHNOLOGY INC |
3,780,000 |
13,343 |
10.29% |
|
|
| 2 |
SUNRUN INC |
674,820 |
7,943 |
6.13% |
|
|
| 3 |
INVENSENSE INC |
700,000 |
7,161 |
5.52% |
|
|
| 4 |
FACEBOOK INC |
60,000 |
6,280 |
4.85% |
|
|
| 5 |
APPLE INC |
57,500 |
6,052 |
4.67% |
|
|
| 6 |
ARISTA NETWORKS INC |
75,000 |
5,838 |
4.50% |
|
|
| 7 |
LAM RESEARCH CORP |
65,000 |
5,162 |
3.98% |
|
|
| 8 |
ALPHABET INC |
6,016 |
4,565 |
3.52% |
|
|
| 9 |
EQUINIX INC |
15,027 |
4,544 |
3.51% |
|
|
| 10 |
ADOBE INC |
45,000 |
4,227 |
3.26% |
|
|
| 11 |
NETFLIX INC |
35,000 |
4,003 |
3.09% |
|
|
| 12 |
SKYWORKS SOLUTIONS INC |
50,000 |
3,842 |
2.96% |
|
|
| 13 |
BAIDU INC |
20,000 |
3,781 |
2.92% |
|
|
| 14 |
QUALCOMM INC |
75,000 |
3,749 |
2.89% |
|
|
| 15 |
ARM HOLDINGS PLC ADR |
80,000 |
3,619 |
2.79% |
|
|
| 16 |
PALO ALTO NETWORKS INC |
20,000 |
3,523 |
2.72% |
|
|
| 17 |
AMAZON COM INC |
5,000 |
3,379 |
2.61% |
|
|
| 18 |
Intuit Inc |
15,000 |
3,376 |
2.60% |
|
|
| 19 |
WORKDAY INC |
40,000 |
3,187 |
2.46% |
|
|
| 20 |
Ambarella, Inc. |
50,000 |
2,787 |
2.15% |
|
|
| 21 |
Sina Corp. |
55,000 |
2,717 |
2.10% |
|
|
| 22 |
Pandora Media Inc |
200,000 |
2,682 |
2.07% |
|
|
| 23 |
TWITTER INC |
100,000 |
2,314 |
1.79% |
|
|
| 24 |
ROCKET FUEL INC |
660,000 |
2,303 |
1.78% |
|
|
| 25 |
AKAMAI TECHNOLOGIES INC |
40,000 |
2,105 |
1.62% |
|
|
| 26 |
INTUIT |
20,000 |
1,930 |
1.49% |
|
|
| 27 |
VMWARE INC |
30,000 |
1,697 |
1.31% |
|
|
| 28 |
EXAR CORPORATION |
270,000 |
1,655 |
1.28% |
|
|
| 29 |
Royal Gold Inc |
150,000 |
1,607 |
1.24% |
|
|
| 30 |
INTEVAC INC COM |
259,683 |
1,223 |
0.94% |
|
|
| 31 |
RACKSPACE HOSTING INC |
40,000 |
1,013 |
0.78% |
|
|
| 32 |
GOGO INC |
50,000 |
890 |
0.69% |
|
|
| 33 |
YELP INC |
30,000 |
864 |
0.67% |
|
|
| 34 |
VERIFONE SYS INC |
30,000 |
841 |
0.65% |
|
|
| 35 |
FIRST SOLAR INC |
10,000 |
660 |
0.51% |
|
|
| 36 |
SUNPOWER CORP |
19,931 |
598 |
0.46% |
|
|
| 37 |
SOLARCITY CORP |
10,500 |
536 |
0.41% |
|
|
| 38 |
POWER INTEGRATIONS INC COM |
9,799 |
477 |
0.37% |
|
|
| 39 |
CREE INC |
15,000 |
400 |
0.31% |
|
|
| 40 |
ABB LTD |
18,000 |
319 |
0.25% |
|
|
| 41 |
KONINKLIJKE PHILIPS N V |
11,378 |
290 |
0.22% |
|
|
| 42 |
JOHNSON CTLS INTL PLC |
7,200 |
284 |
0.22% |
|
|
| 43 |
3M CO |
1,800 |
271 |
0.21% |
|
|
| 44 |
PRAXAIR INC |
2,400 |
246 |
0.19% |
|
|
| 45 |
HONEYWELL INTL INC |
2,080 |
215 |
0.17% |
|
|
| 46 |
QUANTA SVCS INC |
10,000 |
203 |
0.16% |
|
|
| 47 |
ITRON INC |
5,565 |
201 |
0.16% |
|
|
| 48 |
ASPEN AEROGELS INC COM |
30,000 |
182 |
0.14% |
|
|
| 49 |
Covanta Holding Corp. |
10,000 |
155 |
0.12% |
|
|
| 50 |
JA SOLAR HOLDINGS COMPANY LIMITED SPON ADR REP5ORD |
13,000 |
126 |
0.10% |
|
|
