| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 499,400 | 61,826,000 | 6.88% | Put | |
| 2 | MICRON TECHNOLOGY INC | 2,648,423 | 58,054,000 | 6.46% | ||
| 3 | SEAGATE TECHNOLOGY PLC | 1,175,200 | 44,857,000 | 5.00% | Put | |
| 4 | COHERENT INC COM | 309,900 | 42,578,000 | 4.74% | Put | |
| 5 | SKYWORKS SOLUTIONS INC | 569,100 | 42,489,000 | 4.73% | Put | |
| 6 | TESLA INC | 170,000 | 36,327,000 | 4.05% | Put | |
| 7 | WESTERN DIGITAL CORP | 514,018 | 34,927,000 | 3.89% | ||
| 8 | LUMENTUM HLDGS INC | 782,722 | 30,252,000 | 3.37% | ||
| 9 | AMAZON COM INC | 39,000 | 29,245,000 | 3.26% | Put | |
| 10 | FABRINET SHS | 722,956 | 29,136,000 | 3.24% | ||
| 11 | CANADIAN SOLAR INC | 2,207,470 | 26,887,000 | 2.99% | ||
| 12 | TERRAFORM GLOBAL INC CL A | 6,211,753 | 24,537,000 | 2.73% | ||
| 13 | F5 NETWORKS INC | 166,900 | 24,154,000 | 2.69% | Put | |
| 14 | SUNRUN INC | 4,274,653 | 22,699,000 | 2.53% | ||
| 15 | FINISAR CORP COM NEW | 707,574 | 21,418,000 | 2.39% | ||
| 16 | CHINA MOBILE LIMITED | 398,782 | 20,908,000 | 2.33% | ||
| 17 | OCLARO INC | 2,296,612 | 20,555,000 | 2.29% | ||
| 18 | ARISTA NETWORKS INC COM | 202,200 | 19,567,000 | 2.18% | Put | |
| 19 | 8point3 Energy Partners LP | 1,494,776 | 19,402,000 | 2.16% | ||
| 20 | RED HAT INC | 240,100 | 16,735,000 | 1.86% | Put | |
| 21 | DAQO NEW ENERGY CORP | 859,470 | 16,588,000 | 1.85% | ||
| 22 | LATTICE SEMICONDUCTOR CORP | 1,958,897 | 14,418,000 | 1.61% | ||
| 23 | Nimble Storage | 1,786,499 | 14,150,000 | 1.58% | ||
| 24 | SHOPIFY INC | 326,600 | 14,001,000 | 1.56% | Put | |
| 25 | MICROSOFT CORP | 214,700 | 13,341,000 | 1.49% | ||
| 26 | WORKDAY A | 200,000 | 13,218,000 | 1.47% | Put | |
| 27 | CHECK POINT SOFTWARE TECH LT | 143,800 | 12,145,000 | 1.35% | Put | |
| 28 | VERIZON COMMUNICATIONS INC | 222,900 | 11,898,000 | 1.32% | ||
| 29 | II VI INC | 400,454 | 11,873,000 | 1.32% | ||
| 30 | QUALCOMM INC | 175,887 | 11,468,000 | 1.28% | ||
| 31 | NEOPHOTONICS CORP | 1,029,813 | 11,132,000 | 1.24% | ||
| 32 | SILICON MOTION TECHNOLOGY CO SPONSORED ADR | 261,318 | 11,101,000 | 1.24% | ||
| 33 | ULTRATECH INC | 373,263 | 8,950,000 | 1.00% | ||
| 34 | VIAVI SOLUTIONS INC | 1,051,900 | 8,604,000 | 0.96% | ||
| 35 | VIVINT SOLAR INC | 3,242,296 | 8,268,000 | 0.92% | ||
| 36 | FIRST SOLAR INC | 250,195 | 8,029,000 | 0.89% | ||
| 37 | ADVANCED ENERGY INDS COM | 143,000 | 7,829,000 | 0.87% | Put | |
| 38 | LG DISPLAY CO LTD | 577,659 | 7,423,000 | 0.83% | ||
| 39 | FORTINET | 239,400 | 7,211,000 | 0.80% | Put | |
| 40 | CYPRESS SEMICONDUCTRCORP | 600,000 | 6,864,000 | 0.76% | ||
| 41 | GRIDSUM HLDG INC | 630,803 | 6,428,000 | 0.72% | ||
| 42 | STMICROELECTRONICS N V | 557,906 | 6,332,000 | 0.71% | ||
| 43 | InvenSense, Inc. | 488,355 | 6,246,000 | 0.70% | ||
| 44 | SALESFORCE COM INC | 90,000 | 6,161,000 | 0.69% | Put | |
| 45 | NUTANIX INC CL A | 197,400 | 5,243,000 | 0.58% | Put | |
| 46 | HEWLETT PACKARD ENTERPRISE C | 221,351 | 5,122,000 | 0.57% | ||
| 47 | HIMAX TECHNOLOGIES INC ADR SPONSORED | 699,831 | 4,227,000 | 0.47% | ||
| 48 | T-MOBILE | 72,292 | 4,157,000 | 0.46% | ||
| 49 | TIME WARNER INC | 40,000 | 3,861,000 | 0.43% | ||
| 50 | APPLIED MICRO CIRCUITS CORP | 442,345 | 3,649,000 | 0.41% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-17-001526, filed 2017.02.14).
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.
