| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FINISAR CORP COM NEW | 1,215,300 | 36,787,000 | 12.27% | ||
| 2 | T-MOBILE | 438,900 | 25,241,000 | 8.42% | ||
| 3 | LogMeIn Inc | 211,100 | 20,382,000 | 6.80% | ||
| 4 | ADOBE INC | 186,100 | 19,159,000 | 6.39% | ||
| 5 | JUNIPER NETWORKS | 603,500 | 17,055,000 | 5.69% | ||
| 6 | SYMANTEC CORP | 700,300 | 16,730,000 | 5.58% | ||
| 7 | FACEBOOK INC | 145,200 | 16,705,000 | 5.57% | ||
| 8 | AMAZON COM INC | 21,700 | 16,272,000 | 5.43% | ||
| 9 | NETFLIX INC | 116,000 | 14,361,000 | 4.79% | ||
| 10 | SALESFORCE COM INC | 197,800 | 13,541,000 | 4.52% | ||
| 11 | CHARTER COMM | 41,400 | 11,920,000 | 3.98% | ||
| 12 | ALPHABET INC | 13,500 | 10,698,000 | 3.57% | ||
| 13 | TAKE-TWO INTERACTIVE SOFTWARE COM | 198,500 | 9,784,000 | 3.26% | ||
| 14 | LUMENTUM HLDGS INC | 247,600 | 9,570,000 | 3.19% | ||
| 15 | MICRON TECHNOLOGY INC | 325,700 | 7,139,000 | 2.38% | ||
| 16 | FLEX LTD | 494,500 | 7,106,000 | 2.37% | ||
| 17 | ARRIS INTL INC | 233,000 | 7,020,000 | 2.34% | ||
| 18 | ALIBABA GROUP HLDG LTD | 78,700 | 6,911,000 | 2.31% | ||
| 19 | ARISTA NETWORKS INC COM | 70,000 | 6,774,000 | 2.26% | ||
| 20 | APPLE INC | 55,700 | 6,451,000 | 2.15% | ||
| 21 | SHOPIFY INC | 105,800 | 4,536,000 | 1.51% | ||
| 22 | APPLIED MATLS INC | 106,400 | 3,434,000 | 1.15% | ||
| 23 | ACTIVISION BLIZZARD INC | 94,100 | 3,398,000 | 1.13% | ||
| 24 | Nimble Storage | 421,600 | 3,339,000 | 1.11% | ||
| 25 | PURE STORAGE INC | 285,000 | 3,223,000 | 1.07% | ||
| 26 | OCLARO INC | 255,000 | 2,282,000 | 0.76% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-001791, filed 2017.02.10).
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.
