Q4 2021 |
37 |
$60.1M |
+$22.4M |
-$21.7M |
+$689K |
IIVI, LITE, CRM, CIEN, BAND
|
13F-HR |
2/14/2022, 10:09 AM |
Q3 2021 |
38 |
$55.3M |
+$12.7M |
-$14.2M |
-$1.51M |
NPTN, IIVI, LITE, CIEN, MRVL
|
13F-HR |
11/15/2021, 11:31 AM |
Q2 2021 |
40 |
$61.6M |
+$10.6M |
-$10.8M |
-$225K |
CIEN, NPTN, MXL, IIVI, VIAV
|
Restatement |
8/16/2021, 03:13 PM |
Q1 2021 |
44 |
$18M |
$0 |
$0 |
|
BAND, AKTS, ANET, DZSI, AMZN
|
Restatement |
2/14/2022, 10:51 AM |
Q4 2020 |
59 |
$107M |
+$49.7M |
-$33.4M |
+$16.4M |
NPTN, LITE, MXL, TSEM, VIAV
|
13F-HR |
2/16/2021, 08:58 AM |
Q3 2020 |
54 |
$72.9M |
+$25.1M |
-$64.5M |
-$39.4M |
IPHI, LITE, NPTN, TSEM, MXL
|
13F-HR |
11/16/2020, 10:31 AM |
Q2 2020 |
55 |
$108M |
+$51.1M |
-$29.9M |
+$21.3M |
LITE, DKNG, IPHI, IIVI, TSEM
|
13F-HR |
8/14/2020, 08:59 AM |
Q1 2020 |
52 |
$66.7M |
+$36.3M |
-$17.7M |
+$18.6M |
BAND, MU, IPHI, TSEM, LITE
|
13F-HR |
5/15/2020, 09:52 AM |
Q4 2019 |
48 |
$57.5M |
+$22M |
-$42.2M |
-$20.2M |
LITE, BAND, CRM, XLNX, UBER
|
13F-HR |
2/14/2020, 09:42 AM |
Q3 2019 |
48 |
$69.7M |
+$31.7M |
-$22.6M |
+$9.06M |
CIEN, LITE, NPTN, SPLK, FEYE
|
13F-HR |
11/14/2019, 10:06 AM |
Q2 2019 |
40 |
$58.7M |
+$34.8M |
-$17.9M |
+$16.9M |
LITE, DIS, PSTG, NPTN, GLW
|
13F-HR |
8/14/2019, 10:56 AM |
Q1 2019 |
45 |
$44.1M |
+$14M |
-$24.6M |
-$10.5M |
LITE, MTSI, AMZN, NTNX, CLDR
|
13F-HR |
5/15/2019, 06:09 AM |
Q4 2018 |
44 |
$48.6M |
+$25.1M |
-$32.9M |
-$7.74M |
AMZN, DIS, ROKU, LITE, META
|
13F-HR |
2/14/2019, 11:32 AM |
Q3 2018 |
44 |
$65.2M |
+$24.3M |
-$27.1M |
-$2.76M |
AAPL, NVDA, LITE, DATA, NXPI
|
13F-HR |
11/14/2018, 12:53 PM |
Q2 2018 |
48 |
$63.5M |
+$17.5M |
-$61.1M |
-$43.7M |
MSFT, NVDA, LITE, LRCX, GOOGL
|
13F-HR |
8/14/2018, 10:53 AM |
Q1 2018 |
58 |
$103M |
+$62.7M |
-$19.7M |
+$43M |
META, GOOGL, LITE, ELLI, CIEN
|
13F-HR |
5/15/2018, 10:21 AM |
Q4 2017 |
46 |
$56.4M |
+$18.7M |
-$46.7M |
-$28M |
LITE, ICHR, MU, AMAT, ELLI
|
13F-HR |
2/14/2018, 11:18 AM |
Q3 2017 |
48 |
$86.4M |
+$33.1M |
-$42.3M |
-$9.17M |
AVGO, GOOGL, LITE, ELLI, DATA
|
13F-HR |
11/14/2017, 10:08 AM |
Q2 2017 |
51 |
$87.2M |
+$42.8M |
-$64.4M |
-$21.6M |
DATA, AMAT, GOOGL, NFLX, P
|
13F-HR |
8/14/2017, 10:33 AM |
Q1 2017 |
54 |
$111M |
+$85.1M |
-$22.3M |
+$62.8M |
GOOGL, META, DIS, AVGO, P
|
13F-HR |
5/15/2017, 02:48 PM |
Q4 2016 |
42 |
$44.4M |
+$24.6M |
-$29.1M |
-$4.43M |
MU, ELLI, WDC, DATA, P
|
13F-HR |
2/14/2017, 11:23 AM |
Q3 2016 |
49 |
$49.3M |
+$22.9M |
-$25.3M |
-$2.37M |
MLNX, AAPL, P, DATA, WDC
|
13F-HR |
11/14/2016, 11:09 AM |
Q2 2016 |
46 |
$46.6M |
+$23.8M |
-$41.9M |
-$18.1M |
MU, HIMX, NXST, PANW, DATA
|
13F-HR |
8/15/2016, 11:54 AM |
Q1 2016 |
45 |
$64.7M |
+$29.9M |
-$62.5M |
-$32.6M |
MAR, DATA, HOT, HIMX, AVGO
|
13F-HR |
5/16/2016, 02:42 PM |
Q4 2015 |
42 |
$103M |
+$45.4M |
-$37M |
+$8.35M |
DATA, AKAM, NXST, INFN, QCOM
|
13F-HR |
2/16/2016, 12:50 PM |
Q3 2015 |
36 |
$86.6M |
+$38.4M |
-$69.9M |
-$31.5M |
DATA, LVLT, AKAM, CONE, NXST
|
13F-HR |
11/16/2015, 11:02 AM |
Q2 2015 |
53 |
$123M |
+$70.4M |
-$56.9M |
+$13.5M |
SPY, AKAM, T, LVLT, WDAY
|
13F-HR |
8/14/2015, 02:49 PM |
Q1 2015 |
58 |
$111M |
+$58.6M |
-$29.7M |
+$28.9M |
AMAT, WDC, CY, AKAM, FEYE
|
13F-HR |
5/14/2015, 03:21 PM |
Q4 2014 |
56 |
$78.3M |
$0 |
$0 |
|
META, BRCM, AAPL, FEYE, AMAT
|
13F-HR |
2/25/2015, 03:14 PM |