Allocation by class
Portfolio Concentration
Top 3 weight
21.2%
Top 10 weight
44.2%
Voting Authority Distribution
Total shares with voting rights: 27.86M
Full voting authority
27.86M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Celestica IncSOLE | COM | 209.50K | SH | $58.93M 8.21% | 209.50K | 0.00 | 0.00 |
FabrinetSOLE | COM | 100.10K | SH | $52.19M 7.27% | 100.10K | 0.00 | 0.00 |
Silicon Motion Technology CorpSOLE | ADR | 367.70K | SH | $41.29M 5.75% | 367.70K | 0.00 | 0.00 |
Vicor CorpSOLE | COM | 220K | SH | $35.39M 4.93% | 220K | 0.00 | 0.00 |
Pegasystems IncSOLE | COM | 686.60K | SH | $29.22M 4.07% | 686.60K | 0.00 | 0.00 |
Tower Semiconductor LtdSOLE | COM | 166K | SH | $29.13M 4.06% | 166K | 0.00 | 0.00 |
Arlo Technologies IncSOLE | COM | 1.38M | SH | $19.59M 2.73% | 1.38M | 0.00 | 0.00 |
DigitalOcean Holdings IncSOLE | COM | 217K | SH | $18.60M 2.59% | 217K | 0.00 | 0.00 |
RADWARE LtdSOLE | COM | 650K | SH | $17.11M 2.38% | 650K | 0.00 | 0.00 |
Kulicke & Soffa Industries IncSOLE | COM | 244.10K | SH | $16.04M 2.24% | 244.10K | 0.00 | 0.00 |
Super Micro Computer IncSOLE | COM | 699.50K | SH | $15.93M 2.22% | 699.50K | 0.00 | 0.00 |
Leonardo DRS IncSOLE | COM | 285K | SH | $12.69M 1.77% | 285K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 44.10K | SH | $12.68M 1.77% | 44.10K | 0.00 | 0.00 |
nLight IncSOLE | COM | 185K | SH | $10.55M 1.47% | 185K | 0.00 | 0.00 |
Descartes Systems Group Inc/TheSOLE | COM | 145K | SH | $10.37M 1.44% | 145K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 49.40K | SH | $10.29M 1.43% | 49.40K | 0.00 | 0.00 |
Varonis Systems IncSOLE | COM | 463.50K | SH | $9.96M 1.39% | 463.50K | 0.00 | 0.00 |
Ceva IncSOLE | COM | 520K | SH | $9.71M 1.35% | 520K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 25.80K | SH | $9.55M 1.33% | 25.80K | 0.00 | 0.00 |
JFrog LtdSOLE | COM | 200K | SH | $9.40M 1.31% | 200K | 0.00 | 0.00 |
Electrovaya IncSOLE | COM | 1.15M | SH | $9.00M 1.25% | 1.15M | 0.00 | 0.00 |
Power Integrations IncSOLE | COM | 175K | SH | $8.96M 1.25% | 175K | 0.00 | 0.00 |
Alkami Technology IncSOLE | COM | 500K | SH | $7.83M 1.09% | 500K | 0.00 | 0.00 |
Viavi Solutions IncSOLE | COM | 225K | SH | $7.48M 1.04% | 225K | 0.00 | 0.00 |
Vishay Precision Group IncSOLE | COM | 170K | SH | $7.38M 1.03% | 170K | 0.00 | 0.00 |