 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 19.1% | 5.95% | $216.2M | 452,800 | $55.0M | 162,640 | +290,160+178.41% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 8.78% | 3.53% | $99.4M | 171,100 | $32.6M | 160,400 | +10,700+6.67% | Add |
 LUMENTUM HLDGS INCLITE |
| 8.11% | 4.16% | $91.8M | 106,960 | $38.5M | 54,745 | +52,215+95.38% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 7.6% | — | $86.1M | 288,880 | $0 | 0 | +288,880 | New Buy |
 CORNING INCGLW |
| 6.64% | 3.98% | $75.1M | 294,169 | $36.8M | 270,414 | +23,755+8.78% | Add |
 INTEL CORPINTC |
| 5.79% | 4.07% | $65.5M | 469,340 | $37.6M | 852,600 | -383,260-44.95% | Reduce |
| QQUALCOMM INCQCOM |
| 4.96% | — | $56.1M | 303,691 | $0 | 0 | +303,691 | New Buy |
 CHEVRON CORPORATIONCVX |
| 4.65% | — | $52.6M | 317,400 | $0 | 0 | +317,400 | New Buy |
 ROBINHOOD MKTS INCHOOD |
| 4.54% | 3.87% | $51.4M | 512,952 | $35.8M | 516,252 | -3,300-0.64% | Reduce |
 CELESTICA INCCLS |
| 3.48% | — | $39.4M | 108,000 | $0 | 0 | +108,000 | New Buy |
 BROADCOM INCAVGO |
| 3.31% | — | $37.5M | 99,160 | $0 | 0 | +99,160 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 3.24% | 9.55% | $36.7M | 31,805 | $88.3M | 261,307 | -229,502-87.83% | Reduce |
 BAKER HUGHES COMPANYBKR |
| 2.86% | 3.22% | $32.4M | 583,995 | $29.8M | 488,135 | +95,860+19.64% | Add |
 CIENA CORPCIEN |
| 1.5% | — | $17.0M | 34,720 | $0 | 0 | +34,720 | New Buy |
| NNOKIA CORP SPONSORED ADRNOK |
| 1.43% | — | $16.1M | 1.2M | $0 | 0 | +1.2M | New Buy |
| TTERADYNE INCTER |
| 1.37% | 1.7% | $15.5M | 32,000 | $15.7M | 52,887 | -20,887-39.49% | Reduce |
| XX-ENERGY INCXE |
| 1.03% | — | $11.7M | 636,000 | $0 | 0 | +636,000 | New Buy |
 SLB LIMITEDSLB |
| 1.03% | 1.39% | $11.6M | 250,000 | $12.8M | 250,000 | 00.00% | Unchanged |
 TRIP COM GROUP LTDTCOM |
| 0.97% | 1.01% | $10.9M | 274,227 | $9.3M | 187,500 | +86,727+46.25% | Add |
| AAXT INCAXTI |
| 0.89% | — | $10.1M | 140,000 | $0 | 0 | +140,000 | New Buy |
 SITIME CORPSITM |
| 0.82% | — | $9.3M | 12,500 | $0 | 0 | +12,500 | New Buy |
 ROOT INCROOT |
| 0.79% | 0.77% | $9.0M | 160,798 | $7.1M | 160,798 | 00.00% | Unchanged |
 ALIBABA GROUP HLDG LTDBABA |
| 0.75% | 2.51% | $8.4M | 88,000 | $23.2M | 185,000 | -97,000-52.43% | Reduce |
| KKULICKE & SOFFA INDS INCKLIC |
| 0.74% | — | $8.4M | 62,786 | $0 | 0 | +62,786 | New Buy |
 BWX TECHNOLOGIES INCBWXT |
| 0.69% | — | $7.8M | 40,000 | $0 | 0 | +40,000 | New Buy |
 SUPER MICRO COMPUTER INCSMCI |
| 0.62% | — | $7.0M | 238,300 | $0 | 0 | +238,300 | New Buy |
| OONTO INNOVATION INCONTO |
| 0.59% | — | $6.6M | 17,500 | $0 | 0 | +17,500 | New Buy |
| IINNIO NVINIO |
| 0.56% | — | $6.3M | 159,132 | $0 | 0 | +159,132 | New Buy |
| SSEMTECH CORPSMTC |
| 0.53% | — | $6.0M | 37,100 | $0 | 0 | +37,100 | New Buy |
| PPOET TECHNOLOGIES INCPOET |
| 0.49% | — | $5.6M | 540,000 | $0 | 0 | +540,000 | New Buy |
| NNEW ORIENTAL EDUCATIONEDU |
| 0.42% | 0.95% | $4.7M | 102,700 | $8.8M | 155,300 | -52,600-33.87% | Reduce |
 SNAP INCSNAP |
| 0.35% | 0.78% | $4.0M | 900,500 | $7.2M | 1.6M | -669,500-42.64% | Reduce |
| BBAIDU INCBIDU |
| 0.26% | — | $3.0M | 26,200 | $0 | 0 | +26,200 | New Buy |
| SSANDISK CORP COMSNDK |
| 0.24% | 3.61% | $2.7M | 1,205 | $33.3M | 52,465 | -51,260-97.70% | Reduce |
| SSEADRILL LTDSDRL |
| 0.21% | — | $2.3M | 61,600 | $0 | 0 | +61,600 | New Buy |
| TTRANSOCEAN LTDRIG |
| 0.19% | — | $2.2M | 445,100 | $0 | 0 | +445,100 | New Buy |
| VValaris LTD Non-Tradeable AssetVAL |
| 0.19% | — | $2.2M | 29,800 | $0 | 0 | +29,800 | New Buy |
 SUPER MICRSMCI |
| 0.09% | — | $1.0M | 20,000 | $0 | 0 | +20,000 | New Buy |
 ASML HLDG NVASML |
| 0.06% | 3% | $686,357 | 345 | $27.7M | 21,000 | -20,655-98.36% | Reduce |
| UUNITED MICROELECTRONICS CORPUMC |
| 0.04% | — | $469,917 | 17,270 | $0 | 0 | +17,270 | New Buy |
 ORACLE CORPORCL |
| 0.04% | — | $449,500 | 10,000 | $0 | 0 | +10,000 | New Buy |
 APPLIED MATLS INCAMAT |
| 0.03% | 3.21% | $289,200 | 400 | $29.7M | 86,800 | -86,400-99.54% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.02% | 3.24% | $259,998 | 600 | $29.9M | 140,039 | -139,439-99.57% | Reduce |
| DDINGDONG CAYMAN LTDDDL |
| 0.01% | 0.01% | $63,690 | 33,000 | $84,810 | 33,000 | 00.00% | Unchanged |
