 LUMENTUM HLDGS INCLITE |
| 16.11% | 22.55% | $26.8M | 31,275 | $37.2M | 53,000 | -21,725-40.99% | Reduce |
| SSANDISK CORP COMSNDK |
| 12.64% | 12.31% | $21.1M | 9,260 | $20.3M | 32,000 | -22,740-71.06% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 11.78% | 4.3% | $19.6M | 17,000 | $7.1M | 21,000 | -4,000-19.05% | Reduce |
| NNOKIA CORP SPONSORED ADRNOK |
| 11.4% | — | $19.0M | 1.4M | $0 | 0 | +1.4M | New Buy |
 CORNING INCGLW |
| 7.94% | 4.28% | $13.2M | 51,800 | $7.1M | 52,000 | -200-0.38% | Reduce |
| FFORMFACTOR INCFORM |
| 7.17% | — | $11.9M | 74,650 | $0 | 0 | +74,650 | New Buy |
 WESTERN DIGITAL CORPWDC |
| 6.14% | 5.9% | $10.2M | 16,000 | $9.7M | 36,000 | -20,000-55.56% | Reduce |
 COHERENT CORPCOHR |
| 5.2% | 4.33% | $8.7M | 21,950 | $7.1M | 30,000 | -8,050-26.83% | Reduce |
| TTERADYNE INCTER |
| 4.36% | — | $7.3M | 15,000 | $0 | 0 | +15,000 | New Buy |
 LAM RESEARCH CORPLRCX |
| 3.9% | 5.82% | $6.5M | 15,000 | $9.6M | 45,000 | -30,000-66.67% | Reduce |
| VVIAVI SOLUTIONS INCVIAV |
| 3.7% | — | $6.2M | 129,200 | $0 | 0 | +129,200 | New Buy |
| VVISHAY INTERTECHNOLOGY INCVSH |
| 3.34% | — | $5.6M | 103,400 | $0 | 0 | +103,400 | New Buy |
| TTTM TECHNOLOGIES INCTTMI |
| 3.28% | 1.53% | $5.5M | 29,200 | $2.5M | 26,000 | +3,200+12.31% | Add |
 BLOOM ENERGY CORPBE |
| 1.82% | 3.69% | $3.0M | 10,000 | $6.1M | 45,000 | -35,000-77.78% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.21% | 3.81% | $2.0M | 10,100 | $6.3M | 36,100 | -26,000-72.02% | Reduce |
