 LumentumLITE |
| 21.82% | 6.79% | $2,494.0万 | 25.4万股 | $407.7万 | 3.9万股 | +21.6万股+560.20% | 加仓 |
 MERCADOLIBRE COMMELI |
| 17.86% | — | $2,042.1万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 ShopifySHOP |
| 10.05% | — | $1,149.2万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 PALO ALTOPANW |
| 5.45% | — | $622.5万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| MMACOM TECH SOLUTIONS IMTSI |
| 4.59% | — | $525.0万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
| VVICORVICR |
| 4.47% | — | $510.8万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 ServiceNowNOW |
| 3.7% | — | $423.3万 | 7,600股 | $0 | 0股 | +7,600股 | 新买入 |
 DocuSignDOCU |
| 3.21% | — | $367.0万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
| III-VI |
| 3.15% | 7.5% | $360.0万 | 5.0万股 | $450.9万 | 6.6万股 | -1.6万股-24.23% | 减仓 |
 迈威尔MRVL |
| 2.4% | 2.67% | $274.1万 | 3.0万股 | $160.4万 | 1.8万股 | +1.2万股+63.64% | 加仓 |
 相干公司COHR |
| 2.39% | — | $273.4万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| DDZS INC |
| 1.74% | — | $198.8万 | 12.9万股 | $0 | 0股 | +12.9万股 | 新买入 |
 亚马逊AMZN |
| 1.62% | 3.88% | $185.6万 | 600股 | $233.4万 | 700股 | -100股-14.29% | 减仓 |
| BBANZAI INTERNATIONAL INCPARA |
| 1.18% | — | $135.3万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| AAKOUSTIS TECHNOLOGIES INC |
| 1.13% | 2.76% | $129.1万 | 21.5万股 | $166.0万 | 24.8万股 | -3.3万股-13.42% | 减仓 |
| BBANDWIDTH INC COM CL ABAND |
| 1.12% | 5.67% | $128.0万 | 4.0万股 | $340.9万 | 4.8万股 | -7,500股-15.79% | 减仓 |
 苹果AAPL |
| 1.07% | — | $122.2万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 CienaCIEN |
| 1.07% | 5.7% | $122.0万 | 2.0万股 | $342.5万 | 4.5万股 | -2.5万股-55.06% | 减仓 |
| PPENN ENTERTAINMENTPENN |
| 1.05% | — | $119.9万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| CCOMMSCOPEVISN |
| 1.02% | 4.41% | $116.5万 | 12.2万股 | $265.0万 | 24.0万股 | -11.8万股-49.08% | 减仓 |
 Arista网络ANET |
| 1.02% | 2.39% | $116.4万 | 8,373股 | $143.8万 | 1.0万股 | -1,627股-16.27% | 减仓 |
| MMAXLINEARMXL |
| 0.99% | 4.01% | $113.1万 | 2.0万股 | $241.2万 | 3.2万股 | -1.3万股-39.06% | 减仓 |
 优步UBER |
| 0.94% | 0.87% | $108.0万 | 3.0万股 | $52.4万 | 1.3万股 | +1.8万股+140.00% | 加仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 0.84% | 3.76% | $96.0万 | 2.0万股 | $226.2万 | 5.7万股 | -3.7万股-64.91% | 减仓 |
 谷歌AGOOGL |
| 0.72% | — | $82.5万 | 400股 | $0 | 0股 | +400股 | 新买入 |
| BBoxBOX |
| 0.6% | — | $68.9万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 AVNETAVT |
| 0.51% | — | $58.1万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 TENABLETENB |
| 0.51% | — | $58.0万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 PELOTON INTERACTIVEPTON |
| 0.45% | 0.6% | $52.0万 | 2.0万股 | $35.8万 | 1.0万股 | +1.0万股+100.00% | 加仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 0.45% | 0.85% | $51.2万 | 12.8万股 | $50.8万 | 9.9万股 | +2.9万股+29.56% | 加仓 |
| AAMBARELLAAMBA |
| 0.44% | 0.34% | $50.2万 | 5,000股 | $20.3万 | 1,000股 | +4,000股+400.00% | 加仓 |
| MMagnaChip Semiconductor CorpMX |
| 0.35% | — | $40.4万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| SSONOSSONO |
| 0.24% | — | $28.0万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 JFROGFROG |
| 0.24% | — | $27.0万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| DDropboxDBX |
| 0.23% | — | $26.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| HHARMONICHLIT |
| 0.21% | 4.02% | $24.1万 | 2.7万股 | $241.3万 | 20.5万股 | -17.8万股-86.94% | 减仓 |
| NNLIGHTLASR |
| 0.18% | 2.96% | $20.9万 | 2.0万股 | $177.6万 | 7.4万股 | -5.4万股-72.56% | 减仓 |
| HHEMISPHERE MEDIA GROUP INC |
| 0.17% | 0.97% | $20.0万 | 4.0万股 | $58.2万 | 8.0万股 | -4.0万股-50.00% | 减仓 |
| VVIAVI SOLUTIONSVIAV |
| 0.14% | 4.84% | $16.0万 | 1.0万股 | $290.7万 | 16.5万股 | -15.5万股-93.94% | 减仓 |
 西部数据WDC |
| 0.13% | 2.15% | $15.0万 | 3,000股 | $129.4万 | 2.0万股 | -1.7万股-84.88% | 减仓 |
| GGAN LTD SHS |
| 0.11% | — | $12.5万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 WorkdayWDAY |
| 0.1% | — | $12.0万 | 500股 | $0 | 0股 | +500股 | 新买入 |
| FFIREEYE INC |
| 0.1% | — | $11.0万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
| NNAVSIGHT HLDGS INC |
| 0.09% | — | $10.4万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
| CCASA SYS INC |
| 0.09% | 1.98% | $10.0万 | 2.0万股 | $118.7万 | 20.9万股 | -18.9万股-90.45% | 减仓 |
| MMETROMILE INC |
| 0.02% | — | $2.8万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| SSEQUANS COMMUNICATIONSSQNS |
| 0.01% | 0.65% | $1.5万 | 5,000股 | $39.3万 | 8.3万股 | -7.8万股-93.98% | 减仓 |
| NNEOPHOTONICS CORP |
| <0.01% | — | $5,250 | 350股 | $0 | 0股 | +350股 | 新买入 |
