|
Q3 2024
|
33 |
234,424 |
MRVL, OLED, SITM, KRYS
|
13F-HR
|
11/14/2024 |
000132292424000011 |
|
Q2 2024
|
35 |
226,597 |
MRVL, OLED, KRYS, SITM
|
13F-HR
|
8/14/2024 |
000132292424000006 |
|
Q1 2024
|
35 |
217,792 |
MRVL, KRYS, SYM, OLED
|
13F-HR
|
5/14/2024 |
000132292424000004 |
|
Q4 2023
|
33 |
206,011 |
OLED, MRVL, SYM, KRYS
|
13F-HR
|
2/13/2024 |
000132292424000002 |
|
Q3 2023
|
35 |
185,348 |
MRVL, OLED, KRYS, MTSI
|
13F-HR
|
11/13/2023 |
000132292423000010 |
|
Q2 2023
|
35 |
202,083 |
MRVL, ALGM, KRYS, OLED
|
13F-HR
|
8/11/2023 |
000132292423000007 |
|
Q1 2023
|
33 |
168,397 |
ALGM, OLED, ASUR, SLAB
|
13F-HR
|
5/12/2023 |
000132292423000005 |
|
Q4 2022
|
31 |
147,751 |
MTSI, ACLS, ALGM, OLED
|
13F-HR
|
2/14/2023 |
000132292423000003 |
|
Q3 2022
|
33 |
136,676 |
MTSI, VICR, MRVL, ACLS
|
13F-HR
|
11/14/2022 |
000132292422000008 |
|
Q2 2022
|
35 |
144,424 |
MX, MTSI, MRVL, VICR
|
13F-HR
|
8/12/2022 |
000132292422000006 |
|
Q1 2022
|
38 |
200,325 |
MRVL, OLED, APPS, VICR
|
13F-HR
|
5/13/2022 |
000132292422000004 |
|
Q4 2021
|
35 |
223,445 |
MRVL, VICR, GDYN, APPS
|
13F-HR
|
2/14/2022 |
000132292422000002 |
|
Q3 2021
|
35 |
220,578 |
VICR, APPS, AMBA, MRVL
|
13F-HR
|
11/12/2021 |
000132292421000008 |
|
Q2 2021
|
37 |
220,959 |
VICR, APPS, MX, MRVL
|
13F-HR
|
8/13/2021 |
000132292421000006 |
|
Q1 2021
|
38 |
211,503 |
APPS, VICR, MX, EVER
|
13F-HR
|
5/13/2021 |
000132292421000004 |
|
Q4 2020
|
34 |
174,364 |
VICR, APPS, EVER, KTOS
|
13F-HR
|
2/12/2021 |
000132292421000002 |
|
Q3 2020
|
33 |
134,518 |
VICR, APPS, KTOS, MTSI
|
13F-HR
|
11/13/2020 |
000132292420000009 |
|
Q2 2020
|
32 |
127,291 |
VICR, APPS, KTOS, MTSI
|
13F-HR
|
8/13/2020 |
000132292420000007 |
|
Q1 2020
|
38 |
103,050 |
VICR, IPHI, KTOS, APPS
|
13F-HR
|
5/14/2020 |
000132292420000005 |
|
Q4 2019
|
34 |
121,782 |
APPS, VICR, MTSI, KTOS
|
13F-HR
|
2/14/2020 |
000132292420000002 |
|
Q3 2019
|
35 |
113,496 |
KTOS, APPS, MTSI, VICR
|
13F-HR
|
11/14/2019 |
000132292419000011 |
|
Q2 2019
|
40 |
134,024 |
KTOS, APPS, PSIX, TLRA
|
13F-HR
|
8/12/2019 |
000132292419000009 |
|
Q1 2019
|
40 |
129,429 |
KTOS, ATTUNITY LTD, IPHI, APPS
|
13F-HR
|
5/14/2019 |
000132292419000007 |
|
Q4 2018
|
39 |
113,479 |
KTOS, PSIX, ATTUNITY LIMITED, MITK
|
13F-HR
|
2/13/2019 |
000132292419000005 |
|
Q3 2018
|
41 |
127,391 |
KTOS, POWER SOLUTIONS INT'L, IPHI, TOWER SEMICONDUCTOR LTD
|
13F-HR
|
11/13/2018 |
000095012318011276 |
|
Q2 2018
|
41 |
125,873 |
KTOS, POWER SOLUTIONS INT'L, CHGG, VRNS
|
13F-HR
|
8/14/2018 |
000095012318008486 |
|
Q1 2018
|
44 |
116,804 |
KTOS, CHGG, IPHI, POWER SOLUTIONS INT'L
|
13F-HR
|
5/14/2018 |
000095012318005240 |
|
Q4 2017
|
40 |
109,706 |
KTOS, IPHI, VRNS, CHGG
|
13F-HR
|
2/13/2018 |
000095012318001719 |
|
Q3 2017
|
39 |
118,358 |
KTOS, LMOS, IPHI, WIFI
|
13F-HR
|
11/13/2017 |
000095012317010284 |
|
Q2 2017
|
39 |
116,948 |
KTOS, LMOS, IPHI, CHGG
|
13F-HR
|
8/10/2017 |
000095012317007146 |
|
Q1 2017
|
38 |
106,881 |
KTOS, IPHI, LMOS, POWER SOLUTIONS INT'L
|
13F-HR
|
5/11/2017 |
000095012317004441 |
|
Q4 2016
|
39 |
92,072 |
KTOS, LMOS, LOCK, WIFI
|
13F-HR
|
2/8/2017 |
000095012317001113 |
|
Q3 2016
|
45 |
89,929 |
KTOS, LOCK, IPHI, LMOS
|
13F-HR
|
11/14/2016 |
000095012316022216 |
|
Q2 2016
|
47 |
95,413 |
IPHI, TREE, KTOS, LOCK
|
13F-HR
|
8/12/2016 |
000095012316019646 |
|
Q1 2016
|
46 |
88,673 |
IPHI, TREE, WIFI, KTOS
|
13F-HR
|
5/16/2016 |
000095012316017463 |
|
Q4 2015
|
48 |
92,566 |
IPHI, TREE, CALX, IDEAL POWER
|
13F-HR
|
2/11/2016 |
000095012316014088 |
|
Q3 2015
|
50 |
85,701 |
IPHI, WEB, TREE, CALX
|
13F-HR
|
11/16/2015 |
000095012315012124 |
|
Q2 2015
|
49 |
93,226 |
IPHI, WEB, TREE, CYNI
|
13F-HR
|
8/14/2015 |
000095012315009473 |
|
Q1 2015
|
47 |
83,610 |
IPHI, WEB, CALX, CYNI
|
13F-HR
|
5/15/2015 |
000095012315006302 |
|
Q4 2014
|
47 |
81,183 |
IPHI, OPLINK COMMUNICATIONS, CALX, SHOR
|
13F-HR
|
2/11/2015 |
000095012315001311 |
|
Q3 2014
|
53 |
80,228 |
IPHI, CALX, TREE, OPLINK COMMUNICATIONS
|
13F-HR
|
11/14/2014 |
000095012314011804 |
|
Q2 2014
|
52 |
81,348 |
IPHI, CONSTANT CONTACT INC, CALX, ABST.TO
|
13F-HR
|
8/14/2014 |
000095012314008860 |
|
Q1 2014
|
47 |
75,700 |
IPHI, NQ MOBILE INC, CALX, CONSTANT CONTACT INC
|
13F-HR
|
5/13/2014 |
000095012314005695 |
|
Q4 2013
|
41 |
64,263 |
TREE, CALX, IPHI, WEB
|
13F-HR
|
2/14/2014 |
000095012314002535 |