|
Q4 2023
|
10 |
150,064 |
DECK, EDU, ACMR, GOOG
|
13F-HR
|
2/1/2024 |
000179721724000002 |
|
Q3 2023
|
7 |
66,975 |
EDU, DECK, SU.TO, CVE.TO
|
13F-HR
|
11/2/2023 |
000179721723000006 |
|
Q2 2023
|
9 |
80,911 |
DECK, EDU, SU.TO, LAC.TO
|
13F-HR
|
8/7/2023 |
000179721723000005 |
|
Q1 2023
|
9 |
66,175 |
SU.TO, DECK, LAC.TO, DAQO NEW ENERGY CORP
|
13F-HR
|
5/9/2023 |
000179721723000004 |
|
Q4 2022
|
9 |
54,390 |
SU.TO, DECK, AR, LAC.TO
|
RESTATEMENT
|
2/14/2023 |
000179721723000003 |
|
Q3 2022
|
9 |
49,395 |
SU.TO, LAC.TO, DECK, AR
|
13F-HR
|
10/31/2022 |
000179721722000005 |
|
Q2 2022
|
7 |
43,839 |
SU.TO, WOLF, LAC.TO, SE
|
13F-HR
|
8/11/2022 |
000179721722000004 |
|
Q1 2022
|
8 |
62,562 |
WOLF, SE, LAC.TO, WDC
|
13F-HR
|
4/19/2022 |
000179721722000003 |
|
Q4 2021
|
7 |
62,605 |
SE, WOLF, QRVO, WDC
|
13F-HR
|
1/26/2022 |
000179721722000002 |
|
Q3 2021
|
7 |
69,485 |
SE, CREE, ACMR, WDC
|
13F-HR
|
10/25/2021 |
000179721721000006 |
|
Q2 2021
|
12 |
125,892 |
0A2S.IL, ACMR, ZH, NVDA
|
13F-HR
|
7/22/2021 |
000179721721000005 |
|
Q1 2021
|
7 |
104,047 |
0A2S.IL, SE, 0A2X.IL, CREE
|
13F-HR
|
5/4/2021 |
000179721721000004 |
|
Q4 2020
|
7 |
107,477 |
0A2S.IL, 0A2X.IL, CREE, SE
|
13F-HR
|
2/3/2021 |
000179721721000003 |