| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 1 | 0 | 13F-HR | 2/13/2024 | 000091957424001141 | |
| Q3 2023 | 30 | 115,769 | TEL, APH, QRVO, NVDA | 13F-HR | 11/14/2023 | 000091957423006292 |
| Q2 2023 | 49 | 462,415 | KEYS, TMUS, DIS, AMZN | 13F-HR | 8/14/2023 | 000091957423004672 |
| Q1 2023 | 55 | 383,520 | ASML, NVDA, DIS, NXPI | 13F-HR | 5/15/2023 | 000091957423003232 |
| Q4 2022 | 42 | 258,226 | AVGO, ADI, CDNS, AMZN | 13F-HR | 2/14/2023 | 000091957423001435 |
| Q3 2022 | 41 | 273,957 | ST, ADI, AVGO, SNE | 13F-HR | 11/14/2022 | 000091957422006578 |
| Q2 2022 | 41 | 372,290 | ARW, ADI, MRVL, AMAT | 13F-HR | 8/12/2022 | 000091957422004810 |
| Q1 2022 | 40 | 403,891 | MSFT, ADI, NXPI, DIS | 13F-HR | 5/16/2022 | 000091957422003368 |
| Q4 2021 | 40 | 336,356 | AMAT, KLAC, MCHP, ARW | 13F-HR | 2/14/2022 | 000091957422001359 |
| Q3 2021 | 36 | 404,998 | MCHP, NXPI, ADI, SNPS | 13F-HR | 11/12/2021 | 000091957421006829 |
| Q2 2021 | 42 | 497,481 | APH, AMZN, AMD, TWLO | 13F-HR | 8/13/2021 | 000091957421005088 |
| Q1 2021 | 41 | 495,039 | JBL, AMAT, UBER, SNOW | 13F-HR | 5/17/2021 | 000091957421003663 |
| Q4 2020 | 36 | 486,167 | MA, GOOGL, NOW, ANET | 13F-HR | 2/16/2021 | 000091957421001357 |