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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | 7.04% | 1,509,650 | $876,970,782 | 1,440,439 | 2081.23% | $580.91 | 13F |
| TTMI | TTM TECHNOLOGIES INC | 6.35% | 4,230,575 | $791,202,137 | 716,015 | 20.37% | $187.02 | 13F |
| AMZN | AMAZON COM INC | 4.68% | 2,447,732 | $583,392,445 | 628,293 | 34.53% | $238.34 | 13F |
| COHR | COHERENT CORP | 3.87% | 1,222,035 | $482,056,146 | 246,987 | 25.33% | $394.47 | 13F |
| FN | FABRINET | 3.36% | 744,765 | $418,617,511 | 133,499 | 21.84% | $562.08 | 13F |
| VIAV | VIAVI SOLUTIONS INC | 2.64% | 6,875,942 | $328,326,231 | 3,402,790 | 97.97% | $47.75 | 13F |
| CVNA | CARVANA CO | 2.25% | 4,267,080 | $280,859,206 | 3,389,526 | 386.25% | $65.82 | 13F |
| AAPL | APPLE INC | 0.23% | 99,766 | $28,868,290 | 3,153 | 3.26% | $289.36 | 13F |