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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | 5.71% | 388,886 | $168,515,970 | 388,886 | New | $433.33 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 4.69% | 237,958 | $138,232,182 | 237,958 | New | $580.91 | 13F |
| JHX | JAMES HARDIE INDS PLC | 3.67% | 4,130,497 | $108,136,411 | 4,130,497 | New | $26.18 | 13F |
| TTMI | TTM TECHNOLOGIES INC | 3.57% | 562,582 | $105,214,086 | 562,582 | New | $187.02 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.67% | 41,307 | $19,726,984 | 41,307 | New | $477.57 | 13F |