
| ASSET | DATE | % RETURN |
|---|---|---|
EchoStar (SATS) | 6/15/2025 - 12/15/2025 | 342.4% |
Lumentum (LITE) | 6/15/2025 - 12/15/2025 | 288.82% |
Western Digital (WDC) | 6/15/2025 - 12/15/2025 | 212.78% |
Tower Semiconductor (TSEM) | 6/15/2025 - 12/15/2025 | 204.9% |
Ciena (CIEN) | 6/15/2025 - 12/15/2025 | 200.88% |
Celestica (CLS) | 6/15/2025 - 12/15/2025 | 139.77% |
Teradyne (TER) | 6/15/2025 - 12/15/2025 | 129.11% |
Coherent (COHR) | 6/15/2025 - 12/15/2025 | 126.2% |
Seagate Technology (STX) | 6/15/2025 - 12/15/2025 | 125.39% |
Amkor Technology (AMKR) | 6/15/2025 - 12/15/2025 | 122.01% |
Micron Technology (MU) | 6/15/2025 - 12/15/2025 | 105.01% |
MongoDB (MDB) | 6/15/2025 - 12/15/2025 | 102.24% |
Unity Software (U) | 6/15/2025 - 12/15/2025 | 91.3% |
Credo Technology (CRDO) | 6/15/2025 - 12/15/2025 | 90.6% |
Fabrinet (FN) | 6/15/2025 - 12/15/2025 | 89.58% |
Intel (INTC) | 6/15/2025 - 12/15/2025 | 85.25% |
Nebius (NBIS) | 6/15/2025 - 12/15/2025 | 82.69% |
Applovin (APP) | 6/15/2025 - 12/15/2025 | 82.35% |
Advanced Micro Devices (AMD) | 6/15/2025 - 12/15/2025 | 77.67% |
Lam Research (LRCX) | 6/15/2025 - 12/15/2025 | 77.57% |
Corning (GLW) | 6/15/2025 - 12/15/2025 | 77.47% |
MKS Instruments (MKSI) | 6/15/2025 - 12/15/2025 | 71.27% |
Astera Labs, Inc Common Stock (ALAB) | 6/15/2025 - 12/15/2025 | 62.86% |
ASE Industrial Holding Co Ltd ADR (ASX) | 6/15/2025 - 12/15/2025 | 60.11% |
Rambus (RMBS) | 6/15/2025 - 12/15/2025 | 59.96% |