ADVANCED ENERGY INDS COM 007973100 79506592 467301 SH SOLE 467301 0 0 ALLEGRO MICROSYSTEMS INC COM 01749D105 34308628 1174953 SH SOLE 1174953 0 0 AMPHENOL CORP NEW CL A 032095101 100224630 809896 SH SOLE 809896 0 0 APPLIED MATLS INC COM 038222105 64509070 315078 SH SOLE 315078 0 0 ARROW ELECTRS INC COM 042735100 41377039 341959 SH SOLE 341959 0 0 BROADCOM INC COM 11135F101 100080838 303358 SH SOLE 303358 0 0 CAMTEK LTD ORD M20791105 63477408 604259 SH SOLE 604259 0 0 CIENA CORP COM NEW 171779309 104553331 717741 SH SOLE 717741 0 0 CORNING INC COM 219350105 112256168 1368477 SH SOLE 1368477 0 0 FABRINET SHS G3323L100 101703821 278931 SH SOLE 278931 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 61449415 2502012 SH SOLE 2502012 0 0 KLA CORP COM NEW 482480100 95192922 88256 SH SOLE 88256 0 0 LUMENTUM HLDGS INC COM 55024U109 111571874 685710 SH SOLE 685710 0 0 MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 85247515 684774 SH SOLE 684774 0 0 MARVELL TECHNOLOGY INC COM 573874104 64368700 765656 SH SOLE 765656 0 0 MONOLITHIC PWR SYS INC COM 609839105 71433378 77591 SH SOLE 77591 0 0 NVIDIA CORPORATION COM 67066G104 140699978 754100 SH SOLE 754100 0 0 ON SEMICONDUCTOR CORP COM 682189105 69423697 1407903 SH SOLE 1407903 0 0 RAMBUS INC DEL COM 750917106 65785941 631343 SH SOLE 631343 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 36679430 1200636 SH SOLE 1200636 0 0 STMICROELECTRONICS N V NY REGISTRY 861012102 78589732 2780953 SH SOLE 2780953 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 113215229 405368 SH SOLE 405368 0 0 TOWER SEMICONDUCTOR LTD SHS NEW M87915274 66892105 925202 SH SOLE 925202 0 0