Totem Point Management, LLC Activity Q4 2018-Q3 2023

Q3 2023

			Value		Shares		↓ Weighting
SPGI	Sell	S&P GLOBAL INC	$8,322,578	-22.4%	22,776	-14.9%	11.81%	+20.5%
NVDA	Sell	NVIDIA CORPORATION	$7,091,207	-27.6%	16,302	-29.6%	10.06%	+12.5%
ADI	Sell	ANALOG DEVICES INC	$6,469,400	-40.9%	36,949	-34.2%	9.18%	-8.1%
MU	Sell	MICRON TECHNOLOGY INC	$6,252,365	-20.0%	91,906	-25.8%	8.87%	+24.2%
AMD	Sell	ADVANCED MICRO DEVICES INC	$6,200,869	-17.9%	60,308	-9.1%	8.80%	+27.5%
ON	Sell	ON SEMICONDUCTOR CORP	$5,799,151	-31.4%	62,390	-30.2%	8.23%	+6.7%
MSCI	Sell	MSCI INC	$5,710,580	-33.7%	11,130	-39.4%	8.10%	+3.0%
TTWO	Sell	TAKE-TWO INTERACTIVE SOFTWAR	$4,777,331	-20.1%	34,029	-16.2%	6.78%	+24.2%
MCO	New	MOODYS CORP	$3,674,528	–	11,622	–	5.22%	–
PANW	New	PALO ALTO NETWORKS INC	$3,530,901	–	15,061	–	5.01%	–
AAPL	Sell	APPLE INC	$3,088,971	-56.9%	18,042	-51.2%	4.38%	-33.0%
BILL	Buy	BILL HOLDINGS INC	$3,074,485	+12.4%	28,318	+21.0%	4.36%	+74.7%
TSLA	Sell	TESLA INC	$2,290,514	-49.0%	9,154	-46.7%	3.25%	-20.8%
MRVL	New	MARVELL TECHNOLOGY INC	$1,920,911	–	35,487	–	2.73%	–
APTV	Sell	APTIV PLC	$1,903,280	-53.4%	19,305	-51.7%	2.70%	-27.6%
DDOG	New	DATADOG INC	$354,158	–	3,888	–	0.50%	–
TWLO	Exit	TWILIO INCcl a	$0	–	-37,612	–	-2.18%	–
MPWR	Exit	MONOLITHIC PWR SYS INC	$0	–	-7,795	–	-3.85%	–
LSCC	Exit	LATTICE SEMICONDUCTOR CORP	$0	–	-43,975	–	-3.86%	–
SWKS	Exit	SKYWORKS SOLUTIONS INC	$0	–	-40,291	–	-4.07%	–
IAC	Exit	IAC INC	$0	–	-92,923	–	-5.33%	–

Q2 2023

			Value		Shares		↓ Weighting
ADI	New	ANALOG DEVICES INC	$10,942,867	–	56,172	–	9.99%	–
SPGI	New	S&P GLOBAL INC	$10,728,618	–	26,762	–	9.80%	–
NVDA	New	NVIDIA CORPORATION	$9,797,143	–	23,160	–	8.95%	–
MSCI	New	MSCI INC	$8,618,980	–	18,366	–	7.87%	–
ON	New	ON SEMICONDUCTOR CORP	$8,448,359	–	89,325	–	7.72%	–
MU	New	MICRON TECHNOLOGY INC	$7,819,708	–	123,906	–	7.14%	–
AMD	New	ADVANCED MICRO DEVICES INC	$7,555,536	–	66,329	–	6.90%	–
AAPL	New	APPLE INC	$7,165,640	–	36,942	–	6.54%	–
TTWO	New	TAKE-TWO INTERACTIVE SOFTWAR	$5,978,522	–	40,626	–	5.46%	–
IAC	New	IAC INC	$5,835,564	–	92,923	–	5.33%	–
TSLA	New	TESLA INC	$4,491,973	–	17,160	–	4.10%	–
SWKS	New	SKYWORKS SOLUTIONS INC	$4,459,811	–	40,291	–	4.07%	–
LSCC	New	LATTICE SEMICONDUCTOR CORP	$4,224,678	–	43,975	–	3.86%	–
MPWR	New	MONOLITHIC PWR SYS INC	$4,211,093	–	7,795	–	3.85%	–
APTV	New	APTIV PLC	$4,083,192	–	39,996	–	3.73%	–
BILL	New	BILL HOLDINGS INC	$2,734,407	–	23,401	–	2.50%	–
TWLO	New	TWILIO INCcl a	$2,392,875	–	37,612	–	2.18%	–

Q4 2022

			Value		Shares		↓ Weighting
AAPL	Exit	APPLE INC	$0	–	-11,894	–	-2.84%	–
MRVL	Exit	MARVELL TECHNOLOGY INC	$0	–	-45,585	–	-3.37%	–
DDOG	Exit	DATADOG INC	$0	–	-24,985	–	-3.83%	–
MSCI	Exit	MSCI INC	$0	–	-5,575	–	-4.06%	–
BILL	Exit	BILL COM HLDGS INC	$0	–	-20,866	–	-4.76%	–
ON	Exit	ON SEMICONDUCTOR CORP	$0	–	-89,825	–	-9.66%	–
SPGI	Exit	S&P GLOBAL INC	$0	–	-19,790	–	-10.42%	–
TMUS	Exit	T-MOBILE US INC	$0	–	-45,987	–	-10.64%	–
PANW	Exit	PALO ALTO NETWORKS INC	$0	–	-46,199	–	-13.05%	–
ADI	Exit	ANALOG DEVICES INC	$0	–	-64,417	–	-15.48%	–
NLOK	Exit	NORTONLIFELOCK INC	$0	–	-629,731	–	-21.88%	–

Q3 2022

			Value		Shares		↓ Weighting
NLOK	Buy	NORTONLIFELOCK INC	$12,683,000	+39.0%	629,731	+51.6%	21.88%	+11.2%
ADI	Buy	ANALOG DEVICES INC	$8,976,000	+74.0%	64,417	+82.4%	15.48%	+39.2%
PANW	Buy	PALO ALTO NETWORKS INC	$7,567,000	+107.6%	46,199	+526.0%	13.05%	+66.1%
TMUS	Buy	T-MOBILE US INC	$6,170,000	+19.5%	45,987	+19.9%	10.64%	-4.4%
SPGI	Buy	S&P GLOBAL INC	$6,043,000	-1.7%	19,790	+8.5%	10.42%	-21.3%
ON	Buy	ON SEMICONDUCTOR CORP	$5,599,000	+100.8%	89,825	+62.1%	9.66%	+60.6%
BILL	New	BILL COM HLDGS INC	$2,762,000	–	20,866	–	4.76%	–
MSCI	New	MSCI INC	$2,351,000	–	5,575	–	4.06%	–
DDOG	New	DATADOG INC	$2,218,000	–	24,985	–	3.83%	–
MRVL	Buy	MARVELL TECHNOLOGY INC	$1,956,000	+1170.1%	45,585	+1191.0%	3.37%	+916.3%
AAPL	New	APPLE INC	$1,644,000	–	11,894	–	2.84%	–
WDC	Exit	WESTERN DIGITAL CORP.	$0	–	-24,366	–	-2.36%	–
SLB	Exit	SCHLUMBERGER LTD	$0	–	-45,344	–	-3.50%	–
TENB	Exit	TENABLE HLDGS INC	$0	–	-63,908	–	-6.26%	–
PEGA	Exit	PEGASYSTEMS INC	$0	–	-67,101	–	-6.92%	–
AMD	Exit	ADVANCED MICRO DEVICES INC	$0	–	-70,233	–	-11.58%	–

Q2 2022

			Value		Shares		↓ Weighting
NLOK	New	NORTONLIFELOCK INC	$9,122,000	–	415,400	–	19.67%	–
SPGI	New	S&P GLOBAL INC	$6,145,000	–	18,232	–	13.25%	–
AMD	New	ADVANCED MICRO DEVICES INC	$5,371,000	–	70,233	–	11.58%	–
TMUS	New	T-MOBILE US INC	$5,162,000	–	38,369	–	11.13%	–
ADI	New	ANALOG DEVICES INC	$5,160,000	–	35,323	–	11.13%	–
PANW	New	PALO ALTO NETWORKS INC	$3,645,000	–	7,380	–	7.86%	–
PEGA	New	PEGASYSTEMS INC	$3,210,000	–	67,101	–	6.92%	–
TENB	New	TENABLE HLDGS INC	$2,902,000	–	63,908	–	6.26%	–
ON	New	ON SEMICONDUCTOR CORP	$2,789,000	–	55,427	–	6.01%	–
SLB	New	SCHLUMBERGER LTD	$1,622,000	–	45,344	–	3.50%	–
WDC	New	WESTERN DIGITAL CORP.	$1,092,000	–	24,366	–	2.36%	–
MRVL	New	MARVELL TECHNOLOGY GROUP LTD	$154,000	–	3,531	–	0.33%	–

Q4 2021

			Value		Shares		↓ Weighting
SNOW	Exit	SNOWFLAKE INCcl a	$0	–	-16,039	–	-3.16%	–
NET	Exit	CLOUDFLARE INC	$0	–	-47,239	–	-3.46%	–
MU	Exit	MICRON TECHNOLOGY INC	$0	–	-79,268	–	-3.66%	–
TWLO	Exit	TWILIO INCcl a	$0	–	-28,930	–	-6.01%	–
ADI	Exit	ANALOG DEVICES INC	$0	–	-55,280	–	-6.03%	–
SE	Exit	SEA LTDsponsord ads	$0	–	-30,261	–	-6.28%	–
AMD	Exit	ADVANCED MICRO DEVICES INC	$0	–	-95,347	–	-6.39%	–
MCO	Exit	MOODYS CORP	$0	–	-29,068	–	-6.72%	–
SPGI	Exit	S&P GLOBAL INC	$0	–	-24,483	–	-6.77%	–
NVDA	Exit	NVIDIA CORPORATION	$0	–	-56,848	–	-7.67%	–
GOOG	Exit	ALPHABET INCcap stk cl c	$0	–	-4,490	–	-7.79%	–
MRVL	Exit	MARVELL TECHNOLOGY INC	$0	–	-202,994	–	-7.97%	–
MSFT	Exit	MICROSOFT CORP	$0	–	-46,036	–	-8.45%	–
BILL	Exit	BILL COM HLDGS INC	$0	–	-55,742	–	-9.69%	–
NLOK	Exit	NORTONLIFELOCK INC	$0	–	-602,881	–	-9.93%	–

Q3 2021

			Value		Shares		↓ Weighting
NLOK	Sell	NORTONLIFELOCK INC	$15,253,000	-17.6%	602,881	-11.4%	9.93%	+7.0%
BILL	Sell	BILL COM HLDGS INC	$14,880,000	-4.8%	55,742	-34.7%	9.69%	+23.7%
MSFT	New	MICROSOFT CORP	$12,978,000	–	46,036	–	8.45%	–
MRVL	Sell	MARVELL TECHNOLOGY INC	$12,243,000	-20.7%	202,994	-23.3%	7.97%	+3.1%
GOOG	Sell	ALPHABET INCcap stk cl c	$11,967,000	-10.8%	4,490	-16.1%	7.79%	+16.0%
NVDA	Buy	NVIDIA CORPORATION	$11,777,000	-5.9%	56,848	+263.5%	7.67%	+22.3%
SPGI	Sell	S&P GLOBAL INC	$10,403,000	-17.2%	24,483	-20.0%	6.77%	+7.6%
MCO	Sell	MOODYS CORP	$10,322,000	-2.7%	29,068	-0.7%	6.72%	+26.4%
AMD	Sell	ADVANCED MICRO DEVICES INC	$9,811,000	-35.4%	95,347	-41.0%	6.39%	-16.0%
SE	Sell	SEA LTDsponsord ads	$9,645,000	-4.5%	30,261	-17.7%	6.28%	+24.1%
ADI	Sell	ANALOG DEVICES INC	$9,258,000	-37.2%	55,280	-35.4%	6.03%	-18.3%
TWLO	Buy	TWILIO INCcl a	$9,230,000	-15.3%	28,930	+4.6%	6.01%	+10.1%
MU	Sell	MICRON TECHNOLOGY INC	$5,626,000	-17.7%	79,268	-1.5%	3.66%	+6.9%
NET	New	CLOUDFLARE INC	$5,321,000	–	47,239	–	3.46%	–
SNOW	Sell	SNOWFLAKE INCcl a	$4,851,000	-55.6%	16,039	-64.5%	3.16%	-42.2%
ZG	Exit	ZILLOW GROUP INCcl a	$0	–	-41,613	–	-2.56%	–
IAC	Exit	IAC INTERACTIVECORP NEW	$0	–	-45,166	–	-3.49%	–
LRCX	Exit	LAM RESEARCH CORP	$0	–	-14,323	–	-4.67%	–
BRKS	Exit	BROOKS AUTOMATION INC NEW	$0	–	-113,693	–	-5.43%	–

Q2 2021

			Value		Shares		↓ Weighting
NLOK	New	NORTONLIFELOCK INC	$18,516,000	–	680,246	–	9.28%	–
BILL	New	BILL COM HLDGS INC	$15,638,000	–	85,369	–	7.84%	–
MRVL	New	MARVELL TECHNOLOGY INC	$15,434,000	–	264,602	–	7.73%	–
AMD	New	ADVANCED MICRO DEVICES INC	$15,177,000	–	161,581	–	7.60%	–
ADI	New	ANALOG DEVICES INC	$14,733,000	–	85,576	–	7.38%	–
GOOG	New	ALPHABET INCcap stk cl c	$13,411,000	–	5,351	–	6.72%	–
SPGI	New	S&P GLOBAL INC	$12,561,000	–	30,603	–	6.29%	–
NVDA	New	NVIDIA CORPORATION	$12,514,000	–	15,641	–	6.27%	–
SNOW	New	SNOWFLAKE INCcl a	$10,916,000	–	45,144	–	5.47%	–
TWLO	New	TWILIO INCcl a	$10,897,000	–	27,647	–	5.46%	–
BRKS	New	BROOKS AUTOMATION INC NEW	$10,833,000	–	113,693	–	5.43%	–
MCO	New	MOODYS CORP	$10,608,000	–	29,275	–	5.32%	–
SE	New	SEA LTDsponsord ads	$10,098,000	–	36,774	–	5.06%	–
LRCX	New	LAM RESEARCH CORP	$9,320,000	–	14,323	–	4.67%	–
IAC	New	IAC INTERACTIVECORP NEW	$6,963,000	–	45,166	–	3.49%	–
MU	New	MICRON TECHNOLOGY INC	$6,840,000	–	80,487	–	3.43%	–
ZG	New	ZILLOW GROUP INCcl a	$5,099,000	–	41,613	–	2.56%	–

Q4 2020

			Value		Shares		↓ Weighting
YI	Exit	111 INCads	$0	–	-958,614	–	-1.97%	–
CRWD	Exit	CROWDSTRIKE HLDGS INCcl a	$0	–	-64,645	–	-2.95%	–
ADI	Exit	ANALOG DEVICES INC	$0	–	-104,609	–	-4.05%	–
DOCU	Exit	DOCUSIGN INC	$0	–	-61,877	–	-4.42%	–
MU	Exit	MICRON TECHNOLOGY INC	$0	–	-316,999	–	-4.94%	–
SE	Exit	SEA LTDsponsord ads	$0	–	-99,181	–	-5.07%	–
MSCI	Exit	MSCI INC	$0	–	-49,688	–	-5.88%	–
MSFT	Exit	MICROSOFT CORP	$0	–	-87,290	–	-6.09%	–
AMD	Exit	ADVANCED MICRO DEVICES INC	$0	–	-228,530	–	-6.22%	–
NVDA	Exit	NVIDIA CORPORATION	$0	–	-37,713	–	-6.78%	–
SPGI	Exit	S&P GLOBAL INC	$0	–	-60,205	–	-7.21%	–
MRVL	Exit	MARVELL TECHNOLOGY GROUP LTDord	$0	–	-574,040	–	-7.56%	–
BILL	Exit	BILL COM HLDGS INC	$0	–	-321,254	–	-10.70%	–
PEGA	Exit	PEGASYSTEMS INC	$0	–	-268,645	–	-10.79%	–
NLOK	Exit	NORTONLIFELOCK INC	$0	–	-2,220,942	–	-15.36%	–

Q3 2020

			Value		Shares		↓ Weighting
NLOK	Buy	NORTONLIFELOCK INC	$46,284,000	+28.4%	2,220,942	+22.1%	15.36%	+16.9%
PEGA	Sell	PEGASYSTEMS INC	$32,517,000	+18.7%	268,645	-0.8%	10.79%	+8.1%
BILL	Buy	BILL COM HLDGS INC	$32,225,000	+60.1%	321,254	+43.9%	10.70%	+45.7%
MRVL	Buy	MARVELL TECHNOLOGY GROUP LTDord	$22,789,000	+230.9%	574,040	+192.3%	7.56%	+201.2%
SPGI	Buy	S&P GLOBAL INC	$21,710,000	+31.1%	60,205	+19.8%	7.21%	+19.3%
NVDA	Sell	NVIDIA CORPORATION	$20,411,000	+1.3%	37,713	-28.9%	6.78%	-7.7%
AMD	Sell	ADVANCED MICRO DEVICES INC	$18,737,000	+31.1%	228,530	-15.9%	6.22%	+19.3%
MSFT	Sell	MICROSOFT CORP	$18,360,000	-4.5%	87,290	-7.6%	6.09%	-13.1%
MSCI	Buy	MSCI INC	$17,728,000	+8.0%	49,688	+1.0%	5.88%	-1.7%
SE	New	SEA LTDsponsord ads	$15,278,000	–	99,181	–	5.07%	–
MU	New	MICRON TECHNOLOGY INC	$14,886,000	–	316,999	–	4.94%	–
DOCU	Sell	DOCUSIGN INC	$13,318,000	-11.7%	61,877	-29.3%	4.42%	-19.6%
ADI	Sell	ANALOG DEVICES INC	$12,212,000	-42.2%	104,609	-39.2%	4.05%	-47.3%
CRWD	Sell	CROWDSTRIKE HLDGS INCcl a	$8,877,000	-60.5%	64,645	-71.1%	2.95%	-64.0%
YI	Sell	111 INCads	$5,943,000	-12.6%	958,614	-10.4%	1.97%	-20.4%
LVGO	Exit	LIVONGO HEALTH INC	$0	–	-25,357	–	-0.70%	–
NXPI	Exit	NXP SEMICONDUCTORS N V	$0	–	-65,465	–	-2.72%	–
TYL	Exit	TYLER TECHNOLOGIES INC	$0	–	-32,081	–	-4.06%	–
TW	Exit	TRADEWEB MKTS INCcl a	$0	–	-192,960	–	-4.09%	–

Q2 2020

			Value		Shares		↓ Weighting
NLOK	New	NORTONLIFELOCK INC	$36,055,000	–	1,818,229	–	13.15%	–
PEGA	New	PEGASYSTEMS INC	$27,387,000	–	270,700	–	9.99%	–
CRWD	New	CROWDSTRIKE HLDGS INCcl a	$22,447,000	–	223,825	–	8.18%	–
ADI	New	ANALOG DEVICES INC	$21,111,000	–	172,139	–	7.70%	–
NVDA	New	NVIDIA CORPORATION	$20,141,000	–	53,015	–	7.34%	–
BILL	New	BILL COM HLDGS INC	$20,132,000	–	223,171	–	7.34%	–
MSFT	New	MICROSOFT CORP	$19,225,000	–	94,466	–	7.01%	–
SPGI	New	S&P GLOBAL INC	$16,559,000	–	50,258	–	6.04%	–
MSCI	New	MSCI INC	$16,416,000	–	49,175	–	5.99%	–
DOCU	New	DOCUSIGN INC	$15,079,000	–	87,562	–	5.50%	–
AMD	New	ADVANCED MICRO DEVICES INC	$14,293,000	–	271,683	–	5.21%	–
TW	New	TRADEWEB MKTS INCcl a	$11,219,000	–	192,960	–	4.09%	–
TYL	New	TYLER TECHNOLOGIES INC	$11,128,000	–	32,081	–	4.06%	–
NXPI	New	NXP SEMICONDUCTORS N V	$7,466,000	–	65,465	–	2.72%	–
MRVL	New	MARVELL TECHNOLOGY GROUP LTDord	$6,886,000	–	196,410	–	2.51%	–
YI	New	111 INCads	$6,797,000	–	1,070,386	–	2.48%	–
LVGO	New	LIVONGO HEALTH INC	$1,907,000	–	25,357	–	0.70%	–

Q4 2019

			Value		Shares		↓ Weighting
INFO	Exit	IHS MARKIT LTD	$0	–	-12,852	–	-0.47%	–
SAIL	Exit	SAILPOINT TECHNLGIES HLDGS I	$0	–	-137,176	–	-1.41%	–
YI	Exit	111 INCads	$0	–	-650,414	–	-1.74%	–
TWLO	Exit	TWILIO INCcl a	$0	–	-35,430	–	-2.14%	–
MCO	Exit	MOODYS CORP	$0	–	-25,849	–	-2.91%	–
MSCI	Exit	MSCI INC	$0	–	-24,445	–	-2.93%	–
TW	Exit	TRADEWEB MKTS INCcl a	$0	–	-151,324	–	-3.08%	–
NOW	Exit	SERVICENOW INC	$0	–	-26,859	–	-3.75%	–
MU	Exit	MICRON TECHNOLOGY INC	$0	–	-190,196	–	-4.48%	–
MSFT	Exit	MICROSOFT CORP	$0	–	-76,780	–	-5.88%	–
APTV	Exit	APTIV PLC	$0	–	-129,649	–	-6.24%	–
AMD	Exit	ADVANCED MICRO DEVICES INC	$0	–	-425,589	–	-6.79%	–
SLAB	Exit	SILICON LABORATORIES INC	$0	–	-131,383	–	-8.05%	–
SPGI	Exit	S&P GLOBAL INC	$0	–	-61,804	–	-8.33%	–
PEGA	Exit	PEGASYSTEMS INC	$0	–	-275,325	–	-10.31%	–
ADI	Exit	ANALOG DEVICES INC	$0	–	-221,172	–	-13.60%	–
NXPI	Exit	NXP SEMICONDUCTORS N V	$0	–	-297,639	–	-17.87%	–

Q3 2019

			Value		Shares		↓ Weighting
NXPI	Buy	NXP SEMICONDUCTORS N V	$32,478,000	+33.0%	297,639	+19.0%	17.87%	+52.1%
ADI	Buy	ANALOG DEVICES INC	$24,712,000	+13.9%	221,172	+15.1%	13.60%	+30.3%
PEGA	Sell	PEGASYSTEMS INC	$18,736,000	-12.6%	275,325	-8.5%	10.31%	-0.0%
SPGI	Sell	S&P GLOBAL INC	$15,141,000	+7.2%	61,804	-0.4%	8.33%	+22.5%
SLAB	New	SILICON LABORATORIES INC	$14,629,000	–	131,383	–	8.05%	–
AMD	Buy	ADVANCED MICRO DEVICES INC	$12,338,000	+15.0%	425,589	+20.4%	6.79%	+31.5%
APTV	Buy	APTIV PLC	$11,334,000	+9.5%	129,649	+1.2%	6.24%	+25.2%
MSFT	Buy	MICROSOFT CORP	$10,675,000	+4.6%	76,780	+0.8%	5.88%	+19.6%
MU	Sell	MICRON TECHNOLOGY INC	$8,150,000	-29.3%	190,196	-36.3%	4.48%	-19.1%
NOW	Sell	SERVICENOW INC	$6,818,000	-35.3%	26,859	-30.0%	3.75%	-26.0%
TW	Sell	TRADEWEB MKTS INCcl a	$5,596,000	-35.4%	151,324	-23.5%	3.08%	-26.2%
MSCI	Sell	MSCI INC	$5,323,000	-48.5%	24,445	-43.6%	2.93%	-41.1%
MCO	Sell	MOODYS CORP	$5,295,000	-50.2%	25,849	-52.5%	2.91%	-43.0%
TWLO	Sell	TWILIO INCcl a	$3,896,000	-74.7%	35,430	-68.6%	2.14%	-71.1%
YI	Buy	111 INCads	$3,168,000	-12.1%	650,414	+0.3%	1.74%	+0.5%
SAIL	New	SAILPOINT TECHNLGIES HLDGS I	$2,564,000	–	137,176	–	1.41%	–
INFO	New	IHS MARKIT LTD	$860,000	–	12,852	–	0.47%	–
WDAY	Exit	WORKDAY INCcl a	$0	–	-13,760	–	-1.36%	–
SYMC	Exit	SYMANTEC CORP	$0	–	-255,393	–	-2.67%	–
IQ	Exit	IQIYI INCsponsored ads	$0	–	-341,244	–	-3.39%	–
SMAR	Exit	SMARTSHEET INC	$0	–	-179,666	–	-4.18%	–

Q2 2019

			Value		Shares		↓ Weighting
NXPI	New	NXP SEMICONDUCTORS N V	$24,413,000	–	250,103	–	11.75%	–
ADI	New	ANALOG DEVICES INC	$21,695,000	–	192,214	–	10.44%	–
PEGA	New	PEGASYSTEMS INC	$21,435,000	–	301,018	–	10.32%	–
TWLO	New	TWILIO INCcl a	$15,407,000	–	112,999	–	7.41%	–
SPGI	New	S&P GLOBAL INC	$14,130,000	–	62,031	–	6.80%	–
MU	New	MICRON TECHNOLOGY INC	$11,528,000	–	298,726	–	5.55%	–
AMD	New	ADVANCED MICRO DEVICES INC	$10,733,000	–	353,412	–	5.16%	–
MCO	New	MOODYS CORP	$10,626,000	–	54,405	–	5.11%	–
NOW	New	SERVICENOW INC	$10,537,000	–	38,378	–	5.07%	–
APTV	New	APTIV PLC	$10,354,000	–	128,098	–	4.98%	–
MSCI	New	MSCI INC	$10,343,000	–	43,314	–	4.98%	–
MSFT	New	MICROSOFT CORP	$10,206,000	–	76,190	–	4.91%	–
SMAR	New	SMARTSHEET INC	$8,696,000	–	179,666	–	4.18%	–
TW	New	TRADEWEB MKTS INCcl a	$8,668,000	–	197,857	–	4.17%	–
IQ	New	IQIYI INCsponsored ads	$7,047,000	–	341,244	–	3.39%	–
SYMC	New	SYMANTEC CORP	$5,557,000	–	255,393	–	2.67%	–
YI	New	111 INCads	$3,606,000	–	648,559	–	1.74%	–
WDAY	New	WORKDAY INCcl a	$2,829,000	–	13,760	–	1.36%	–

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