BOARDMAN BAY CAPITAL MANAGEMENT LLC [Rocket]

Holdings

BOARDMAN BAY CAPITAL MANAGEMENT LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
COHERENT CORP.	IIVI	Common	65,993	-362	4,509,000	570,000	7.50	0.06	Hist	12/31/2021
Lumentum Holdings Inc.	LITE	COM	38,548	-8,190	4,077,000	173,000	6.79	0.05	Hist	12/31/2021
Salesforce, Inc.	CRM	Common	14,000	14,000	3,558,000	3,558,000	5.92	0.00	Hist	12/31/2021
CIENA CORP	CIEN	Common	44,503	-23,590	3,425,000	-72,000	5.70	0.03	Hist	12/31/2021
Bandwidth Inc.	BAND	Common	47,500	20,000	3,409,000	926,000	5.67		Hist	12/31/2021
XILINX INC	XLNX	Common	15,000	15,000	3,180,000	3,180,000	5.29	0.01	Hist	12/31/2021
VIAVI SOLUTIONS INC.	VIAV	COM	165,000	-17,500	2,907,000	34,000	4.84	0.07	Hist	12/31/2021
MICRON TECHNOLOGY INC	MU	Common	30,000	30,000	2,795,000	2,795,000	4.65	0.00	Hist	12/31/2021
CommScope Holding Company, Inc.	COMM	COM	240,000	85,000	2,650,000	544,000	4.41	0.12	Hist	12/31/2021
HARMONIC INC	HLIT	Common	205,150	-16,378	2,413,000	475,000	4.02	0.20	Hist	12/31/2021
MAXLINEAR, INC	MXL	COM	32,000	-30,500	2,412,000	-666,000	4.01	0.04	Hist	12/31/2021
AMAZON COM INC	AMZN	Common	700	700	2,334,000	2,334,000	3.88	0.00	Hist	12/31/2021
TOWER SEMICONDUCTOR LTD	TSEM	Common	57,000	-18,000	2,262,000	19,000	3.76		Hist	12/31/2021
NLIGHT, INC.	LASR	Common	74,154	12,126	1,776,000	27,000	2.96	0.17	Hist	12/31/2021
Akoustis Technologies, Inc.	AKTS	Common	248,461	15,000	1,660,000	-605,000	2.76	0.48	Hist	12/31/2021
Marvell Technology, Inc.	MRVL	COMMON STOCK	18,333	-38,753	1,604,000	-1,839,000	2.67	0.00	Hist	12/31/2021
CALIX, INC	CALX	COM	18,712	2,307	1,496,000	685,000	2.49	0.03	Hist	12/31/2021
Arista Networks, Inc.	ANET	Common	10,000	4,912	1,438,000	-310,000	2.39	0.01	Hist	12/31/2021
WESTERN DIGITAL CORP	WDC	Common	19,842	19,842	1,294,000	1,294,000	2.15	0.01	Hist	12/31/2021
DoubleDown Interactive Co., Ltd.	DDI	Common	78,658	-14,740	1,219,000	-426,000	2.03		Hist	12/31/2021
Casa Systems Inc	CASA	COM	209,425	57,425	1,187,000	156,000	1.98	0.24	Hist	12/31/2021
TWILIO INC	TWLO	CL A	4,500	2,500	1,185,000	547,000	1.97		Hist	12/31/2021
Stronghold Digital Mining, Inc.	SDIG	Common	69,701	69,701	896,000	896,000	1.49	0.14	Hist	12/31/2021
DraftKings Holdings Inc.		Common	30,000	30,000	824,000	824,000	1.37		Hist	12/31/2021
Grab Holdings Ltd	GRAB	Common	103,255	103,255	736,000	736,000	1.22		Hist	12/31/2021
Snap Inc	SNAP	CL A	12,500	12,500	588,000	588,000	0.98		Hist	12/31/2021
HEMISPHERE MEDIA GROUP, INC.	HMTV	Common	80,000	3,941	582,000	-344,000	0.97		Hist	12/31/2021
Uber Technologies, Inc	UBER	Common Stock	12,500	2,500	524,000	76,000	0.87	0.00	Hist	12/31/2021
Support.com, Inc.	GREE	Common	32,500	32,500	522,000	522,000	0.87	0.13	Hist	12/31/2021
APPLIED OPTOELECTRONICS, INC.	AAOI	COM	98,814	-91,787	508,000	-861,000	0.85	0.36	Hist	12/31/2021
SEQUANS COMMUNICATIONS	SQNS	SPONSORED ADS	83,000	-1,448	393,000	22,000	0.65		Hist	12/31/2021
Mynaric AG	MYNA	Common	30,000	30,000	382,000	382,000	0.64		Hist	12/31/2021
PELOTON INTERACTIVE, INC.	PTON	Common	10,000	1,500	358,000	-382,000	0.60		Hist	12/31/2021
AvePoint, Inc.	AVPT	Common	52,073	7,500	328,000	-50,000	0.55		Hist	12/31/2021
WOLFSPEED, INC.	WOLF	COM	2,036	2,036	228,000	228,000	0.38	0.00	Hist	12/31/2021
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