Oaktop Capital Management Ii, L.P. Portfolio Holdings by Sector

Oaktop Capital Management Ii, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductor Equipment & Materials \| Technology KLAC 1 stocks	$305,446 45.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology ADI AVGO CEVA INTC 4 stocks	$221,283 33.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology PRGS EGAN 2 stocks	$49,168 7.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials ASPN 1 stocks	$26,015 3.9% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare BMY 1 stocks	$22,218 3.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$16,013 2.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services PINS 1 stocks	$12,551 1.88% of portfolio	-	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$10,018 1.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PRTS 1 stocks	$3,402 0.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare PETS 1 stocks	$1,447 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts

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