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	$247,522 44.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology ADI AVGO CEVA INTC 4 stocks	$171,444 30.89% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology PRGS EGAN 2 stocks	$39,156 7.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare BMY 1 stocks	$29,274 5.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials ASPN 1 stocks	$28,081 5.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$11,905 2.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services PINS 1 stocks	$10,850 1.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$10,422 1.88% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PRTS 1 stocks	$4,597 0.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare PETS 1 stocks	$1,826 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts

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