Hedge Fund - Boardman Bay Capital Management

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Fund Profile

Filing Period:

Fund Name:	Boardman Bay Capital Management
Manager	Will Graves
Portfolio Value	$60,083,000
Change This QTR	+1.06%

Top 13F Holdings

Filing Period:

Last updated on February 14, 2022 based on SEC 13F filings Last update: February 14, 2022

No.	Security	Ticker	Shares	Value	Activity	% Port
1.	Ii-Vi Inc	IIVI	65,993	$4,509,000	-1%	7.5%
2.	Lumentum Holdings Inc.	LITE	38,548	$4,077,000	-18%	6.78%
3.	Salesforce.com Inc.	CRM	14,000	$3,558,000	NEW	5.92%
4.	Ciena Corp	CIEN	44,503	$3,425,000	-35%	5.7%
5.	Bandwidth Inc.	BAND	47,500	$3,409,000	+73%	5.67%

News, Interviews and Investor Letters

Boardman Bay Capital Management's Returns, AUM and Holdings