Instuitional Investor - Oaktop Capital Management Ii, L.p.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Lam Research Corp	LRCX	2,691,460	$360,386,494	32.59%
2.	Kla Corp	KLAC	328,875	$354,724,575	32.08%
3.	Broadcom Inc.	AVGO	362,760	$119,678,151	10.82%
4.	Analog Devices Inc	ADI	466,196	$114,544,357	10.36%
5.	Aspen Aerogels Inc	ASPN	4,394,525	$30,585,894	2.77%