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

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Kla Corp	KLAC	393,120	$228,520,656	30.29%
2.	Lam Research Corp	LRCX	2,691,460	$210,811,296	27.94%
3.	Analog Devices Inc	ADI	466,196	$92,567,878	12.27%
4.	Aspen Aerogels Inc	ASPN	3,194,758	$50,413,282	6.68%
5.	Broadcom Inc.	AVGO	362,760	$40,493,086	5.36%