FIVG Full Holdings

Ticker	Name	CUSIP	ETF Weight	Shares
AMD	Advanced Micro Devices Inc	007903107	6.99%	711,789
ADI	Analog Devices Inc	032654105	5.33%	324,783
QCOM	Qualcomm Inc	747525103	4.62%	331,218
VZ	Verizon Communications Inc	92343V104	3.67%	718,843
NXPI	NXP Semiconductors N V	N6596X109	3.39%	183,964
T	At&t Inc	00206R102	3.31%	1,566,437
TMUS	T-mobile Us Inc	872590104	3.18%	240,736
AMT	American Tower Corp	03027X100	3.16%	131,592
AKAM	Akamai Technologies Inc	00971T101	3.03%	294,020
MRVL	Marvell Technology Inc	573874104	2.74%	475,563
KEYS	Keysight Technologies Inc	49338L103	2.53%	179,510
NOK	Nokia Corp	654902204	2.32%	4,555,696
ERIC	Ericsson	294821608	2.14%	2,623,639
CCI	Crown Castle Intl Corp New	22822V101	1.96%	106,890
DOX	Amdocs Ltd	G02602103	1.84%	212,148
BCE	Bce Inc	05534B760	1.71%	304,030
CHTR	Charter Communications Inc New Cl A	16119P108	1.64%	33,925
EQIX	Equinix Inc	29444U700	1.62%	24,232
FFIV	F5 Inc	315616102	1.57%	90,278
VOD	Vodafone Group Plc New	92857W308	1.38%	883,846
CIEN	Ciena Corp	171779309	1.37%	256,011
HPE	Hewlett Packard Enterprise Co Com	42824C109	1.29%	776,524
AVGO	Broadcom Inc	11135F101	1.25%	20,574
SWKS	Skyworks Solutions Inc	83088M102	1.20%	112,995
VMW	Vmware Inc	928563402	1.11%	105,409
CSCO	Cisco Sys Inc	17275R102	1.08%	212,197
TEF	Telefonica S A	879382208	1.06%	2,050,156
ANET	Arista Networks Inc	040413106	1.06%	96,431
INTC	Intel Corp	458140100	1.05%	233,793
AAPL	Apple Inc	037833100	1.05%	69,104
SBAC	Sba Communications Corp New	78410G104	1.02%	29,681
DELL	Dell Technologies Inc	24703L202	0.96%	205,593
JNPR	Juniper Networks Inc	48203R104	0.91%	288,970
ORAN	Orange	684060106	0.88%	686,768
SWIR	Sierra Wireless Inc	826516106	0.81%	371,892
DLR	Digital Rlty Tr Inc	253868103	0.80%	59,853
QRVO	Qorvo Inc	74736K101	0.80%	75,322
AMZN	Amazon Com Inc	023135106	0.80%	3,458
GLW	Corning Inc	219350105	0.77%	211,043
LLNW	Limelight Networks Inc	53261M104	0.70%	2,057,514
NTCT	Netscout Sys Inc	64115T104	0.69%	192,419
KT	Kt Corp	48268K101	0.69%	462,472
RCI	Rogers Communications Inc	775109200	0.69%	130,532
NVDA	Nvidia Corporation	67066G104	0.68%	38,015
CSGS	Csg Sys Intl Inc	126349109	0.67%	110,263
CTS	Cts Corp	126501105	0.64%	167,308
ATEN	A10 Networks Inc	002121101	0.63%	400,344
DZSI	Dzs Inc	268211109	0.62%	430,557
NATI	National Instrs Corp	636518102	0.62%	178,830
IDCC	Interdigital Inc	45867G101	0.61%	97,180
LSCC	Lattice Semiconductor Corp	518415104	0.61%	122,674
LUMN	Lumen Technologies Inc	550241103	0.61%	500,339
NPTN	Neophotonics Corp	64051T100	0.60%	393,572
IIVI	Ii-vi Inc	902104108	0.59%	90,281
LITE	Lumentum Hldgs Inc	55024U109	0.59%	64,773
VIAV	Viavi Solutions Inc	925550105	0.56%	375,040
CASA	Casa Sys Inc	14713L102	0.55%	1,300,529
UI	Ubiquiti Inc	90353W103	0.53%	21,326
ADTN	Adtran Inc	00738A106	0.52%	289,292
Cash&Other	Cash & Other	Cash&Other	0.50%	4,841,179
CLFD	Clearfield Inc	18482P103	0.50%	91,254
IHS	Ihs Holding Limited	G4701H109	0.49%	451,422
UNIT	Uniti Group Inc	91325V108	0.49%	449,746
CEVA	Ceva Inc	157210105	0.49%	139,269
RDWR	Radware Ltd	M81873107	0.49%	196,041
SILC	Silicom Ltd	M84116108	0.45%	125,823
EXTR	Extreme Networks Inc	30226D106	0.44%	438,994
AIRG	Airgain Inc	00938A104	0.43%	402,086
INFN	Infinera Corp	45667G103	0.43%	717,584
MTSI	Macom Tech Solutions Hldgs Inc Com	55405Y100	0.41%	77,325
COMM	Commscope Hldg Co Inc	20337X109	0.40%	545,464
CALX	Calix Inc	13100M509	0.39%	110,661
CRNT	Ceragon Networks Ltd	M22013102	0.38%	2,160,374
ATUS	Altice Usa Inc	02156K103	0.37%	381,410
SKM	Sk Telecom Ltd	78440P306	0.37%	135,784
IPGP	Ipg Photonics Corp	44980X109	0.36%	35,404
MXL	Maxlinear Inc	57776J100	0.35%	81,542
AKTS	Akoustis Technologies Inc	00973N102	0.34%	854,405
CMBM	Cambium Networks Corp	G17766109	0.33%	231,328
RBBN	Ribbon Communications Inc	762544104	0.33%	1,064,981
GDS	Gds Hldgs Ltd	36165L108	0.33%	111,526
CMTL	Comtech Telecommunications Cp Com New	205826209	0.30%	239,482
EMKR	Emcore Corp	290846203	0.29%	876,688
ALLT	Allot Ltd	M0854Q105	0.28%	499,122
INSG	Inseego Corp	45782B104	0.23%	952,133