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Special Situations
Lincoln Educational Services Corporation
LINC
Steve Frankel
BUY
BUY
BUY
BUY
BUY
Internet Media
Lions Gate Entertainment Corp.
LGF.B
Barton Crockett
BUY
BUY
BUY
BUY
BUY
Internet Media
Live Nation Entertainment, Inc.
LYV
Barton Crockett
BUY
BUY
BUY
BUY
BUY
Comm & Cloud Infrastructure
Lumentum Holdings, Inc.
LITE
Mike Genovese
BUY
BUY
BUY
BUY
BUY
Semiconductors
Luminar Technology
LAZR
Kevin Cassidy
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Semiconductors
Marvell Technology Group Ltd.
MRVL
Hans Mosesmann
BUY
BUY
BUY
BUY
BUY
Internet Media
Meta Platforms, Inc.
META
Barton Crockett
BUY
BUY
BUY
BUY
BUY
Semiconductors
Microchip Technology Incorporated
MCHP
Hans Mosesmann
BUY
BUY
BUY
BUY
BUY
Semiconductors
Micron Technology, Inc.
MU
Hans Mosesmann
BUY
BUY
BUY
BUY
BUY
Semiconductors
Monolithic Power Systems, Inc.
MPWR
Hans Mosesmann
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Semiconductors
NVIDIA Corporation
NVDA
Hans Mosesmann
BUY
BUY
BUY
BUY
BUY
Semiconductors
Navitas Semiconductor Corp.
NVTS
Kevin Cassidy
BUY
BUY
BUY
BUY
BUY
Internet Media
Netflix, Inc.
NFLX
Barton Crockett
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Internet Media
Nexstar Media Group, Inc.
NXST
Barton Crockett
BUY
BUY
BUY
BUY
BUY
CCaaS
Nice Ltd.
NICE
Catharine Trebnick
BUY
BUY
BUY
BUY
BUY
Semiconductors
ON Semiconductor Corporation
ON
Kevin Cassidy
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Cyber Security
OneSpan Inc
OSPN
Catharine Trebnick
BUY
BUY
BUY
BUY
BUY
Semiconductors
Ouster, Inc.
OUST
Kevin Cassidy
BUY
BUY
BUY
BUY
BUY
Software
PDF Solutions, Inc.
PDFS
Blair Abernethy
BUY
BUY
BUY
BUY
BUY
Software
PTC, Inc.
PTC
Blair Abernethy
BUY
BUY
BUY
BUY
BUY
Software
Palo Alto Networks, Inc.
PANW
Catharine Trebnick
BUY
BUY
BUY
BUY
BUY
Internet Media
Paramount Global
PARA
Barton Crockett
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Software
Pegasystems, Inc.
PEGA
Blair Abernethy
BUY
BUY
BUY
BUY
BUY
Semiconductors
Penguin Solutions, Inc.
PENG
Kevin Cassidy
BUY
BUY
BUY
BUY
BUY
Internet Media
Pinterest, Inc.
PINS
Barton Crockett
BUY
BUY
BUY
BUY
BUY