The Wasatch Micro Cap Fund ( WMICX) has assets of $325 million and a return of 26% this year, and a 10-year annualized return of 11%. Its top five stocks are: Power Integrations ( POWI), 3% of the fund; CorVel ( CRVL), 2.6%; Dollar Financial ( DLLR), 2.4%; OPNET Technologies ( OPNT), 2.1%; Hibbett Sports ( HIBB), 2.1%. O2Micro International ( OIIM), 1.9% of the fund; price: $5.62; down 8.6% this year; market cap: $188 million. The company designs and develops analog products and various mixed-signal chips, which combine analog and other functions on a single integrated circuit. O2Micro gets about two-thirds of its revenue from sales of chips that power backlighting applications in computers and consumer electronics. Its customers include: Apple ( AAPL) and Hewlett-Packard ( HPQ). O2Micro's trailing price-to-earnings ratio is 12.2 versus the 14.6 average of the Standard & Poor's 500 stocks. The Wasatch Funds family has a reputation for coming up with small-cap winners, and in this case, it appears the firm is sold on O2 Micro, as three Wasatch funds have stakes in this company, for a combined 8% of outstanding shares, the largest holding by an investor group.