The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,899 7,950 SH   SOLE   7,950 0 0
ADVANCED MICRO DEVICES INC COM 007903107 3,123 38,088 SH   SOLE   38,088 0 0
AMAZON COM INC COM 023135106 6,159 1,956 SH   SOLE   1,956 0 0
ANAPLAN INC COM 03272L108 1,043 16,667 SH   SOLE   16,667 0 0
ANSYS INC COM 03662Q105 1,957 5,980 SH   SOLE   5,980 0 0
APPLIED MATLS INC COM 038222105 1,836 30,882 SH   SOLE   30,882 0 0
BOOKING HOLDINGS INC COM 09857L108 2,515 1,470 SH   SOLE   1,470 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,449 3,922 SH   SOLE   3,922 0 0
CIENA CORP COM NEW 171779309 969 24,413 SH   SOLE   24,413 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,023 7,451 SH   SOLE   7,451 0 0
DELL TECHNOLOGIES INC CL C 24703L202 1,586 23,431 SH   SOLE   23,431 0 0
FACEBOOK INC CL A 30303M102 1,926 7,353 SH   SOLE   7,353 0 0
FISERV INC COM 337738108 2,449 23,764 SH   SOLE   23,764 0 0
GENPACT LIMITED SHS G3922B107 3,336 85,656 SH   SOLE   85,656 0 0
GLOBAL PMTS INC COM 37940X102 2,126 11,971 SH   SOLE   11,971 0 0
INPHI CORP COM 45772F107 2,586 23,040 SH   SOLE   23,040 0 0
JABIL INC COM 466313103 3,231 94,314 SH   SOLE   94,314 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,724 43,431 SH   SOLE   43,431 0 0
MASTERCARD INCORPORATED CL A 57636Q104 5,191 15,351 SH   SOLE   15,351 0 0
MICRON TECHNOLOGY INC COM 595112103 1,367 29,117 SH   SOLE   29,117 0 0
MICROSOFT CORP COM 594918104 4,594 21,841 SH   SOLE   21,841 0 0
NETAPP INC COM 64110D104 1,500 34,216 SH   SOLE   34,216 0 0
NVIDIA CORPORATION COM 67066G104 2,229 4,118 SH   SOLE   4,118 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,478 19,854 SH   SOLE   19,854 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,523 70,196 SH   SOLE   70,196 0 0
PALO ALTO NETWORKS INC COM 697435105 1,824 7,451 SH   SOLE   7,451 0 0
PAYPAL HLDGS INC COM 70450Y103 2,204 11,186 SH   SOLE   11,186 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 603 6,079 SH   SOLE   6,079 0 0
QORVO INC COM 74736K101 2,201 17,059 SH   SOLE   17,059 0 0
QUALCOMM INC COM 747525103 3,738 31,764 SH   SOLE   31,764 0 0
RAPID7 INC COM 753422104 1,387 22,653 SH   SOLE   22,653 0 0
RINGCENTRAL INC CL A 76680R206 1,835 6,683 SH   SOLE   6,683 0 0
S&P GLOBAL INC COM 78409V104 3,041 8,433 SH   SOLE   8,433 0 0
SALESFORCE COM INC COM 79466L302 3,889 15,473 SH   SOLE   15,473 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 3,552 24,411 SH   SOLE   24,411 0 0
SNAP INC CL A 83304A106 2,293 87,836 SH   SOLE   87,836 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 3,117 101,568 SH   SOLE   101,568 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 626 20,588 SH   SOLE   20,588 0 0
VIACOMCBS INC CL B 92556H206 566 20,197 SH   SOLE   20,197 0 0
WORKDAY INC CL A 98138H101 949 4,412 SH   SOLE   4,412 0 0