The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 3,733 | 11,667 | SH | SOLE | 11,667 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 4,484 | 43,579 | SH | SOLE | 43,579 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 5,243 | 1,961 | SH | SOLE | 1,961 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 4,696 | 28,039 | SH | SOLE | 28,039 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 2,243 | 36,835 | SH | SOLE | 36,835 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 9,237 | 71,755 | SH | SOLE | 71,755 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 1,396 | 588 | SH | SOLE | 588 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 3,393 | 66,078 | SH | SOLE | 66,078 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 6,996 | 128,528 | SH | SOLE | 128,528 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 7,298 | 130,490 | SH | SOLE | 130,490 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 1,325 | 5,392 | SH | SOLE | 5,392 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 9,906 | 95,209 | SH | SOLE | 95,209 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 4,866 | 30,882 | SH | SOLE | 30,882 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 3,380 | 4,999 | SH | SOLE | 4,999 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 4,890 | 35,196 | SH | SOLE | 35,196 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 4,362 | 13,039 | SH | SOLE | 13,039 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 2,395 | 39,706 | SH | SOLE | 39,706 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 5,176 | 33,725 | SH | SOLE | 33,725 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 6,947 | 24,642 | SH | SOLE | 24,642 | 0 | 0 | ||
| NETAPP INC | COM | 64110D104 | 1,918 | 21,373 | SH | SOLE | 21,373 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 6,291 | 32,119 | SH | SOLE | 32,119 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 1,926 | 4,020 | SH | SOLE | 4,020 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 2,491 | 14,902 | SH | SOLE | 14,902 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 4,312 | 33,431 | SH | SOLE | 33,431 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 7,206 | 26,568 | SH | SOLE | 26,568 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 1,525 | 2,451 | SH | SOLE | 2,451 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 2,178 | 19,510 | SH | SOLE | 19,510 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 1,990 | 44,412 | SH | SOLE | 44,412 | 0 | 0 | ||