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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,116 6,274 SH   SOLE   6,274 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,479 13,529 SH   SOLE   13,529 0 0
ANALOG DEVICES INC COM 032654105 4,086 24,734 SH   SOLE   24,734 0 0
APPLIED MATLS INC COM 038222105 4,625 35,092 SH   SOLE   35,092 0 0
ARISTA NETWORKS INC COM 040413106 2,930 21,079 SH   SOLE   21,079 0 0
BROADCOM INC COM 11135F101 5,450 8,655 SH   SOLE   8,655 0 0
CIENA CORP COM NEW 171779309 1,971 32,505 SH   SOLE   32,505 0 0
DELL TECHNOLOGIES INC CL C 24703L202 8,829 175,908 SH   SOLE   175,908 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 3,362 201,176 SH   SOLE   201,176 0 0
INTEL CORP COM 458140100 1,020 20,589 SH   SOLE   20,589 0 0
JABIL INC COM 466313103 4,395 71,205 SH   SOLE   71,205 0 0
KLA CORP COM NEW 482480100 3,046 8,320 SH   SOLE   8,320 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 1,247 20,834 SH   SOLE   20,834 0 0
MARVELL TECHNOLOGY INC COM 573874104 4,014 55,969 SH   SOLE   55,969 0 0
MICROSOFT CORP COM 594918104 5,149 16,700 SH   SOLE   16,700 0 0
PALO ALTO NETWORKS INC COM 697435105 2,990 4,803 SH   SOLE   4,803 0 0
QUALCOMM INC COM 747525103 1,942 12,706 SH   SOLE   12,706 0 0
SALESFORCE COM INC COM 79466L302 2,165 10,196 SH   SOLE   10,196 0 0
SERVICENOW INC COM 81762P102 2,800 5,028 SH   SOLE   5,028 0 0
WESTERN DIGITAL CORP. COM 958102105 1,533 30,882 SH   SOLE   30,882 0 0