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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 25,856 | 179,680 | SH | SOLE | 179,680 | 0 | 0 | ||
| AMKOR TECHNOLOGY INC | COM | 031652100 | 6,329 | 255,306 | SH | SOLE | 255,306 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 25,626 | 162,848 | SH | SOLE | 162,848 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 23,921 | 35,950 | SH | SOLE | 35,950 | 0 | 0 | ||
| CALIX INC | COM | 13100M509 | 24,908 | 311,467 | SH | SOLE | 311,467 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 14,637 | 190,167 | SH | SOLE | 190,167 | 0 | 0 | ||
| FABRINET | SHS | G3323L100 | 7,933 | 66,965 | SH | SOLE | 66,965 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 18,372 | 42,715 | SH | SOLE | 42,715 | 0 | 0 | ||
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 20,002 | 255,453 | SH | SOLE | 255,453 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 26,480 | 302,658 | SH | SOLE | 302,658 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 20,836 | 239,330 | SH | SOLE | 239,330 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 16,366 | 175,700 | SH | SOLE | 175,700 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 10,656 | 21,600 | SH | SOLE | 21,600 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 21,961 | 74,670 | SH | SOLE | 74,670 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 17,363 | 76,225 | SH | SOLE | 76,225 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 24,199 | 356,284 | SH | SOLE | 356,284 | 0 | 0 | ||
| SEMTECH CORP | COM | 816850101 | 11,294 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | ||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 22,895 | 468,400 | SH | SOLE | 468,400 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 15,306 | 93,600 | SH | SOLE | 93,600 | 0 | 0 | ||
| VICOR CORP | COM | 925815102 | 12,225 | 96,274 | SH | SOLE | 96,274 | 0 | 0 | ||