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
ADVANCED MICRO DEVICES INC COM 007903107 23,845 218,080 SH   SOLE   218,080 0 0
APPLIED MATLS INC COM 038222105 21,292 161,548 SH   SOLE   167,348 0 0
ASML HOLDING N V NY REGISTRY SHS N07059210 8,946 13,253 SH   SOLE   13,253 0 0
BROADCOM INC COM 11135F101 24,167 38,380 SH   SOLE   38,380 0 0
CALIX INC COM 13100M509 10,307 240,200 SH   SOLE   240,200 0 0
CIENA CORP COM NEW 171779309 13,888 229,067 SH   SOLE   229,067 0 0
FABRINET SHS G3323L100 7,503 71,365 SH   SOLE   71,365 0 0
KLA CORP COM NEW 482480100 19,187 52,415 SH   SOLE   52,415 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 16,108 269,053 SH   SOLE   269,053 0 0
MARVELL TECHNOLOGY INC COM 573874104 21,444 299,038 SH   SOLE   299,038 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 20,162 268,330 SH   SOLE   268,330 0 0
MICRON TECHNOLOGY INC. COM 595112103 7,103 91,200 SH   SOLE   91,200 0 0
MONOLITHIC PWR SYS INC COM 609839105 13,041 26,850 SH   SOLE   26,850 0 0
NVIDIA CORPORATION COM 67066G104 18,356 67,270 SH   SOLE   67,270 0 0
NXP SEMICONDUCTORS N V COM N6596X109 9,017 48,721 SH   SOLE   48,721 0 0
ON SEMICONDUCTOR CORP COM 682189105 19,784 315,984 SH   SOLE   315,984 0 0
SEMTECH CORP COM 816850101 13,674 197,200 SH   SOLE   197,200 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 15,668 362,500 SH   SOLE   362,500 0 0
TERADYNE INC COM 880770102 11,051 93,468 SH   SOLE   93,468 0 0