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 9,764 127,680 SH   SOLE   127,680 0 0
APPLIED MATERIAL MATLS INC COM 038222105 13,196 145,048 SH   SOLE   145,048 0 0
ASML HOLDING N V NY REGISTRY SHS N07059210 4,683 9,803 SH   SOLE   9,803 0 0
BROADCOM INC COM 11135F101 17,747 36,530 SH   SOLE   36,530 0 0
CIENA CORP COM NEW 171779309 9,390 205,467 SH   SOLE   205,467 0 0
FABRINET SHS G3323L100 6,169 76,065 SH   SOLE   76,065 0 0
KLA CORP COM NEW 482480100 17,043 53,415 SH   SOLE   53,415 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 13,316 288,853 SH   SOLE   288,853 0 0
MARVELL TECHNOLOGY INC COM 573874104 12,386 284,538 SH   SOLE   284,538 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 15,992 275,330 SH   SOLE   275,330 0 0
MONOLITHIC PWR SYS INC COM 609839105 9,505 24,750 SH   SOLE   24,750 0 0
NVIDIA CORPORATION COM 67066G104 7,272 47,970 SH   SOLE   47,970 0 0
NXP SEMICONDUCTORS N V COM N6596X109 7,227 48,821 SH   SOLE   48,821 0 0
ON SEMICONDUCTOR CORP COM 682189105 13,669 271,684 SH   SOLE   271,684 0 0
SEMTECH CORP COM 816850101 13,078 237,900 SH   SOLE   237,900 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 12,028 382,200 SH   SOLE   382,200 0 0
TERADYNE INC COM 880770102 1,627 18,168 SH   SOLE   18,168 0 0