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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   10,365,532 160,036 SH   SOLE   160,036 0 0
APPLE ORD COM 037833100   1,511,086 11,630 SH   SOLE   11,630 0 0
APPLIED MATLS INC COM 038222105   13,417,016 137,780 SH   SOLE   137,780 0 0
ASML HOLDING N V NY REGISTRY SHS N07059210   12,945,852 24,003 SH   SOLE   24,003 0 0
BROADCOM INC COM 11135F101   18,943,324 33,880 SH   SOLE   33,880 0 0
CALIX INC COM 13100M509   12,649,833 184,858 SH   SOLE   184,858 0 0
CIENA CORP COM NEW 171779309   12,328,850 241,837 SH   SOLE   241,837 0 0
FABRINET SHS G3323L100   13,752,236 107,255 SH   SOLE   107,255 0 0
KLA CORP COM NEW 482480100   14,785,231 39,215 SH   SOLE   39,215 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   13,690,781 217,383 SH   SOLE   217,383 0 0
MARVELL TECHNOLOGY INC COM 573874104   7,480,747 201,964 SH   SOLE   201,964 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   13,087,575 186,300 SH   SOLE   186,300 0 0
MONOLITHIC PWR SYS INC COM 609839105   9,123,138 25,800 SH   SOLE   25,800 0 0
NVIDIA CORPORATION COM 67066G104   8,719,589 59,666 SH   SOLE   59,666 0 0
NXP SEMICONDUCTORS N V COM N6596X109   8,396,450 53,132 SH   SOLE   53,132 0 0
ON SEMICONDUCTOR CORP COM 682189105   12,774,062 204,811 SH   SOLE   204,811 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   12,960,783 364,374 SH   SOLE   364,374 0 0
SUPER MICRO COMPUTER INC COM 86800U104   7,726,431 94,110 SH   SOLE   94,110 0 0
SYNOPSYS INC COM 871607107   13,892,308 43,510 SH   SOLE   43,510 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   11,609,267 155,850 SH   SOLE   155,850 0 0