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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   28,558,742 291,386 SH   SOLE   291,386 0 0
APPLE ORD COM 037833100   5,553,832 33,680 SH   SOLE   33,680 0 0
APPLIED MATLS INC COM 038222105   23,488,781 191,230 SH   SOLE   191,230 0 0
BROADCOM INC COM 11135F101   30,518,058 47,570 SH   SOLE   47,570 0 0
CALIX INC COM 13100M509   9,496,630 177,209 SH   SOLE   177,209 0 0
CHARTER COMMUNICATIONSINC N CL A 16119P108   3,576,100 10,000 SH   SOLE   10,000 0 0
CIENA CORP COM NEW 171779309   11,889,845 226,387 SH   SOLE   226,387 0 0
FABRINET SHS G3323L100   12,256,626 103,205 SH   SOLE   103,205 0 0
KLA CORP COM NEW 482480100   10,763,619 26,965 SH   SOLE   26,965 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   19,956,691 281,715 SH   SOLE   281,715 0 0
MICROCHIP TECHNOLOGY INC COM 595017104   16,399,935 195,750 SH   SOLE   195,750 0 0
MONOLITHIC PWR SYS INC COM 609839105   18,835,320 37,630 SH   SOLE   37,630 0 0
NVIDIA CORPORATION COM 67066G104   31,475,785 113,316 SH   SOLE   113,316 0 0
ON SEMICONDUCTOR CORP COM 682189105   27,512,250 334,211 SH   SOLE   334,211 0 0
PURE STORAGE INC CL A 07462M102   3,714,256 145,600 SH   SOLE   145,600 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   1,965,600 30,000 SH   SOLE   30,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   19,131,982 357,674 SH   SOLE   357,674 0 0
SUPER MICRO COMPUTER INC COM 86800U104   17,097,120 160,461 SH   SOLE   160,461 0 0
SYNOPSYS INC COM 871607107   18,563,175 48,060 SH   SOLE   48,060 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   18,971,429 203,950 SH   SOLE   203,950 0 0