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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 29,493,197 | 286,843 | SH | SOLE | 286,843 | 0 | 0 | |||
| ALLEGRO MICROSYSTEMS INC | COM | 01749D105 | 7,463,356 | 233,668 | SH | SOLE | 233,668 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 4,121,367 | 24,072 | SH | SOLE | 24,072 | 0 | 0 | |||
| APPLIED MATLS INC | COM | 038222105 | 27,911,658 | 201,601 | SH | SOLE | 201,601 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 30,408,364 | 36,611 | SH | SOLE | 36,611 | 0 | 0 | |||
| CALIX INC | COM | 13100M509 | 14,299,696 | 311,948 | SH | SOLE | 311,948 | 0 | 0 | |||
| CHARTER COMMUNICATIONS INC N | COM | 16119P108 | 4,997,675 | 11,363 | SH | SOLE | 11,363 | 0 | 0 | |||
| CIENA CORP | COM NEW | 171779309 | 13,688,528 | 289,643 | SH | SOLE | 289,643 | 0 | 0 | |||
| FABRINET | SHS | G3323L100 | 26,398,273 | 158,434 | SH | SOLE | 158,434 | 0 | 0 | |||
| KLA CORP | COM NEW | 482480100 | 13,299,764 | 28,997 | SH | SOLE | 28,997 | 0 | 0 | |||
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 23,349,175 | 286,212 | SH | SOLE | 286,212 | 0 | 0 | |||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 12,143,565 | 155,587 | SH | SOLE | 155,587 | 0 | 0 | |||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 14,022,162 | 30,351 | SH | SOLE | 30,351 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 32,619,030 | 74,988 | SH | SOLE | 74,988 | 0 | 0 | |||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 31,351,477 | 337,294 | SH | SOLE | 337,294 | 0 | 0 | |||
| PURE STORAGE INC | CL A | 74624M102 | 6,958,688 | 195,359 | SH | SOLE | 195,359 | 0 | 0 | |||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 18,641,106 | 431,907 | SH | SOLE | 431,907 | 0 | 0 | |||
| SUPER MICRO COMPUTER INC | COM | 86800U104 | 21,847,930 | 79,673 | SH | SOLE | 79,673 | 0 | 0 | |||
| SYNOPSYS INC | COM | 871607107 | 22,173,300 | 48,311 | SH | SOLE | 48,311 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 17,890,190 | 205,871 | SH | SOLE | 205,871 | 0 | 0 | |||