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 17,793 172,919 SH   SOLE   172,919 0 0
AIRBNB INC COM CL A 009066101 8,204 48,908 SH   SOLE   48,908 0 0
AMKOR TECHNOLOGY INC COM 031652100 5,160 206,800 SH   SOLE   206,800 0 0
AMPHENOL CORP NEW CL A 032095101 11,295 154,241 SH   SOLE   154,241 0 0
ANALOG DEVICES INC COM 032654105 21,516 128,470 SH   SOLE   128,470 0 0
APPLE INC COM 037833100 10,372 73,300 SH   SOLE   73,300 0 0
APPLIED MATLS INC COM 038222105 13,297 103,330 SH   SOLE   103,330 0 0
ARROW ELECTRS INC COM 042735100 6,135 54,632 SH   SOLE   54,632 0 0
CHEWY INC CL A 16679L109 7,640 112,170 SH   SOLE   112,170 0 0
CIRRUS LOGIC INC COM 172755100 6,767 82,170 SH   SOLE   82,170 0 0
CITRIX SYS INC COM 177376100 7,655 71,300 SH   SOLE   71,300 0 0
ELECTRONIC ARTS INC COM 285512109 14,917 104,730 SH   SOLE   104,730 0 0
FLEX LTD ORD Y2573F102 4,734 267,761 SH   SOLE   267,761 0 0
JABIL INC COM 466313103 14,172 242,788 SH   SOLE   242,788 0 0
KLA CORP COM NEW 482480100 19,238 57,512 SH   SOLE   57,512 0 0
LUMENTUM HLDGS INC COM 55024U109 15,580 186,500 SH   SOLE   186,500 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 3,317 51,135 SH   SOLE   51,135 0 0
MATCH GROUP INC NEW COM 57667L107 11,229 71,530 SH   SOLE   71,530 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 25,291 164,775 SH   SOLE   164,775 0 0
MICROSOFT CORP COM 594918104 10,595 37,580 SH   SOLE   37,580 0 0
NATIONAL INSTRS CORP COM 636518102 5,615 143,200 SH   SOLE   143,200 0 0
NVIDIA CORPORATION COM 67066G104 4,057 19,600 SH   SOLE   19,600 0 0
NXP SEMICONDUCTORS N V COM N6596X109 22,645 115,610 SH   SOLE   115,610 0 0
QUALCOMM INC COM 747525103 17,837 138,150 SH   SOLE   138,150 0 0
ROKU INC COM CL A 77543R102 10,549 33,665 SH   SOLE   33,665 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 3,723 45,121 SH   SOLE   45,121 0 0
SEMTECH CORP COM 816850101 5,997 76,914 SH   SOLE   76,914 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 8,092 147,847 SH   SOLE   147,847 0 0
SYNOPSYS INC COM 871607107 20,187 67,423 SH   SOLE   67,423 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 12,076 78,380 SH   SOLE   78,380 0 0
TERADYNE INC COM 880770102 11,916 109,171 SH   SOLE   109,171 0 0
UBER TECHNOLOGIES INC COM 90353T100 11,669 260,299 SH   SOLE   260,299 0 0
VIAVI SOLUTIONS INC COM 925550105 18,827 1,196,131 SH   SOLE   1,196,131 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 4,594 228,675 SH   SOLE   228,675 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 6,696 156,660 SH   SOLE   156,660 0 0
WESTERN DIGITAL CORP. COM 958102105 5,611 99,400 SH   SOLE   99,400 0 0