The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | (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 |