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 5,847 40,635 SH   SOLE   40,635 0 0
AIRBNB INC COM CL A 009066101 3,080 18,500 SH   SOLE   18,500 0 0
ANALOG DEVICES INC COM 032654105 9,748 55,460 SH   SOLE   55,460 0 0
APPLIED MATLS INC COM 038222105 18,046 114,680 SH   SOLE   114,680 0 0
ARROW ELECTRS INC COM 042735100 14,233 106,000 SH   SOLE   106,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 4,518 409,200 SH   SOLE   409,200 0 0
DELL TECHNOLOGIES INC CL C 24703L202 5,055 90,000 SH   SOLE   90,000 0 0
DISNEY WALT CO COM 254687106 11,951 77,160 SH   SOLE   77,160 0 0
FLEX LTD ORD Y2573F102 6,804 371,181 SH   SOLE   371,181 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 7,433 114,410 SH   SOLE   114,410 0 0
JABIL INC COM 466313103 6,585 93,610 SH   SOLE   93,610 0 0
KLA CORP COM NEW 482480100 17,093 39,742 SH   SOLE   39,742 0 0
LUMENTUM HLDGS INC COM 55024U109 10,442 98,720 SH   SOLE   98,720 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 3,766 48,100 SH   SOLE   48,100 0 0
MARVELL TECHNOLOGY INC COM 573874104 11,987 137,010 SH   SOLE   137,010 0 0
MATCH GROUP INC NEW COM 57667L107 7,375 55,765 SH   SOLE   55,765 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 14,545 167,070 SH   SOLE   167,070 0 0
MICRON TECHNOLOGY INC COM 595112103 4,881 52,400 SH   SOLE   52,400 0 0
MICROSOFT CORP COM 594918104 14,193 42,200 SH   SOLE   42,200 0 0
NATIONAL INSTRS CORP COM 636518102 6,948 159,100 SH   SOLE   159,100 0 0
NETFLIX INC COM 64110L106 5,470 9,080 SH   SOLE   9,080 0 0
NVIDIA CORPORATION COM 67066G104 11,260 38,285 SH   SOLE   38,285 0 0
NXP SEMICONDUCTORS N V COM N6596X109 10,839 47,585 SH   SOLE   47,585 0 0
QORVO INC COM 74736K101 4,520 28,900 SH   SOLE   28,900 0 0
QUALCOMM INC COM 747525103 12,047 65,875 SH   SOLE   65,875 0 0
ROKU INC COM CL A 77543R102 7,448 32,640 SH   SOLE   32,640 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 3,802 33,651 SH   SOLE   33,651 0 0
SEMTECH CORP COM 816850101 4,591 51,624 SH   SOLE   51,624 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 4,291 69,557 SH   SOLE   69,557 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 6,160 64,820 SH   SOLE   64,820 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 6,870 29,355 SH   SOLE   29,355 0 0
SYNOPSYS INC COM 871607107 12,331 33,463 SH   SOLE   33,463 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,944 50,325 SH   SOLE   50,325 0 0
TERADYNE INC COM 880770102 10,630 65,001 SH   SOLE   65,001 0 0
TWITTER INC COM 90184L102 5,804 134,300 SH   SOLE   134,300 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,633 158,199 SH   SOLE   158,199 0 0
VIACOMCBS INC CL B 92556H206 9,633 319,200 SH   SOLE   319,200 0 0
VIAVI SOLUTIONS INC COM 925550105 8,601 488,131 SH   SOLE   488,131 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 9,799 448,075 SH   SOLE   448,075 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 2,153 49,860 SH   SOLE   49,860 0 0