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 | 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 |