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 14,090 128,845 SH   SOLE   128,845 0 0
AIRBNB INC COM CL A 009066101 8,326 48,505 SH   SOLE   48,505 0 0
AMAZON COM INC COM 023135106 12,508 3,832 SH   SOLE   3,832 0 0
ANALOG DEVICES INC COM 032654105 18,445 111,665 SH   SOLE   111,665 0 0
APPLIED MATLS INC COM 038222105 9,674 73,420 SH   SOLE   73,420 0 0
ARROW ELECTRS INC COM 042735100 14,933 125,880 SH   SOLE   125,880 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 7,391 11,065 SH   SOLE   11,065 0 0
COGNEX CORP COM 192422103 6,666 86,400 SH   SOLE   86,400 0 0
DELL TECHNOLOGIES INC CL C 24703L202 6,480 129,100 SH   SOLE   129,100 0 0
DISNEY WALT CO COM 254687106 16,173 117,915 SH   SOLE   117,915 0 0
FLEX LTD ORD Y2573F102 7,820 421,791 SH   SOLE   421,791 0 0
GLOBAL FOUNDRIES INC COM G39387108 4,894 78,400 SH   SOLE   78,400 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 3,883 232,400 SH   SOLE   232,400 0 0
JABIL INC COM 466313103 9,852 159,600 SH   SOLE   159,600 0 0
KLA CORP COM NEW 482480100 12,046 32,897 SH   SOLE   32,897 0 0
LOGITECH INTL S A SHS H50430232 8,595 116,500 SH   SOLE   116,500 0 0
MATCH GROUP INC NEW COM 57667L107 10,640 97,895 SH   SOLE   97,895 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 14,199 189,116 SH   SOLE   189,116 0 0
MICRON TECHNOLOGY INC COM 595112103 7,639 98,080 SH   SOLE   98,080 0 0
MICROSOFT CORP COM 594918104 19,184 62,095 SH   SOLE   62,095 0 0
MARVELL TECHNOLOGY INC COM 573874104 8,162 113,960 SH   SOLE   113,960 0 0
NATIONAL INSTRS CORP COM 636518102 4,613 113,645 SH   SOLE   113,645 0 0
NETFLIX INC COM 64110L106 11,721 31,290 SH   SOLE   31,290 0 0
NUTANIX INC CL A 67059N108 6,719 250,520 SH   SOLE   250,520 0 0
NVIDIA CORPORATION COM 67066G104 12,687 46,497 SH   SOLE   46,497 0 0
NXP SEMICONDUCTORS N V COM N6596X109 17,746 95,882 SH   SOLE   95,882 0 0
PURE STORAGE INC CL A 74624M102 5,652 160,080 SH   SOLE   160,080 0 0
QUALCOMM INC COM 747525103 7,542 49,350 SH   SOLE   49,350 0 0
ROKU INC COM CL A 77543R102 4,582 36,580 SH   SOLE   36,580 0 0
SEMTECH CORP COM 816850101 11,228 161,924 SH   SOLE   161,924 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 11,010 216,520 SH   SOLE   216,520 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 12,608 94,600 SH   SOLE   94,600 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 7,450 49,330 SH   SOLE   49,330 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 15,204 351,778 SH   SOLE   351,778 0 0
SYNNEX CORP COM 87162W100 5,842 56,600 SH   SOLE   56,600 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 12,210 79,422 SH   SOLE   79,422 0 0
UBER TECHNOLOGIES INC COM 90353T100 11,625 325,799 SH   SOLE   325,799 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 6,323 37,876 SH   SOLE   37,876 0 0
VIAVI SOLUTIONS INC COM 925550105 9,730 605,071 SH   SOLE   605,071 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 7,799 397,895 SH   SOLE   397,895 0 0