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 |
|
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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADOBE INC | COM | 00724F101 | 1,468,512 | 2,880 | SH | SOLE | 2,880 | 0 | 0 | |||
AMKOR TECHNOLOGY INC | COM | 031652100 | 3,510,526 | 155,333 | SH | SOLE | 155,333 | 0 | 0 | |||
AMPHENOL CORP NEW | CL A | 032095101 | 6,769,090 | 80,594 | SH | SOLE | 80,594 | 0 | 0 | |||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 3,006,287 | 5,107 | SH | SOLE | 5,107 | 0 | 0 | |||
AVNET INC | COM | 053807103 | 4,697,899 | 97,487 | SH | SOLE | 97,487 | 0 | 0 | |||
CIRRUS LOGIC INC | COM | 172755100 | 4,065,803 | 54,973 | SH | SOLE | 54,973 | 0 | 0 | |||
COHERENT CORP | COM | 19247G107 | 3,739,761 | 114,576 | SH | SOLE | 114,576 | 0 | 0 | |||
EXTREME NETWORKS | COM | 30226D106 | 3,386,979 | 139,900 | SH | SOLE | 139,900 | 0 | 0 | |||
FLEX LTD | ORD | Y2573F102 | 2,254,880 | 83,576 | SH | SOLE | 83,576 | 0 | 0 | |||
GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | 3,884,939 | 66,763 | SH | SOLE | 66,763 | 0 | 0 | |||
HP INC | COM | 40434L105 | 5,689,158 | 221,368 | SH | SOLE | 221,368 | 0 | 0 | |||
KULICKE & SOFFA INDS INC | COM | 501242101 | 3,376,332 | 69,429 | SH | SOLE | 69,429 | 0 | 0 | |||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 4,370,228 | 50,858 | SH | SOLE | 50,858 | 0 | 0 | |||
MICRON TECHNOLOGY INC | COM | 595112103 | 1,790,958 | 26,326 | SH | SOLE | 26,326 | 0 | 0 | |||
MICROSOFT CORP | COM | 594918104 | 2,639,039 | 8,358 | SH | SOLE | 8,358 | 0 | 0 | |||
MOBILEYE GLOBAL INC | COMMON CLASS A | 60741F104 | 2,930,148 | 70,521 | SH | SOLE | 70,521 | 0 | 0 | |||
MONGODB INC | CL A | 60937P106 | 4,499,293 | 13,009 | SH | SOLE | 13,009 | 0 | 0 | |||
NUTANIX INC | CL A | 67059N108 | 3,289,882 | 94,320 | SH | SOLE | 94,320 | 0 | 0 | |||
NVIDIA CORPORATION | COM | 67066G104 | 6,644,037 | 15,274 | SH | SOLE | 15,274 | 0 | 0 | |||
ORACLE CORP | COM | 68389X105 | 5,046,347 | 47,643 | SH | SOLE | 47,643 | 0 | 0 | |||
QORVO INC | COM | 74736K101 | 6,664,474 | 69,807 | SH | SOLE | 69,807 | 0 | 0 | |||
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 2,889,977 | 76,414 | SH | SOLE | 76,414 | 0 | 0 | |||
SERVICENOW INC | COM | 81762P102 | 5,774,616 | 10,331 | SH | SOLE | 10,331 | 0 | 0 | |||
SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 1,710,161 | 33,369 | SH | SOLE | 33,369 | 0 | 0 | |||
SITIME CORP | COM | 82982T106 | 2,102,200 | 18,400 | SH | SOLE | 18,400 | 0 | 0 | |||
STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 4,697,578 | 108,841 | SH | SOLE | 108,841 | 0 | 0 | |||
TE CONNECTIVITY LTD | SHS | H84989104 | 7,247,011 | 58,666 | SH | SOLE | 58,666 | 0 | 0 | |||
TERADYNE INC | COM | 880770102 | 2,087,659 | 20,781 | SH | SOLE | 20,781 | 0 | 0 | |||
WESTERN DIGITAL CORP. | COM | 958102105 | 2,405,020 | 52,707 | SH | SOLE | 52,707 | 0 | 0 | |||
ZSCALER INC | COM | 98980G102 | 3,130,471 | 20,120 | SH | SOLE | 20,120 | 0 | 0 |