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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   35,757,054 198,111 SH   SOLE   198,111 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   25,011,601 927,730 SH   SOLE   927,730 0 0
APPLIED MATLS INC COM 038222105   40,813,536 197,903 SH   SOLE   197,903 0 0
ARISTA NETWORKS INC COM 040413106   22,979,755 79,246 SH   SOLE   79,246 0 0
ARROW ELECTRS INC COM 042735100   11,374,097 87,858 SH   SOLE   87,858 0 0
BROADCOM INC COM 11135F101   37,677,430 28,427 SH   SOLE   28,427 0 0
CALIX INC COM 13100M509   16,774,052 505,852 SH   SOLE   505,852 0 0
CIENA CORP COM NEW 171779309   18,898,949 382,183 SH   SOLE   382,183 0 0
FABRINET SHS G3323L100   29,835,862 157,845 SH   SOLE   157,845 0 0
HARMONIC INC COM 413160102   18,854,143 1,402,838 SH   SOLE   1,402,838 0 0
KLA CORP COM NEW 482480100   29,882,729 42,777 SH   SOLE   42,777 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   33,860,673 354,043 SH   SOLE   354,043 0 0
MARVELL TECHNOLOGY INC COM 573874104   34,689,593 489,413 SH   SOLE   489,413 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   21,974,943 683,513 SH   SOLE   683,513 0 0
MONOLITHIC PWR SYS INC COM 609839105   37,322,455 55,095 SH   SOLE   55,095 0 0
NVIDIA CORPORATION SPONSORED ADS 67066G104   53,246,791 58,930 SH   SOLE   58,930 0 0
ON SEMICONDUCTOR CORP COM 682189105   38,446,130 522,721 SH   SOLE   522,721 0 0
PURE STORAGE INC CL A 74624M102   23,220,710 446,638 SH   SOLE   446,638 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   17,672,785 481,023 SH   SOLE   481,023 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   37,388,244 864,668 SH   SOLE   864,668 0 0
SUPER MICRO COMPUTER INC COM 86800U104   27,808,146 27,532 SH   SOLE   27,532 0 0
SYNOPSYS INC COM 871607107   39,412,926 68,964 SH   SOLE   68,964 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   42,151,827 309,826 SH   SOLE   309,826 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   21,967,685 656,732 SH   SOLE   656,732 0 0