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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   3,225,093 49,793 SH   SOLE   49,793 0 0
ANALOG DEVICES INC COM 032654105   4,229,514 25,785 SH   SOLE   25,785 0 0
APPLIED MATLS INC COM 038222105   1,785,268 18,333 SH   SOLE   18,333 0 0
BROADCOM INC COM 11135F101   4,781,680 8,552 SH   SOLE   8,552 0 0
CIENA CORP COM NEW 171779309   3,596,996 70,557 SH   SOLE   70,557 0 0
COMCAST CORP NEW CL A 20030N101   2,481,506 70,961 SH   SOLE   70,961 0 0
DELL TECHNOLOGIES INC CL C 24703L202   8,051,441 200,185 SH   SOLE   200,185 0 0
FOX CORP CL A COM 35137L105   2,468,291 81,274 SH   SOLE   81,274 0 0
INTUIT COM 461202103   1,030,265 2,647 SH   SOLE   2,647 0 0
ISHARES TR EXPANDED TECH 464287515   4,464,838 17,451 SH   SOLE   17,451 0 0
JABIL INC COM 466313103   3,925,933 57,565 SH   SOLE   57,565 0 0
JUNIPER NETWORKS INC COM 48203R104   4,599,715 143,921 SH   SOLE   143,921 0 0
KLA CORP COM NEW 482480100   5,577,028 14,792 SH   SOLE   14,792 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,944,822 52,506 SH   SOLE   52,506 0 0
MICROSOFT CORP COM 594918104   2,921,008 12,180 SH   SOLE   12,180 0 0
NETFLIX INC COM 64110L106   3,989,726 13,530 SH   SOLE   13,530 0 0
ORACLE CORP COM 68389X105   1,755,040 21,471 SH   SOLE   21,471 0 0
PALO ALTO NETWORKS INC COM 697435105   4,610,123 33,038 SH   SOLE   33,038 0 0
PURE STORAGE INC CL A 74624M102   2,132,933 79,706 SH   SOLE   79,706 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   5,467,891 60,001 SH   SOLE   60,001 0 0
SNOWFLAKE INC CL A 833445109   492,486 3,431 SH   SOLE   3,431 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   3,188,815 89,649 SH   SOLE   89,649 0 0
T-MOBILE US INC COM 872590104   4,035,360 28,824 SH   SOLE   28,824 0 0
TENABLE HLDGS INC COM 88025T102   1,320,257 34,607 SH   SOLE   34,607 0 0
VISA INC COM CL A 92826C839   5,051,477 24,314 SH   SOLE   24,314 0 0
WORKDAY INC CL A 98138H101   3,969,904 23,725 SH   SOLE   23,725 0 0