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
ADOBE SYSTEMS INCORPORATED COM 00724F101 4,101 8,628 SH   SOLE   8,628 0 0
ALPHABET INC CAP STK CL A 02079K305 7,887 3,824 SH   SOLE   3,824 0 0
ANAPLAN INC COM 03272L108 3,125 58,038 SH   SOLE   58,038 0 0
APPLIED MATLS INC COM 038222105 13,706 102,588 SH   SOLE   102,588 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 10,290 16,667 SH   SOLE   16,667 0 0
BOOKING HOLDINGS INC COM 09857L108 2,512 1,078 SH   SOLE   1,078 0 0
BROADCOM INC COM 11135F101 4,773 10,294 SH   SOLE   10,294 0 0
CISCO SYS INC COM 17275R102 5,293 102,354 SH   SOLE   102,354 0 0
COMCAST CORP NEW CL A 20030N101 4,568 84,412 SH   SOLE   84,412 0 0
CORNING INC COM 219350105 5,776 132,745 SH   SOLE   132,745 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,360 7,452 SH   SOLE   7,452 0 0
DELL TECHNOLOGIES INC CL C 24703L202 2,766 31,373 SH   SOLE   31,373 0 0
DISNEY WALT CO COM 254687106 2,931 15,882 SH   SOLE   15,882 0 0
DOCUSIGN INC COM 256163106 1,508 7,451 SH   SOLE   7,451 0 0
DXC TECHNOLOGY CO COM 23355L106 2,964 94,807 SH   SOLE   94,807 0 0
FACEBOOK INC CL A 30303M102 2,974 10,098 SH   SOLE   10,098 0 0
FISERV INC COM 337738108 2,537 21,313 SH   SOLE   21,313 0 0
FORTINET INC COM 34959E109 2,296 12,450 SH   SOLE   12,450 0 0
HP INC COM 40434L105 1,631 51,373 SH   SOLE   51,373 0 0
HUBSPOT INC COM 443573100 5,015 11,041 SH   SOLE   11,041 0 0
INTUIT COM 461202103 5,671 14,804 SH   SOLE   14,804 0 0
MASTERCARD INCORPORATED CL A 57636Q104 13,007 36,530 SH   SOLE   36,530 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 6,528 42,058 SH   SOLE   42,058 0 0
MICRON TECHNOLOGY INC COM 595112103 5,820 65,979 SH   SOLE   65,979 0 0
MICROSOFT CORP COM 594918104 7,530 31,940 SH   SOLE   31,940 0 0
NETFLIX INC COM 64110L106 2,250 4,314 SH   SOLE   4,314 0 0
NXP SEMICONDUCTORS N V COM N6596X109 7,570 37,597 SH   SOLE   37,597 0 0
PAYPAL HLDGS INC COM 70450Y103 4,619 19,019 SH   SOLE   19,019 0 0
QORVO INC COM 74736K101 5,141 28,137 SH   SOLE   28,137 0 0
SERVICENOW INC COM 81762P102 5,151 10,300 SH   SOLE   10,300 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,847 40,981 SH   SOLE   40,981 0 0
TWILIO INC CL A 90138F102 4,660 13,674 SH   SOLE   13,674 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,901 71,569 SH   SOLE   71,569 0 0