The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 | 5,155 | 1,546 | SH | SOLE | 1,546 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 6,221 | 35,392 | SH | SOLE | 35,392 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 1,942 | 12,343 | SH | SOLE | 12,343 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 9,808 | 174,620 | SH | SOLE | 174,620 | 0 | 0 | ||
| JABIL INC | COM | 466313103 | 3,409 | 48,460 | SH | SOLE | 48,460 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 7,210 | 16,764 | SH | SOLE | 16,764 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 2,067 | 23,627 | SH | SOLE | 23,627 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 7,468 | 20,784 | SH | SOLE | 20,784 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 3,619 | 38,850 | SH | SOLE | 38,850 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 7,496 | 22,289 | SH | SOLE | 22,289 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 2,901 | 9,864 | SH | SOLE | 9,864 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 5,816 | 25,533 | SH | SOLE | 25,533 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 3,166 | 5,686 | SH | SOLE | 5,686 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 2,937 | 16,058 | SH | SOLE | 16,058 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 4,933 | 19,411 | SH | SOLE | 19,411 | 0 | 0 | ||