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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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   85,839,272 523,155 SH   SOLE   523,155 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   39,830,138 1,709,448 SH   SOLE   1,709,448 0 0
AMPHENOL CORP NEW CL A 032095101   83,054,760 1,274,628 SH   SOLE   1,274,628 0 0
APPLIED MATLS INC COM 038222105   63,149,717 312,545 SH   SOLE   312,545 0 0
ARISTA NETWORKS INC COM 040413106   51,489,837 134,151 SH   SOLE   134,151 0 0
ARROW ELECTRS INC COM 042735100   52,909,244 398,323 SH   SOLE   398,323 0 0
ASTERA LABS INC COM 04626A103   47,485,091 906,377 SH   SOLE   906,377 0 0
AXON ENTERPRISE INC COM 05464C101   36,785,977 92,057 SH   SOLE   92,057 0 0
BROADCOM INC COM 11135F101   75,674,198 438,691 SH   SOLE   438,691 0 0
CELESTICA INC COM 15101Q207   61,560,033 1,204,226 SH   SOLE   1,204,226 0 0
CIENA CORP COM NEW 171779309   46,564,011 756,032 SH   SOLE   756,032 0 0
FABRINET SHS G3323L100   60,523,675 255,979 SH   SOLE   255,979 0 0
KLA CORP COM NEW 482480100   61,786,302 79,785 SH   SOLE   79,785 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   59,448,443 534,320 SH   SOLE   534,320 0 0
MARVELL TECHNOLOGY INC COM 573874104   89,145,801 1,236,076 SH   SOLE   1,236,076 0 0
MONOLITHIC PWR SYS INC COM 609839105   96,000,080 103,840 SH   SOLE   103,840 0 0
NVIDIA CORPORATION SPONSORED ADS 67066G104   93,736,014 771,871 SH   SOLE   771,871 0 0
ON SEMICONDUCTOR CORP COM 682189105   77,528,747 1,067,742 SH   SOLE   1,067,742 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   46,833,232 1,306,002 SH   SOLE   1,306,002 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   43,037,059 1,447,597 SH   SOLE   1,447,597 0 0
SYNOPSYS INC COM 871607107   73,963,830 146,061 SH   SOLE   146,061 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   85,693,641 493,428 SH   SOLE   493,428 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   38,954,864 880,137 SH   SOLE   880,137 0 0