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   53,974,649 446,847 SH   SOLE   446,847 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   43,751,435 2,001,438 SH   SOLE   2,001,438 0 0
AMPHENOL CORP NEW CL A 032095101   90,702,464 1,306,011 SH   SOLE   1,306,011 0 0
APPLIED MATLS INC COM 038222105   59,327,912 364,803 SH   SOLE   364,803 0 0
ARISTA NETWORKS INC COM SHS 040413205   66,572,661 602,304 SH   SOLE   602,304 0 0
ARROW ELECTRS INC COM 042735100   46,561,323 411,610 SH   SOLE   411,610 0 0
ASTERA LABS INC COM 04626A103   70,272,407 530,558 SH   SOLE   530,558 0 0
AXON ENTERPRISE INC COM 05464C101   57,271,647 96,365 SH   SOLE   96,365 0 0
BROADCOM INC COM 11135F101   96,776,044 417,426 SH   SOLE   417,426 0 0
CIENA CORP COM NEW 171779309   53,667,938 632,802 SH   SOLE   632,802 0 0
FABRINET SHS G3323L100   69,627,641 316,662 SH   SOLE   316,662 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   50,297,686 1,172,167 SH   SOLE   1,172,167 0 0
KLA CORP COM NEW 482480100   64,913,702 103,018 SH   SOLE   103,018 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   60,065,318 462,361 SH   SOLE   462,361 0 0
MARVELL TECHNOLOGY INC COM 573874104   81,244,038 735,573 SH   SOLE   735,573 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   53,198,051 115,090 SH   SOLE   115,090 0 0
NVIDIA CORPORATION COM 67066G104   105,149,204 783,001 SH   SOLE   783,001 0 0
ON SEMICONDUCTOR CORP COM 682189105   70,400,432 1,116,581 SH   SOLE   1,116,581 0 0
RAMBUS INC DEL COM 750917106   43,624,724 825,288 SH   SOLE   825,288 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   37,077,844 1,353,206 SH   SOLE   1,353,206 0 0
SYNOPSYS INC COM 871607107   79,991,696 164,809 SH   SOLE   164,809 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   100,100,374 506,863 SH   SOLE   506,863 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   40,870,043 793,439 SH   SOLE   793,439 0 0