<?xml version="1.0" ?>
<proxyVoteTable xmlns="http://www.sec.gov/edgar/document/npxproxy/informationtable">
	<proxyTable>
		<issuerName>Astera Labs, Inc.</issuerName>
		<cusip>894077106</cusip>
		<meetingDate>08/05/2024</meetingDate>
		<voteDescription>Approve Share Consolidation / Amend Articles</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>2200</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>2200</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Astera Labs, Inc.</issuerName>
		<cusip>01610L107</cusip>
		<meetingDate>08/08/2024</meetingDate>
		<voteDescription>Election of Directors, Audit-related, &amp; Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>265726</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>265726</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>KLA Corporation</issuerName>
		<cusip>482480100</cusip>
		<meetingDate>11/06/2024</meetingDate>
		<voteDescription>Election of Directors, Audit-related, &amp; Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>21491</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>21491</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Fabrinet</issuerName>
		<cusip>G3323L100</cusip>
		<meetingDate>12/12/2024</meetingDate>
		<voteDescription>Election of Directors, Audit-related, &amp; Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>72194</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>72194</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Applied Materials, Inc.</issuerName>
		<cusip>038222105</cusip>
		<meetingDate>03/06/2025</meetingDate>
		<voteDescription>Election of Directors, Audit-related, &amp; Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>120580</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>120580</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Macom Technology Solutions Holdings, Inc.</issuerName>
		<cusip>55405Y100</cusip>
		<meetingDate>03/06/2025</meetingDate>
		<voteDescription>Election of Directors, Audit-related, &amp; Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>211449</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>211449</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Ciena Corporation</issuerName>
		<cusip>171779309</cusip>
		<meetingDate>03/27/2025</meetingDate>
		<voteDescription>Election of Directors, Audit-related</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>162956</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>162956</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Synopsys, Inc. </issuerName>
		<cusip>871607107</cusip>
		<meetingDate>04/10/2025</meetingDate>
		<voteDescription>Election of Directors, Audit-related, &amp; Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>34902</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>34902</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Broadcom Inc</issuerName>
		<cusip>11135F101</cusip>
		<meetingDate>04/21/2025</meetingDate>
		<voteDescription>Election of Directors, Ratification of Accounting Firm, &amp; Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>159167</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>159167</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Rambus Inc</issuerName>
		<cusip>750917106</cusip>
		<meetingDate>04/24/2025</meetingDate>
		<voteDescription>Election of Directors, Ratification of Accounting Firm, &amp; Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>212888</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>212888</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Arrow Electronics, Inc.</issuerName>
		<cusip>42735100</cusip>
		<meetingDate>05/06/2025</meetingDate>
		<voteDescription>Election of Directors, Ratification of Accounting Firm, voting provisions, &amp; Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>10621</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>10621</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Advanced Micro Devices, Inc.</issuerName>
		<cusip>007903107</cusip>
		<meetingDate>05/14/2025</meetingDate>
		<voteDescription>Election of Directors, Ratification of Accounting Firm, voting provisions, &amp; Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>207059</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>207059</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Amphenol Corporation</issuerName>
		<cusip>032095101</cusip>
		<meetingDate>05/15/2025</meetingDate>
		<voteDescription>Election of Directors, Audit-related, &amp; Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>974963</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>974963</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>On Semiconductor</issuerName>
		<cusip>682189105</cusip>
		<meetingDate>05/15/2025</meetingDate>
		<voteDescription>Election of Directors, Ratification of Accounting Firm, &amp; Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>283621</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>283621</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Axon Enterprise, Inc.</issuerName>
		<cusip>05464C101</cusip>
		<meetingDate>05/28/2025</meetingDate>
		<voteDescription>Election of Directors, Audit-related, &amp; Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>30037</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>30037</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>STMicroelectronics N.V.</issuerName>
		<cusip>861012102</cusip>
		<meetingDate>05/28/2025</meetingDate>
		<voteDescription>Remuneration Report, Adoptions of dividend/Annual Accounts, Appointment of Supervisory Board, Re-appointment &amp; Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>922058</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>922058</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Taiwan Semiconductor MFG. Co. LTD.</issuerName>
		<cusip>874039100</cusip>
		<meetingDate>06/03/2025</meetingDate>
		<voteDescription>Acceptance of 2024 Business Report &amp; Financial Statements, Revise Articles of Incorporation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>191488</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>191488</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Astera Labs, Inc.</issuerName>
		<cusip>04626A103</cusip>
		<meetingDate>06/05/2025</meetingDate>
		<voteDescription>Election of Directors, Audit-related</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>239332</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>239332</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Sensata Technologies Holding PLC</issuerName>
		<cusip>G8060N102</cusip>
		<meetingDate>06/10/2025</meetingDate>
		<voteDescription>Election of Directors, Audit-related, &amp; Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>878604</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>878604</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Marvell Technology, Inc.</issuerName>
		<cusip>573874104</cusip>
		<meetingDate>06/13/2025</meetingDate>
		<voteDescription>Election of Directors, Audit-related, &amp; Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>248049</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>248049</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>Nvidia Corporation</issuerName>
		<cusip>67066G104</cusip>
		<meetingDate>06/25/2025</meetingDate>
		<voteDescription>Election of Directors, Ratification of Accounting Firm, voting provisions, &amp; Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<sharesVoted>314233</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>314233</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
</proxyVoteTable>
