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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   96,369,966 679,140 SH   SOLE   679,140 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   46,894,662 1,371,590 SH   SOLE   1,371,590 0 0
AMPHENOL CORP NEW CL A 032095101   93,107,524 942,861 SH   SOLE   942,861 0 0
ANSYS INC COM 03662Q105   54,792,427 156,006 SH   SOLE   156,006 0 0
ARROW ELECTRS INC COM 042735100   46,431,924 364,372 SH   SOLE   364,372 0 0
AXON ENTERPRISE INC COM 05464C101   57,507,884 69,459 SH   SOLE   69,459 0 0
BROADCOM INC COM 11135F101   103,945,685 377,093 SH   SOLE   377,093 0 0
CAMTEK LTD ORD M20791105   52,320,908 618,743 SH   SOLE   618,743 0 0
CELESTICA INC COM 15101Q207   58,609,470 375,437 SH   SOLE   375,437 0 0
CIENA CORP COM NEW 171779309   73,114,125 898,981 SH   SOLE   898,981 0 0
CORNING INC COM 219350105   69,902,050 1,329,189 SH   SOLE   1,329,189 0 0
FABRINET SHS G3323L100   94,832,150 321,814 SH   SOLE   321,814 0 0
KLA CORP COM NEW 482480100   80,767,084 90,168 SH   SOLE   90,168 0 0
LUMENTUM HLDGS INC COM 55024U109   86,327,313 908,135 SH   SOLE   908,135 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   92,245,087 643,765 SH   SOLE   643,765 0 0
MARVELL TECHNOLOGY INC COM 573874104   73,301,980 947,054 SH   SOLE   947,054 0 0
NVIDIA CORPORATION COM 67066G104   130,410,160 825,433 SH   SOLE   825,433 0 0
ON SEMICONDUCTOR CORP COM 682189105   77,356,217 1,475,982 SH   SOLE   1,475,982 0 0
RAMBUS INC DEL COM 750917106   52,951,070 827,102 SH   SOLE   827,102 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   31,929,788 1,060,438 SH   SOLE   1,060,438 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   66,366,875 2,182,403 SH   SOLE   2,182,403 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   130,844,858 577,707 SH   SOLE   577,707 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   35,700,806 823,548 SH   SOLE   823,548 0 0