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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 ENERGY INDS COM 007973100   79,506,592 467,301 SH   SOLE   467,301 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   34,308,628 1,174,953 SH   SOLE   1,174,953 0 0
AMPHENOL CORP NEW CL A 032095101   100,224,630 809,896 SH   SOLE   809,896 0 0
APPLIED MATLS INC COM 038222105   64,509,070 315,078 SH   SOLE   315,078 0 0
ARROW ELECTRS INC COM 042735100   41,377,039 341,959 SH   SOLE   341,959 0 0
BROADCOM INC COM 11135F101   100,080,838 303,358 SH   SOLE   303,358 0 0
CAMTEK LTD ORD M20791105   63,477,408 604,259 SH   SOLE   604,259 0 0
CIENA CORP COM NEW 171779309   104,553,331 717,741 SH   SOLE   717,741 0 0
CORNING INC COM 219350105   112,256,168 1,368,477 SH   SOLE   1,368,477 0 0
CS DISCO INC COM 126327105   1,136,463 26,496 SH   SOLE   26,496 0 0
FABRINET SHS G3323L100   101,703,821 278,931 SH   SOLE   278,931 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   61,449,415 2,502,012 SH   SOLE   2,502,012 0 0
KLA CORP COM NEW 482480100   95,192,922 88,256 SH   SOLE   88,256 0 0
LUMENTUM HLDGS INC COM 55024U109   111,571,874 685,710 SH   SOLE   685,710 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   85,247,515 684,774 SH   SOLE   684,774 0 0
MARVELL TECHNOLOGY INC COM 573874104   64,368,700 765,656 SH   SOLE   765,656 0 0
MONOLITHIC PWR SYS INC COM 609839105   71,433,378 77,591 SH   SOLE   77,591 0 0
NVIDIA CORPORATION COM 67066G104   140,699,978 754,100 SH   SOLE   754,100 0 0
ON SEMICONDUCTOR CORP COM 682189105   69,423,697 1,407,903 SH   SOLE   1,407,903 0 0
RAMBUS INC DEL COM 750917106   65,785,941 631,343 SH   SOLE   631,343 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   36,679,430 1,200,636 SH   SOLE   1,200,636 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   78,589,732 2,780,953 SH   SOLE   2,780,953 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   113,215,229 405,368 SH   SOLE   405,368 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   66,892,105 925,202 SH   SOLE   925,202 0 0