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
Estimated average burden
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 ENERGY INDS COM 007973100   97,134,908 463,939 SH   SOLE   463,939 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   49,860,099 1,890,072 SH   SOLE   1,890,072 0 0
AMPHENOL CORP NEW CL A 032095101   98,389,893 728,059 SH   SOLE   728,059 0 0
APPLIED MATLS INC COM 038222105   103,937,550 404,442 SH   SOLE   404,442 0 0
ASTERA LABS INC COM 04626A103   51,407,403 309,013 SH   SOLE   309,013 0 0
BROADCOM INC COM 11135F101   90,295,413 260,894 SH   SOLE   260,894 0 0
CAMTEK LTD ORD M20791105   73,773,653 693,720 SH   SOLE   693,720 0 0
CIENA CORP COM NEW 171779309   100,280,416 428,787 SH   SOLE   428,787 0 0
FABRINET SHS G3323L100   78,899,113 173,298 SH   SOLE   173,298 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   65,255,735 2,716,725 SH   SOLE   2,716,725 0 0
KLA CORP COM NEW 482480100   87,058,052 71,648 SH   SOLE   71,648 0 0
LUMENTUM HLDGS INC COM 55024U109   123,090,262 333,949 SH   SOLE   333,949 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   103,824,626 606,169 SH   SOLE   606,169 0 0
MICRON TECHNOLOGY INC COM 595112103   102,656,269 359,680 SH   SOLE   359,680 0 0
MONOLITHIC PWR SYS INC COM 609839105   64,100,498 70,723 SH   SOLE   70,723 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   71,100,110 185,485 SH   SOLE   185,485 0 0
NOKIA CORP SPONSORED ADR 654902204   104,244,025 16,111,905 SH   SOLE   16,111,905 0 0
NVIDIA CORPORATION COM 67066G104   136,694,989 732,949 SH   SOLE   732,949 0 0
ON SEMICONDUCTOR CORP COM 682189105   58,768,778 1,085,296 SH   SOLE   1,085,296 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   42,774,254 1,284,898 SH   SOLE   1,284,898 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   119,744,208 394,038 SH   SOLE   394,038 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   67,016,711 294,566 SH   SOLE   294,566 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   95,282,807 811,470 SH   SOLE   811,470 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   46,913,562 401,726 SH   SOLE   401,726 0 0