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   104,768,124 324,651 SH   SOLE   324,651 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   106,468,592 927,023 SH   SOLE   927,023 0 0
AMPHENOL CORP CL A 032095101   98,673,664 780,955 SH   SOLE   780,955 0 0
APPLIED MATLS INC COM 038222105   95,357,359 278,994 SH   SOLE   278,994 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   104,589,546 691,364 SH   SOLE   691,364 0 0
ASTERA LABS INC COM 04626A103   55,271,390 504,301 SH   SOLE   504,301 0 0
BROADCOM INC COM 11135F101   109,585,420 354,061 SH   SOLE   354,061 0 0
CIENA CORP COM NEW 171779309   96,052,761 247,412 SH   SOLE   247,412 0 0
FABRINET SHS G3323L100   89,437,029 171,493 SH   SOLE   171,493 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   86,553,326 3,635,167 SH   SOLE   3,635,167 0 0
LITTELFUSE INC COM 537008104   52,258,882 153,997 SH   SOLE   153,997 0 0
LUMENTUM HLDGS INC COM 55024U109   110,816,819 157,688 SH   SOLE   157,688 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   96,899,356 436,346 SH   SOLE   436,346 0 0
MARVELL TECHNOLOGY INC COM 573874104   37,783,118 381,455 SH   SOLE   381,455 0 0
MICRON TECHNOLOGY INC COM 595112103   48,652,338 144,010 SH   SOLE   144,010 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   96,388,209 222,108 SH   SOLE   222,108 0 0
NOKIA CORP SPONSORED ADR 654902204   84,377,919 10,494,766 SH   SOLE   10,494,766 0 0
NVIDIA CORPORATION COM 67066G104   130,821,800 750,125 SH   SOLE   750,125 0 0
SANDISK CORP COM 80004C200   21,189,860 33,352 SH   SOLE   33,352 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   51,722,895 1,468,566 SH   SOLE   1,468,566 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   60,496,013 538,748 SH   SOLE   538,748 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   80,639,873 2,334,005 SH   SOLE   2,334,005 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   102,359,986 302,885 SH   SOLE   302,885 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   81,251,101 463,022 SH   SOLE   463,022 0 0
VIAVI SOLUTIONS INC COM 925550105   91,933,271 2,762,418 SH   SOLE   2,762,418 0 0