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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANALOG DEVICES ORD COM 032654105 6,886 46,612 SH   SOLE   46,612 0 0
APPLIED MATERIAL ORD COM 038222105 9,821 113,798 SH   SOLE   113,798 0 0
ADVANCED MICRO DEVICES ORD COM 007903107 7,970 86,900 SH   SOLE   86,900 0 0
AMKOR TECHNOLOGY ORD COM 031652100 5,804 384,900 SH   SOLE   384,900 0 0
BROADCOM ORD COM 11135F101 10,530 24,050 SH   SOLE   24,050 0 0
CIENA ORD COM NEW 171779309 5,104 96,567 SH   SOLE   96,567 0 0
DIODES ORD COM 254543101 4,884 69,283 SH   SOLE   69,283 0 0
FABRINET ORD SHS G3323L100 4,612 59,436 SH   SOLE   59,436 0 0
INFINERA ORD COM 45667G103 5,345 510,031 SH   SOLE   510,031 0 0
KEYSIGHT TECHNOLOGIES ORD COM 49338L103 5,294 40,082 SH   SOLE   40,082 0 0
KLA ORD COM NEW 482480100 7,046 27,215 SH   SOLE   27,215 0 0
LUMENTUM HOLDINGS ORD COM 55024U109 9,064 95,615 SH   SOLE   95,615 0 0
MICROCHIP TECHNOLOGY ORD COM 595017104 10,455 75,700 SH   SOLE   75,700 0 0
MARVELL TECHNOLOGY GROUP ORD ORD G5876H105 10,407 218,900 SH   SOLE   218,900 0 0
MACOM TECHNOLOGY SOLUTIONS ORD COM 55405Y100 9,022 163,913 SH   SOLE   163,913 0 0
MICRON TECHNOLOGY ORD COM 595112103 11,565 153,835 SH   SOLE   153,835 0 0
NVIDIA ORD COM 67066G104 9,021 17,275 SH   SOLE   17,275 0 0
NXP SEMICONDUCTORS ORD COM N6596X109 5,231 32,900 SH   SOLE   32,900 0 0
ON SEMICONDUCTOR ORD COM 682189105 5,313 162,334 SH   SOLE   162,334 0 0
QUALCOMM ORD COM 747525103 8,226 54,000 SH   SOLE   54,000 0 0
STMICROELECTRONICS ADR NY REGISTRY 861012102 4,707 126,800 SH   SOLE   126,800 0 0
VIAVI SOLUTIONS ORD COM 925550105 4,054 270,700 SH   SOLE   270,700 0 0
VICOR ORD COM 925815102 5,402 58,573 SH   SOLE   58,573 0 0