ADVANCED MICRO DEVICES INC COM 007903107 8197 129380 SH SOLE 129380 0 0 APPLIED MATLS INC COM 038222105 7042 85948 SH SOLE 85948 0 0 ASML HOLDING N V NY REGISTRY SHS N07059210 7438 17503 SH SOLE 17503 0 0 BROADCOM INC COM 11135F101 15154 34130 SH SOLE 34130 0 0 CALIX INC COM 13100M509 10516 172000 SH SOLE 172000 0 0 CIENA CORP COM NEW 171779309 6581 162767 SH SOLE 162767 0 0 FABRINET SHS G3323L100 6115 64065 SH SOLE 64065 0 0 KLA CORP COM NEW 482480100 14031 46365 SH SOLE 46365 0 0 MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 12621 243703 SH SOLE 243703 0 0 MARVELL TECHNOLOGY INC COM 573874104 9502 221438 SH SOLE 221438 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 14814 242730 SH SOLE 242730 0 0 MONOLITHIC PWR SYS INC COM 609839105 9459 26030 SH SOLE 26030 0 0 NVIDIA CORPORATION COM 67066G104 9586 78970 SH SOLE 78970 0 0 NXP SEMICONDUCTORS N V COM N6596X109 3396 23021 SH SOLE 23021 0 0 ON SEMICONDUCTOR CORP COM 682189105 15712 252084 SH SOLE 252084 0 0 SEMTECH CORP COM 816850101 4351 147949 SH SOLE 147949 0 0 STMICROELECTRONICS N V NY REGISTRY 861012102 13453 434800 SH SOLE 434800 0 0 SYNOPSYS INC COM 871607107 10387 34000 SH SOLE 34000 0 0