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
ADVANCED MICRO DEVICES INC COM 007903107 8,197 129,380 SH   SOLE   129,380 0 0
APPLIED MATLS INC COM 038222105 7,042 85,948 SH   SOLE   85,948 0 0
ASML HOLDING N V NY REGISTRY SHS N07059210 7,438 17,503 SH   SOLE   17,503 0 0
BROADCOM INC COM 11135F101 15,154 34,130 SH   SOLE   34,130 0 0
CALIX INC COM 13100M509 10,516 172,000 SH   SOLE   172,000 0 0
CIENA CORP COM NEW 171779309 6,581 162,767 SH   SOLE   162,767 0 0
FABRINET SHS G3323L100 6,115 64,065 SH   SOLE   64,065 0 0
KLA CORP COM NEW 482480100 14,031 46,365 SH   SOLE   46,365 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 12,621 243,703 SH   SOLE   243,703 0 0
MARVELL TECHNOLOGY INC COM 573874104 9,502 221,438 SH   SOLE   221,438 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 14,814 242,730 SH   SOLE   242,730 0 0
MONOLITHIC PWR SYS INC COM 609839105 9,459 26,030 SH   SOLE   26,030 0 0
NVIDIA CORPORATION COM 67066G104 9,586 78,970 SH   SOLE   78,970 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,396 23,021 SH   SOLE   23,021 0 0
ON SEMICONDUCTOR CORP COM 682189105 15,712 252,084 SH   SOLE   252,084 0 0
SEMTECH CORP COM 816850101 4,351 147,949 SH   SOLE   147,949 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 13,453 434,800 SH   SOLE   434,800 0 0
SYNOPSYS INC COM 871607107 10,387 34,000 SH   SOLE   34,000 0 0