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 MICRO DEVICES INC COM 007903107   30,809,574 209,006 SH   SOLE   209,006 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   12,354,004 408,127 SH   SOLE   408,127 0 0
APPLIED MATLS INC COM 038222105   29,087,027 179,472 SH   SOLE   179,472 0 0
ARISTA NETWORKS INC COM 040413106   12,526,306 53,188 SH   SOLE   53,188 0 0
BROADCOM INC COM 11135F101   25,671,518 22,998 SH   SOLE   22,998 0 0
CALIX INC COM 13100M509   12,125,548 277,536 SH   SOLE   277,536 0 0
CHARTER COMMUNICATIONS INC N COM 16119P108   3,282,403 8,445 SH   SOLE   8,445 0 0
CIENA CORP COM NEW 171779309   18,240,122 405,246 SH   SOLE   405,246 0 0
FABRINET SHS G3323L100   24,174,004 127,011 SH   SOLE   127,011 0 0
HARMONIC INC COM 413160102   9,488,126 727,617 SH   SOLE   727,617 0 0
KLA CORP COM NEW 482480100   20,982,605 36,096 SH   SOLE   36,096 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   26,382,463 283,835 SH   SOLE   283,835 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   7,164,170 79,443 SH   SOLE   79,443 0 0
MONOLITHIC PWR SYS INC COM 609839105   21,883,651 34,693 SH   SOLE   34,693 0 0
NVIDIA CORPORATION SPONSORED ADS 67066G104   30,144,537 60,871 SH   SOLE   60,871 0 0
ON SEMICONDUCTOR CORP COM 682189105   25,889,121 309,938 SH   SOLE   309,938 0 0
PURE STORAGE INC CL A 74624M102   10,846,560 304,166 SH   SOLE   304,166 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   7,842,625 208,747 SH   SOLE   208,747 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   25,644,753 511,565 SH   SOLE   511,565 0 0
SUPER MICRO COMPUTER INC COM 86800U104   19,582,387 68,889 SH   SOLE   68,889 0 0
SYNOPSYS INC COM 871607107   20,546,969 39,904 SH   SOLE   39,904 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   24,172,096 232,424 SH   SOLE   232,424 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   13,643,478 447,034 SH   SOLE   447,034 0 0