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
111 INC ADS 68247Q102 3,168 650,414 SH   SOLE N/A 650,414 0 0
ADVANCED MICRO DEVICES INC COM 007903107 12,338 425,589 SH   SOLE N/A 425,589 0 0
ANALOG DEVICES INC COM 032654105 24,712 221,172 SH   SOLE N/A 221,172 0 0
APTIV PLC SHS G6095L109 11,334 129,649 SH   SOLE N/A 129,649 0 0
IHS MARKIT LTD SHS G47567105 860 12,852 SH   SOLE N/A 12,852 0 0
MICRON TECHNOLOGY INC COM 595112103 8,150 190,196 SH   SOLE N/A 190,196 0 0
MICROSOFT CORP COM 594918104 10,675 76,780 SH   SOLE N/A 76,780 0 0
MOODYS CORP COM 615369105 5,295 25,849 SH   SOLE N/A 25,849 0 0
MSCI INC COM 55354G100 5,323 24,445 SH   SOLE N/A 24,445 0 0
NXP SEMICONDUCTORS N V COM N6596X109 32,478 297,639 SH   SOLE N/A 297,639 0 0
PEGASYSTEMS INC COM 705573103 18,736 275,325 SH   SOLE N/A 275,325 0 0
S&P GLOBAL INC COM 78409V104 15,141 61,804 SH   SOLE N/A 61,804 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 2,564 137,176 SH   SOLE N/A 137,176 0 0
SERVICENOW INC COM 81762P102 6,818 26,859 SH   SOLE N/A 26,859 0 0
SILICON LABORATORIES INC COM 826919102 14,629 131,383 SH   SOLE N/A 131,383 0 0
TRADEWEB MKTS INC CL A 892672106 5,596 151,324 SH   SOLE N/A 151,324 0 0
TWILIO INC CL A 90138F102 3,896 35,430 SH   SOLE N/A 35,430 0 0