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 16,360 208,406 SH   SOLE N/A 208,406 0 0
ANALOG DEVICES INC COM 032654105 16,475 106,237 SH   SOLE N/A 106,237 0 0
BILL COM HLDGS INC COM 090043100 16,249 111,676 SH   SOLE N/A 111,676 0 0
BROOKS AUTOMATION INC NEW COM 114340102 12,693 155,461 SH   SOLE N/A 155,461 0 0
DRAFTKINGS INC COM CL A 26142R104 6,762 110,248 SH   SOLE N/A 110,248 0 0
IAC INTERACTIVECORP NEW COM 44891N109 15,906 73,534 SH   SOLE N/A 73,534 0 0
LAM RESEARCH CORP COM 512807108 6,177 10,378 SH   SOLE N/A 10,378 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 21,596 440,910 SH   SOLE N/A 440,910 0 0
MICRON TECHNOLOGY INC COM 595112103 13,630 154,521 SH   SOLE N/A 154,521 0 0
MOODYS CORP COM 615369105 11,750 39,350 SH   SOLE N/A 39,350 0 0
NORTONLIFELOCK INC COM 668771108 23,237 1,093,001 SH   SOLE N/A 1,093,001 0 0
NVIDIA CORPORATION COM 67066G104 13,086 24,508 SH   SOLE N/A 24,508 0 0
PEGASYSTEMS INC COM 705573103 15,710 137,396 SH   SOLE N/A 137,396 0 0
POWER INTEGRATIONS INC COM 739276103 11,510 141,257 SH   SOLE N/A 141,257 0 0
S&P GLOBAL INC COM 78409V104 15,510 43,954 SH   SOLE N/A 43,954 0 0
TWILIO INC CL A 90138F102 408 1,196 SH   SOLE N/A 1,196 0 0
ZILLOW GROUP INC CL A 98954M101 9,147 69,624 SH   SOLE N/A 69,624 0 0