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 11,328 78,718 SH   SOLE N/A 78,718 0 0
ALPHABET INC CAP STK CL C 02079K107 7,523 2,600 SH   SOLE N/A 2,600 0 0
ANALOG DEVICES INC COM 032654105 12,676 72,116 SH   SOLE N/A 72,116 0 0
APPLE INC COM 037833100 10,595 59,669 SH   SOLE N/A 59,669 0 0
BAIDU INC SPON ADR REP A 056752108 1,652 11,102 SH   SOLE N/A 11,102 0 0
BILL COM HLDGS INC COM 090043100 11,580 46,479 SH   SOLE N/A 46,479 0 0
CONFLUENT INC CLASS A COM 20717M103 6,298 82,606 SH   SOLE N/A 82,606 0 0
MARVELL TECHNOLOGY INC COM 573874104 13,889 158,751 SH   SOLE N/A 158,751 0 0
MICRON TECHNOLOGY INC COM 595112103 13,042 140,016 SH   SOLE N/A 140,016 0 0
MICROSOFT CORP COM 594918104 10,769 32,019 SH   SOLE N/A 32,019 0 0
MOODYS CORP COM 615369105 6,061 15,517 SH   SOLE N/A 15,517 0 0
NORTONLIFELOCK INC COM 668771108 15,473 595,556 SH   SOLE N/A 595,556 0 0
NVIDIA CORPORATION COM 67066G104 10,784 36,666 SH   SOLE N/A 36,666 0 0
S&P GLOBAL INC COM 78409V104 10,383 22,002 SH   SOLE N/A 22,002 0 0
SNOWFLAKE INC CL A 833445109 9,219 27,215 SH   SOLE N/A 27,215 0 0