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 5,371 70,233 SH   SOLE N/A 70,233 0 0
ANALOG DEVICES INC COM 032654105 5,160 35,323 SH   SOLE N/A 35,323 0 0
MARVELL TECHNOLOGY GROUP LTD COM STK 573874104 154 3,531 SH   SOLE N/A 3,531 0 0
NORTONLIFELOCK INC COM 668771108 9,122 415,400 SH   SOLE N/A 415,400 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,789 55,427 SH   SOLE N/A 55,427 0 0
PALO ALTO NETWORKS INC COM 697435105 3,645 7,380 SH   SOLE N/A 7,380 0 0
PEGASYSTEMS INC COM 705573103 3,210 67,101 SH   SOLE N/A 67,101 0 0
S&P GLOBAL INC COM 78409V104 6,145 18,232 SH   SOLE N/A 18,232 0 0
SCHLUMBERGER LTD COM STK 806857108 1,622 45,344 SH   SOLE N/A 45,344 0 0
TENABLE HLDGS INC COM 88025T102 2,902 63,908 SH   SOLE N/A 63,908 0 0
T-MOBILE US INC COM 872590104 5,162 38,369 SH   SOLE N/A 38,369 0 0
WESTERN DIGITAL CORP. COM 958102105 1,092 24,366 SH   SOLE N/A 24,366 0 0