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
ANALOG DEVICES INC COM 032654105 8,976 64,417 SH   SOLE N/A 64,417 0 0
APPLE INC COM 037833100 1,644 11,894 SH   SOLE N/A 11,894 0 0
BILL COM HLDGS INC COM 090043100 2,762 20,866 SH   SOLE N/A 20,866 0 0
DATADOG INC CL A COM 23804L103 2,218 24,985 SH   SOLE N/A 24,985 0 0
MARVELL TECHNOLOGY INC COM 573874104 1,956 45,585 SH   SOLE N/A 45,585 0 0
MSCI INC COM 55354G100 2,351 5,575 SH   SOLE N/A 5,575 0 0
NORTONLIFELOCK INC COM 668771108 12,683 629,731 SH   SOLE N/A 629,731 0 0
ON SEMICONDUCTOR CORP COM 682189105 5,599 89,825 SH   SOLE N/A 89,825 0 0
PALO ALTO NETWORKS INC COM 697435105 7,567 46,199 SH   SOLE N/A 46,199 0 0
S&P GLOBAL INC COM 78409V104 6,043 19,790 SH   SOLE N/A 19,790 0 0
T-MOBILE US INC COM 872590104 6,170 45,987 SH   SOLE N/A 45,987 0 0