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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   5,080,818 78,444 SH   SOLE N/A 78,444 0 0
ANALOG DEVICES INC COM 032654105   10,820,403 65,966 SH   SOLE N/A 65,966 0 0
BILL COM HLDGS INC COM 090043100   738,313 6,776 SH   SOLE N/A 6,776 0 0
GEN DIGITAL INC COM 668771108   13,650,396 636,976 SH   SOLE N/A 636,976 0 0
MARVELL TECHNOLOGY INC COM 573874104   4,070,918 109,906 SH   SOLE N/A 109,906 0 0
MICRON TECHNOLOGY INC COM 595112103   2,137,595 42,769 SH   SOLE N/A 42,769 0 0
MSCI INC COM 55354G100   8,834,043 18,991 SH   SOLE N/A 18,991 0 0
NVIDIA CORPORATION COM 67066G104   2,168,425 14,838 SH   SOLE N/A 14,838 0 0
ON SEMICONDUCTOR CORP COM 682189105   5,956,335 95,500 SH   SOLE N/A 95,500 0 0
PALO ALTO NETWORKS INC COM 697435105   2,070,215 14,836 SH   SOLE N/A 14,836 0 0
S&P GLOBAL INC COM 78409V104   11,269,726 33,647 SH   SOLE N/A 33,647 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   1,234,629 13,548 SH   SOLE N/A 13,548 0 0
T-MOBILE US INC COM 872590104   5,716,060 40,829 SH   SOLE N/A 40,829 0 0