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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   6,200,869 60,308 SH   SOLE N/A 60,308 0 0
ANALOG DEVICES INC COM 032654105   6,469,400 36,949 SH   SOLE N/A 36,949 0 0
APPLE INC COM 037833100   3,088,971 18,042 SH   SOLE N/A 18,042 0 0
APTIV PLC SHS G6095L109   1,903,280 19,305 SH   SOLE N/A 19,305 0 0
BILL HOLDINGS INC COM 090043100   3,074,485 28,318 SH   SOLE N/A 28,318 0 0
DATADOG INC CL A COM 23804L103   354,158 3,888 SH   SOLE N/A 3,888 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,920,911 35,487 SH   SOLE N/A 35,487 0 0
MICRON TECHNOLOGY INC COM 595112103   6,252,365 91,906 SH   SOLE N/A 91,906 0 0
MOODYS CORP COM 615369105   3,674,528 11,622 SH   SOLE N/A 11,622 0 0
MSCI INC COM 55354G100   5,710,580 11,130 SH   SOLE N/A 11,130 0 0
NVIDIA CORPORATION COM 67066G104   7,091,207 16,302 SH   SOLE N/A 16,302 0 0
ON SEMICONDUCTOR CORP COM 682189105   5,799,151 62,390 SH   SOLE N/A 62,390 0 0
PALO ALTO NETWORKS INC COM 697435105   3,530,901 15,061 SH   SOLE N/A 15,061 0 0
S&P GLOBAL INC COM 78409V104   8,322,578 22,776 SH   SOLE N/A 22,776 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   4,777,331 34,029 SH   SOLE N/A 34,029 0 0
TESLA INC COM 88160R101   2,290,514 9,154 SH   SOLE N/A 9,154 0 0