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
ALPHABET INC CAP STK CL A 02079K305 26,749 15,262 SH   SOLE   15,262 0 0
AMKOR TECHNOLOGY INC COM 031652100 4,011 266,000 SH   SOLE   266,000 0 0
AMPHENOL CORP NEW CL A 032095101 4,995 38,200 SH   SOLE   38,200 0 0
APPLE INC COM 037833100 9,580 72,200 SH   SOLE   72,200 0 0
APPLIED MATLS INC COM 038222105 21,437 248,400 SH   SOLE   248,400 0 0
ARISTA NETWORKS INC COM 040413106 23,229 79,942 SH   SOLE   79,942 0 0
ARROW ELECTRS INC COM 042735100 14,292 146,889 SH   SOLE   146,889 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 18,566 38,066 SH   SOLE   38,066 0 0
BROADCOM INC COM 11135F101 7,006 16,000 SH   SOLE   16,000 0 0
CIRRUS LOGIC INC COM 172755100 9,461 115,100 SH   SOLE   115,100 0 0
COUPA SOFTWARE INC COM 22266L106 21,826 64,400 SH   SOLE   64,400 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 16,670 78,700 SH   SOLE   78,700 0 0
ELASTIC N V ORD SHS N14506104 16,419 112,358 SH   SOLE   112,358 0 0
EPAM SYS INC COM 29414B104 12,972 36,200 SH   SOLE   36,200 0 0
FLEX LTD ORD Y2573F102 10,810 601,216 SH   SOLE   601,216 0 0
JABIL INC COM 466313103 6,039 142,000 SH   SOLE   142,000 0 0
LUMENTUM HLDGS INC COM 55024U109 8,481 89,464 SH   SOLE   89,464 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 6,831 143,691 SH   SOLE   143,691 0 0
MASTERCARD INCORPORATED CL A 57636Q104 27,806 77,900 SH   SOLE   77,900 0 0
MAXLINEAR INC COM 57776J100 6,290 164,700 SH   SOLE   164,700 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 14,679 106,361 SH   SOLE   106,361 0 0
MICRON TECHNOLOGY INC COM 595112103 4,045 53,800 SH   SOLE   53,800 0 0
NXP SEMICONDUCTORS N V COM N6596X109 8,269 52,000 SH   SOLE   52,000 0 0
OKTA INC CL A 679295105 20,315 79,900 SH   SOLE   79,900 0 0
PALO ALTO NETWORKS INC COM 697435105 17,423 49,026 SH   SOLE   49,026 0 0
QORVO INC COM 74736K101 6,800 40,899 SH   SOLE   40,899 0 0
RINGCENTRAL INC CL A 76680R206 21,731 57,343 SH   SOLE   57,343 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 12,556 202,000 SH   SOLE   202,000 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 11,802 223,778 SH   SOLE   223,778 0 0
SERVICENOW INC COM 81762P102 24,743 44,952 SH   SOLE   44,952 0 0
SNOWFLAKE INC CL A 833445109 15,449 54,900 SH   SOLE   54,900 0 0
SYNAPTICS INC COM 87157D109 3,591 37,246 SH   SOLE   37,246 0 0
THE TRADE DESK INC COM CL A 88339J105 22,839 28,513 SH   SOLE   28,513 0 0
TWILIO INC CL A 90138F102 20,790 61,419 SH   SOLE   61,419 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 3,447 15,000 SH   SOLE   15,000 0 0
VIAVI SOLUTIONS INC COM 925550105 4,218 281,700 SH   SOLE   281,700 0 0