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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 21,575 78,100 SH   SOLE   78,100 0 0
ADVANCED MICRO DEVICES INC COM 007903107 3,988 50,800 SH   SOLE   50,800 0 0
AIRBNB INC COM CL A 009066101 14,547 77,400 SH   SOLE   77,400 0 0
ALTERYX INC COM CL A 02156B103 13,116 158,100 SH   SOLE   158,100 0 0
AMKOR TECHNOLOGY INC COM 031652100 4,254 179,400 SH   SOLE   179,400 0 0
AMPHENOL CORP NEW CL A 032095101 15,411 233,600 SH   SOLE   233,600 0 0
APPLIED MATLS INC COM 038222105 22,681 169,769 SH   SOLE   169,769 0 0
ARROW ELECTRS INC COM 042735100 14,694 132,589 SH   SOLE   132,589 0 0
AT&T INC COM 00206R102 20,747 685,400 SH   SOLE   685,400 0 0
BILL COM HLDGS INC COM 090043100 10,476 72,000 SH   SOLE   72,000 0 0
CIRRUS LOGIC INC COM 172755100 12,481 147,200 SH   SOLE   147,200 0 0
CITRIX SYS INC COM 177376100 9,180 65,400 SH   SOLE   65,400 0 0
COGNEX CORP COM 192422103 6,224 75,000 SH   SOLE   75,000 0 0
DISNEY WALT CO COM 254687106 17,585 95,300 SH   SOLE   95,300 0 0
EPAM SYS INC COM 29414B104 16,582 41,800 SH   SOLE   41,800 0 0
EXPEDIA GROUP INC COM NEW 30212P303 12,548 72,900 SH   SOLE   72,900 0 0
FLEX LTD ORD Y2573F102 8,778 479,416 SH   SOLE   479,416 0 0
II-VI INC COM 902104108 6,591 96,400 SH   SOLE   96,400 0 0
INTEL CORP COM 458140100 8,094 126,461 SH   SOLE   126,461 0 0
JABIL INC COM 466313103 22,842 437,918 SH   SOLE   437,918 0 0
MATCH GROUP INC NEW COM 57667L107 5,976 43,500 SH   SOLE   43,500 0 0
MAXLINEAR INC COM 57776J100 6,285 184,429 SH   SOLE   184,429 0 0
MICRON TECHNOLOGY INC COM 595112103 5,407 61,300 SH   SOLE   61,300 0 0
NVIDIA CORPORATION COM 67066G104 19,168 35,900 SH   SOLE   35,900 0 0
NXP SEMICONDUCTORS N V COM N6596X109 4,289 21,300 SH   SOLE   21,300 0 0
PAYCOM SOFTWARE INC COM 70432V102 14,950 40,400 SH   SOLE   40,400 0 0
ROKU INC COM CL A 77543R102 15,308 46,989 SH   SOLE   46,989 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 4,608 60,042 SH   SOLE   60,042 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 3,867 66,728 SH   SOLE   66,728 0 0
SNAP INC CL A 83304A106 14,764 282,345 SH   SOLE   282,345 0 0
SNOWFLAKE INC CL A 833445109 21,644 94,400 SH   SOLE   94,400 0 0
SYNAPTICS INC COM 87157D109 9,994 73,800 SH   SOLE   73,800 0 0
SYNOPSYS INC COM 871607107 5,005 20,200 SH   SOLE   20,200 0 0
TERADYNE INC COM 880770102 4,766 39,171 SH   SOLE   39,171 0 0
TEXAS INSTRS INC COM 882508104 21,469 113,600 SH   SOLE   113,600 0 0
THE TRADE DESK INC COM CL A 88339J105 11,494 17,638 SH   SOLE   17,638 0 0
TWILIO INC CL A 90138F102 16,731 49,100 SH   SOLE   49,100 0 0
UBER TECHNOLOGIES INC COM 90353T100 22,027 404,100 SH   SOLE   404,100 0 0
VISA INC COM CL A 92826C839 8,914 42,100 SH   SOLE   42,100 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 3,545 147,200 SH   SOLE   147,200 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 12,434 38,700 SH   SOLE   38,700 0 0