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
ADVANCED MICRO DEVICES INC COM 007903107 20,777 221,200 SH   SOLE   221,200 0 0
AIRBNB INC COM CL A 009066101 13,584 88,700 SH   SOLE   88,700 0 0
AMAZON COM INC COM 023135106 21,742 6,320 SH   SOLE   6,320 0 0
AMPHENOL CORP NEW CL A 032095101 22,362 326,889 SH   SOLE   326,889 0 0
APPLIED MATLS INC COM 038222105 5,952 41,800 SH   SOLE   41,800 0 0
ARROW ELECTRS INC COM 042735100 5,307 46,621 SH   SOLE   46,621 0 0
AT&T INC COM 00206R102 16,937 588,500 SH   SOLE   588,500 0 0
CHEWY INC CL A 16679L109 10,474 131,400 SH   SOLE   131,400 0 0
CIRRUS LOGIC INC COM 172755100 6,733 79,100 SH   SOLE   79,100 0 0
COMMSCOPE HLDG CO INC COM 20337X109 16,515 775,000 SH   SOLE   775,000 0 0
DATADOG INC CL A COM 23804L103 15,081 144,900 SH   SOLE   144,900 0 0
ELASTIC N V ORD SHS N14506104 11,646 79,900 SH   SOLE   79,900 0 0
ELECTRONIC ARTS INC COM 285512109 17,475 121,500 SH   SOLE   121,500 0 0
FACEBOOK INC CL A 30303M102 17,107 49,200 SH   SOLE   49,200 0 0
FLEX LTD ORD Y2573F102 10,192 570,316 SH   SOLE   570,316 0 0
GLOBAL PMTS INC COM 37940X102 13,897 74,100 SH   SOLE   74,100 0 0
HUBSPOT INC COM 443573100 15,617 26,800 SH   SOLE   26,800 0 0
JABIL INC COM 466313103 10,776 185,418 SH   SOLE   185,418 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 7,171 111,900 SH   SOLE   111,900 0 0
MATCH GROUP INC NEW COM 57667L107 6,966 43,200 SH   SOLE   43,200 0 0
MAXLINEAR INC COM 57776J100 9,376 220,667 SH   SOLE   220,667 0 0
MICRON TECHNOLOGY INC COM 595112103 9,645 113,500 SH   SOLE   113,500 0 0
NATIONAL INSTRS CORP COM 636518102 8,033 190,000 SH   SOLE   190,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,665 32,400 SH   SOLE   32,400 0 0
OKTA INC CL A 679295105 13,800 56,400 SH   SOLE   56,400 0 0
SEMTECH CORP COM 816850101 5,772 83,900 SH   SOLE   83,900 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 17,061 294,300 SH   SOLE   294,300 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 15,167 79,100 SH   SOLE   79,100 0 0
SNOWFLAKE INC CL A 833445109 14,798 61,200 SH   SOLE   61,200 0 0
SPLUNK INC COM 848637104 6,723 46,500 SH   SOLE   46,500 0 0
SYNAPTICS INC COM 87157D109 8,012 51,500 SH   SOLE   51,500 0 0
SYNOPSYS INC COM 871607107 10,452 37,900 SH   SOLE   37,900 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,072 45,600 SH   SOLE   45,600 0 0
TERADYNE INC COM 880770102 13,476 100,600 SH   SOLE   100,600 0 0
TEXAS INSTRS INC COM 882508104 5,057 26,300 SH   SOLE   26,300 0 0
TWILIO INC CL A 90138F102 18,746 47,560 SH   SOLE   47,560 0 0
UBER TECHNOLOGIES INC COM 90353T100 12,846 256,300 SH   SOLE   256,300 0 0
VIAVI SOLUTIONS INC COM 925550105 6,128 347,000 SH   SOLE   347,000 0 0
VISA INC COM CL A 92826C839 16,952 72,500 SH   SOLE   72,500 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 7,992 354,400 SH   SOLE   354,400 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 7,147 198,300 SH   SOLE   198,300 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 9,250 23,900 SH   SOLE   23,900 0 0