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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   6,097,294 22,850 SH   SOLE   22,850 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,966,466 45,800 SH   SOLE   45,800 0 0
AIRBNB INC COM CL A 009066101   7,045,628 82,405 SH   SOLE   82,405 0 0
AMAZON COM INC COM 023135106   10,545,360 125,540 SH   SOLE   125,540 0 0
AMBARELLA INC SHS G037AX101   2,639,583 32,100 SH   SOLE   32,100 0 0
ANALOG DEVICES INC COM 032654105   11,347,595 69,180 SH   SOLE   69,180 0 0
APPLIED MATLS INC COM 038222105   2,707,164 27,800 SH   SOLE   27,800 0 0
ARROW ELECTRS INC COM 042735100   9,471,951 90,580 SH   SOLE   90,580 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   8,214,031 15,033 SH   SOLE   15,033 0 0
BROADCOM INC COM 11135F101   13,798,769 24,679 SH   SOLE   24,679 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   10,987,776 68,400 SH   SOLE   68,400 0 0
CIENA CORP COM NEW 171779309   3,950,950 77,500 SH   SOLE   77,500 0 0
CIRRUS LOGIC INC COM 172755100   5,451,936 73,200 SH   SOLE   73,200 0 0
CISCO SYS INC COM 17275R102   3,987,468 83,700 SH   SOLE   83,700 0 0
COHERENT CORP COM 19247G107   5,289,570 150,700 SH   SOLE   150,700 0 0
DISNEY WALT CO COM 254687106   3,717,161 42,785 SH   SOLE   42,785 0 0
EXTREME NETWORKS COM 30226D106   4,615,951 252,100 SH   SOLE   252,100 0 0
FLEX LTD ORD Y2573F102   5,354,077 249,491 SH   SOLE   249,491 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   3,454,349 64,100 SH   SOLE   64,100 0 0
JABIL INC COM 466313103   2,284,700 33,500 SH   SOLE   33,500 0 0
JUNIPER NETWORKS INC COM 48203R104   4,426,460 138,500 SH   SOLE   138,500 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   7,516,024 115,845 SH   SOLE   115,845 0 0
MATCH GROUP INC NEW COM 57667L107   8,380,773 201,995 SH   SOLE   201,995 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   4,116,650 58,600 SH   SOLE   58,600 0 0
MICROSOFT CORP COM 594918104   5,195,700 21,665 SH   SOLE   21,665 0 0
MONOLITHIC PWR SYS INC COM 609839105   3,320,398 9,390 SH   SOLE   9,390 0 0
NATIONAL INSTRS CORP COM 636518102   6,310,380 171,013 SH   SOLE   171,013 0 0
NETFLIX INC COM 64110L106   8,374,592 28,400 SH   SOLE   28,400 0 0
PALO ALTO NETWORKS INC COM 697435105   4,902,040 35,130 SH   SOLE   35,130 0 0
PURE STORAGE INC CL A 74624M102   3,703,263 138,388 SH   SOLE   138,388 0 0
SEMTECH CORP COM 816850101   3,775,604 131,600 SH   SOLE   131,600 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   3,936,242 97,480 SH   SOLE   97,480 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   9,438,790 103,575 SH   SOLE   103,575 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   6,802,650 89,180 SH   SOLE   89,180 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   6,057,749 170,305 SH   SOLE   170,305 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   9,538,308 91,600 SH   SOLE   91,600 0 0
TD SYNNEX CORPORATION COM 87162W100   5,616,303 59,300 SH   SOLE   59,300 0 0
TERADYNE INC COM 880770102   7,590,715 86,900 SH   SOLE   86,900 0 0
UBER TECHNOLOGIES INC COM 90353T100   8,005,076 323,699 SH   SOLE   323,699 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   3,079,140 28,500 SH   SOLE   28,500 0 0
VIAVI SOLUTIONS INC COM 925550105   7,106,557 676,171 SH   SOLE   676,171 0 0
VISA INC COM CL A 92826C839   7,105,392 34,200 SH   SOLE   34,200 0 0