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
ADOBE SYSTEMS INCORPORATED COM 00724F101   4,894,199 12,700 SH   SOLE   12,700 0 0
AMAZON COM INC COM 023135106   12,012,627 116,300 SH   SOLE   116,300 0 0
ANALOG DEVICES INC COM 032654105   11,040,376 55,980 SH   SOLE   55,980 0 0
ARROW ELECTRS INC COM 042735100   9,612,493 76,980 SH   SOLE   76,980 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   17,034,087 25,024 SH   SOLE   25,024 0 0
BROADCOM INC COM 11135F101   10,136,332 15,800 SH   SOLE   15,800 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   13,154,365 62,613 SH   SOLE   62,613 0 0
CHEWY INC CL A 16679L109   5,509,812 147,400 SH   SOLE   147,400 0 0
CIENA CORP COM NEW 171779309   8,235,609 156,809 SH   SOLE   156,809 0 0
COHERENT CORP COM 19247G107   8,240,398 216,397 SH   SOLE   216,397 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   3,472,678 25,300 SH   SOLE   25,300 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   2,826,418 19,100 SH   SOLE   19,100 0 0
DELL TECHNOLOGIES INC CL C 24703L202   5,223,279 129,900 SH   SOLE   129,900 0 0
DISNEY WALT CO COM 254687106   14,133,650 141,153 SH   SOLE   141,153 0 0
EXTREME NETWORKS COM 30226D106   4,737,821 247,794 SH   SOLE   247,794 0 0
F5 INC COM 315616102   7,721,570 53,000 SH   SOLE   53,000 0 0
FLEX LTD ORD Y2573F102   4,321,071 187,791 SH   SOLE   187,791 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   8,842,050 122,500 SH   SOLE   122,500 0 0
HP INC COM 40434L105   3,921,160 133,600 SH   SOLE   133,600 0 0
INTEL CORP COM 458140100   13,303,224 407,200 SH   SOLE   407,200 0 0
JABIL INC COM 466313103   3,323,632 37,700 SH   SOLE   37,700 0 0
KLA CORP COM NEW 482480100   3,552,613 8,900 SH   SOLE   8,900 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   12,123,248 126,945 SH   SOLE   126,945 0 0
LOGITECH INTL S A SHS H50430232   6,723,348 115,800 SH   SOLE   115,800 0 0
MATCH GROUP INC NEW COM 57667L107   8,983,068 233,995 SH   SOLE   233,995 0 0
MAXLINEAR INC COM 57776J100   2,010,491 57,100 SH   SOLE   57,100 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   6,727,534 80,300 SH   SOLE   80,300 0 0
MICROSOFT CORP COM 594918104   7,178,670 24,900 SH   SOLE   24,900 0 0
MONGODB INC CL A 60937P106   4,336,032 18,600 SH   SOLE   18,600 0 0
NATIONAL INSTRS CORP COM 636518102   4,261,614 81,313 SH   SOLE   81,313 0 0
NETFLIX INC COM 64110L106   7,289,628 21,100 SH   SOLE   21,100 0 0
NUTANIX INC CL A 67059N108   2,979,546 114,642 SH   SOLE   114,642 0 0
NVIDIA CORPORATION COM 67066G104   14,332,099 51,597 SH   SOLE   51,597 0 0
NXP SEMICONDUCTORS N V COM N6596X109   13,556,733 72,700 SH   SOLE   72,700 0 0
OKTA INC CL A 679295105   5,458,992 63,300 SH   SOLE   63,300 0 0
ORACLE CORP COM 68389X105   4,172,108 44,900 SH   SOLE   44,900 0 0
PALO ALTO NETWORKS INC COM 697435105   4,294,410 21,500 SH   SOLE   21,500 0 0
PURE STORAGE INC CL A 74624M102   2,181,896 85,531 SH   SOLE   85,531 0 0
QUALCOMM INC COM 747525103   7,208,270 56,500 SH   SOLE   56,500 0 0
SEMTECH CORP COM 816850101   1,070,271 44,336 SH   SOLE   44,336 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   5,491,346 109,783 SH   SOLE   109,783 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   3,072,888 46,900 SH   SOLE   46,900 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   5,478,991 46,440 SH   SOLE   46,440 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   9,379,193 103,466 SH   SOLE   103,466 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   8,410,714 157,239 SH   SOLE   157,239 0 0
T-MOBILE US INC COM 872590104   9,110,436 62,900 SH   SOLE   62,900 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   9,820,895 82,321 SH   SOLE   82,321 0 0
TD SYNNEX CORPORATION COM 87162W100   2,225,589 22,994 SH   SOLE   22,994 0 0
TEXAS INSTRS INC COM 882508104   3,627,195 19,500 SH   SOLE   19,500 0 0
UBER TECHNOLOGIES INC COM 90353T100   8,774,433 276,796 SH   SOLE   276,796 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   7,539,318 48,600 SH   SOLE   48,600 0 0
VIAVI SOLUTIONS INC COM 925550105   4,259,461 393,302 SH   SOLE   393,302 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   5,269,123 157,900 SH   SOLE   157,900 0 0
ZILLOW GROUP INC CL A 98954M101   6,506,930 148,900 SH   SOLE   148,900 0 0
ZSCALER INC COM 98980G102   4,416,174 37,800 SH   SOLE   37,800 0 0