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   11,931,356 24,400 SH   SOLE   24,400 0 0
AMAZON COM INC COM 023135106   15,342,272 117,800 SH   SOLE   117,800 0 0
AMKOR TECHNOLOGY INC COM 031652100   4,563,650 153,400 SH   SOLE   153,400 0 0
AMPHENOL CORP NEW CL A 032095101   9,055,670 106,600 SH   SOLE   106,600 0 0
ARROW ELECTRS INC COM 042735100   7,373,480 51,480 SH   SOLE   51,480 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   5,363,150 7,400 SH   SOLE   7,400 0 0
AVNET INC COM 053807103   5,796,705 114,900 SH   SOLE   114,900 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   13,886,633 59,213 SH   SOLE   59,213 0 0
CHEWY INC CL A 16679L109   11,687,067 296,100 SH   SOLE   296,100 0 0
CIENA CORP COM NEW 171779309   12,862,105 302,709 SH   SOLE   302,709 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   5,801,365 39,500 SH   SOLE   39,500 0 0
DISNEY WALT CO COM 254687106   16,039,420 179,653 SH   SOLE   179,653 0 0
DOORDASH INC CL A 25809K105   7,817,766 102,300 SH   SOLE   102,300 0 0
EXTREME NETWORKS COM 30226D106   8,331,103 319,812 SH   SOLE   319,812 0 0
FLEX LTD ORD Y2573F102   6,791,148 245,700 SH   SOLE   245,700 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   9,783,870 151,500 SH   SOLE   151,500 0 0
IMPINJ INC COM 453204109   6,526,520 72,800 SH   SOLE   72,800 0 0
INTEL CORP COM 458140100   9,617,344 287,600 SH   SOLE   287,600 0 0
JABIL INC COM 466313103   7,220,517 66,900 SH   SOLE   66,900 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   16,862,215 100,700 SH   SOLE   100,700 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   9,851,498 102,545 SH   SOLE   102,545 0 0
LOGITECH INTL S A SHS H50430232   5,619,240 94,600 SH   SOLE   94,600 0 0
LUMENTUM HLDGS INC COM 55024U109   6,728,178 118,600 SH   SOLE   118,600 0 0
MATCH GROUP INC NEW COM 57667L107   12,445,981 297,395 SH   SOLE   297,395 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   8,851,492 98,800 SH   SOLE   98,800 0 0
MICROSOFT CORP COM 594918104   11,680,522 34,300 SH   SOLE   34,300 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   5,152,122 134,100 SH   SOLE   134,100 0 0
NUTANIX INC CL A 67059N108   5,580,323 198,942 SH   SOLE   198,942 0 0
NVIDIA CORPORATION COM 67066G104   13,774,377 32,562 SH   SOLE   32,562 0 0
NXP SEMICONDUCTORS N V COM N6596X109   10,991,316 53,700 SH   SOLE   53,700 0 0
OKTA INC CL A 679295105   7,767,200 112,000 SH   SOLE   112,000 0 0
PURE STORAGE INC CL A 74624M102   6,498,730 176,500 SH   SOLE   176,500 0 0
QORVO INC COM 74736K101   11,488,578 112,600 SH   SOLE   112,600 0 0
QUALCOMM INC COM 747525103   8,439,936 70,900 SH   SOLE   70,900 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   11,228,739 249,583 SH   SOLE   249,583 0 0
SERVICENOW INC COM 81762P102   12,307,143 21,900 SH   SOLE   21,900 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   3,111,538 43,300 SH   SOLE   43,300 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   15,240,711 169,266 SH   SOLE   169,266 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   5,855,779 117,139 SH   SOLE   117,139 0 0
T-MOBILE US INC COM 872590104   16,779,120 120,800 SH   SOLE   120,800 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   14,365,906 97,621 SH   SOLE   97,621 0 0
TERADYNE INC COM 880770102   3,406,698 30,600 SH   SOLE   30,600 0 0
UBER TECHNOLOGIES INC COM 90353T100   10,183,630 235,896 SH   SOLE   235,896 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   9,354,037 64,900 SH   SOLE   64,900 0 0
VIAVI SOLUTIONS INC COM 925550105   6,466,031 570,700 SH   SOLE   570,700 0 0
VISA INC COM CL A 92826C839   13,678,848 57,600 SH   SOLE   57,600 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   6,767,746 259,400 SH   SOLE   259,400 0 0
WESTERN DIGITAL CORP. COM 958102105   3,580,592 94,400 SH   SOLE   94,400 0 0
ZILLOW GROUP INC CL A 98954M101   12,565,680 255,400 SH   SOLE   255,400 0 0