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

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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
AKOUSTIS TECHNOLOGIES INC COM 00973N102 7,423 2,499,243 SH   SOLE   2,499,243 0 0
BLOOM ENERGY CORP COM CL A 093712107 26,347 1,318,005 SH   SOLE   1,318,005 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 8,600 781,853 SH   SOLE   781,853 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 8,390 1,146,146 SH   SOLE   1,146,146 0 0
LAM RESEARCH CORP COM 512807108 6,811 18,610 SH   SOLE   18,610 0 0
TERADYNE INC COM 880770102 5,267 70,080 SH   SOLE   70,080 0 0
WESTERN DIGITAL CORP. COM 958102105 4,982 153,060 SH   SOLE   153,060 0 0