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
ALPHABET INC CAP STK CL A 02079K305   45,559,502 516,372 SH   SOLE   516,372 0 0
AMAZON COM INC COM 023135106   7,546,644 89,841 SH   SOLE   89,841 0 0
APPLIED MATLS INC COM 038222105   11,899,252 122,194 SH   SOLE   122,194 0 0
ARISTA NETWORKS INC COM 040413106   11,856,502 97,705 SH   SOLE   97,705 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   14,524,405 26,582 SH   SOLE   26,582 0 0
AURORA INNOVATION INC CLASS A COM 051774107   70,503 58,267 SH   SOLE   58,267 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   11,473,069 71,421 SH   SOLE   71,421 0 0
DIGITAL RLTY TR INC COM 253868103   305,422 3,046 SH   SOLE   3,046 0 0
EQUINIX INC COM 29444U700   1,034,292 1,579 SH   SOLE   1,579 0 0
GENERAL MTRS CO COM 37045V100   2,943,803 87,509 SH   SOLE   87,509 0 0
GITLAB INC CLASS A COM 37637K108   1,210,385 26,637 SH   SOLE   26,637 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   1,835,817 34,066 SH   SOLE   34,066 0 0
INTEL CORP COM 458140100   10,607,390 401,339 SH   SOLE   401,339 0 0
JUNIPER NETWORKS INC COM 48203R104   1,149,090 35,954 SH   SOLE   35,954 0 0
KLA CORP COM NEW 482480100   10,839,990 28,751 SH   SOLE   28,751 0 0
LAM RESEARCH CORP COM 512807108   5,505,510 13,099 SH   SOLE   13,099 0 0
MICRON TECHNOLOGY INC COM 595112103   11,623,499 232,563 SH   SOLE   232,563 0 0
MICROSOFT CORP COM 594918104   13,999,253 58,374 SH   SOLE   58,374 0 0
NVIDIA CORPORATION COM 67066G104   13,629,601 93,264 SH   SOLE   93,264 0 0
ONTO INNOVATION INC COM 683344105   398,190 5,848 SH   SOLE   5,848 0 0
RAMBUS INC DEL COM 750917106   1,532,738 42,790 SH   SOLE   42,790 0 0
SYNOPSYS INC COM 871607107   10,432,801 32,675 SH   SOLE   32,675 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   29,932,466 401,832 SH   SOLE   401,832 0 0
WESTERN DIGITAL CORP. COM 958102105   700,946 22,217 SH   SOLE   22,217 0 0