The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 27,012,665 | 262,718 | SH | SOLE | 262,718 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | BBG001S5NMM7 | 36,952,443 | 266,901 | SH | SOLE | 266,901 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | BBG001T51KQ0 | 36,819,107 | 200,180 | SH | SOLE | 200,180 | 0 | 0 | ||
| AURORA INNOVATION INC | CLASS A COM | 051774107 | BBG00Z92Y6Y0 | 216,910 | 92,302 | SH | SOLE | 92,302 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | BBG001S65YK1 | 31,436,031 | 134,170 | SH | SOLE | 134,170 | 0 | 0 | ||
| COHERENT CORP | COM | 19247G107 | BBG001S5S6N6 | 1,157,153 | 35,452 | SH | SOLE | 35,452 | 0 | 0 | ||
| FABRINET | SHS | G3323L100 | BBG001SP57F4 | 309,580 | 1,858 | SH | SOLE | 1,858 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | BBG001SM1DK6 | 13,400,854 | 406,456 | SH | SOLE | 406,456 | 0 | 0 | ||
| GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | BBG001SV0YS3 | 4,607,135 | 79,174 | SH | SOLE | 79,174 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | BBG001S5SF65 | 31,295,447 | 880,322 | SH | SOLE | 880,322 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | BBG001S5SLM4 | 20,641,993 | 45,005 | SH | SOLE | 45,005 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | BBG001S5SW40 | 41,632,570 | 66,424 | SH | SOLE | 66,424 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | BBG00ZXBJ162 | 19,242,132 | 355,480 | SH | SOLE | 355,480 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG001S6P675 | 10,313,552 | 151,603 | SH | SOLE | 151,603 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | BBG001SDRGP6 | 6,312,306 | 13,663 | SH | SOLE | 13,663 | 0 | 0 | ||
| ONTO INNOVATION INC | COM | 683344105 | BBG001S5THX0 | 2,088,523 | 16,378 | SH | SOLE | 16,378 | 0 | 0 | ||
| RAMBUS INC DEL | COM | 750917106 | BBG001S7RF80 | 3,503,054 | 62,790 | SH | SOLE | 62,790 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | BBG001S5VTR8 | 22,826,873 | 49,735 | SH | SOLE | 49,735 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | BBG00L2B8LM7 | 7,584,410 | 203,882 | SH | SOLE | 203,882 | 0 | 0 | ||