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 | 53,298,002 | 361,563 | SH | SOLE | 361,563 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | BBG001S5NMM7 | 41,673,059 | 257,130 | SH | SOLE | 257,130 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | BBG001T51KQ0 | 46,375,687 | 196,916 | SH | SOLE | 196,916 | 0 | 0 | ||
| AURORA INNOVATION INC | CLASS A COM | 051774107 | BBG00Z92Y6Y0 | 403,360 | 92,302 | SH | SOLE | 92,302 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | BBG001S65YK1 | 35,180,943 | 129,166 | SH | SOLE | 129,166 | 0 | 0 | ||
| CAMTEK LTD | ORD | M20791105 | BBG001SBFT84 | 751,316 | 10,829 | SH | SOLE | 10,829 | 0 | 0 | ||
| COHERENT CORP | COM | 19247G107 | BBG001S5S6N6 | 3,377,014 | 77,579 | SH | SOLE | 77,579 | 0 | 0 | ||
| FABRINET | SHS | G3323L100 | BBG001SP57F4 | 509,894 | 2,679 | SH | SOLE | 2,679 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | BBG001S5SF65 | 40,679,385 | 809,540 | SH | SOLE | 809,540 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | BBG001S5SLM4 | 26,350,910 | 45,331 | SH | SOLE | 45,331 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | BBG001S5SW40 | 46,659,581 | 59,571 | SH | SOLE | 59,571 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | BBG00ZXBJ162 | 23,354,505 | 387,241 | SH | SOLE | 387,241 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG001S6P675 | 10,966,275 | 128,501 | SH | SOLE | 128,501 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | BBG001SDRGP6 | 8,970,953 | 14,222 | SH | SOLE | 14,222 | 0 | 0 | ||
| ONTO INNOVATION INC | COM | 683344105 | BBG001S5THX0 | 4,099,708 | 26,813 | SH | SOLE | 26,813 | 0 | 0 | ||
| SUPER MICRO COMPUTER INC | COM | 86800U104 | BBG001SQGH95 | 14,977,659 | 52,690 | SH | SOLE | 52,690 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | BBG001S5VTR8 | 25,267,664 | 49,072 | SH | SOLE | 49,072 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | BBG001S5WMZ3 | 2,981,370 | 27,473 | SH | SOLE | 27,473 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | BBG00L2B8LM7 | 9,792,452 | 203,882 | SH | SOLE | 203,882 | 0 | 0 | ||