The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 26,749 | 15,262 | SH | SOLE | 15,262 | 0 | 0 | ||
AMKOR TECHNOLOGY INC | COM | 031652100 | 4,011 | 266,000 | SH | SOLE | 266,000 | 0 | 0 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 4,995 | 38,200 | SH | SOLE | 38,200 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 9,580 | 72,200 | SH | SOLE | 72,200 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 21,437 | 248,400 | SH | SOLE | 248,400 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 23,229 | 79,942 | SH | SOLE | 79,942 | 0 | 0 | ||
ARROW ELECTRS INC | COM | 042735100 | 14,292 | 146,889 | SH | SOLE | 146,889 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 18,566 | 38,066 | SH | SOLE | 38,066 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 7,006 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
CIRRUS LOGIC INC | COM | 172755100 | 9,461 | 115,100 | SH | SOLE | 115,100 | 0 | 0 | ||
COUPA SOFTWARE INC | COM | 22266L106 | 21,826 | 64,400 | SH | SOLE | 64,400 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 16,670 | 78,700 | SH | SOLE | 78,700 | 0 | 0 | ||
ELASTIC N V | ORD SHS | N14506104 | 16,419 | 112,358 | SH | SOLE | 112,358 | 0 | 0 | ||
EPAM SYS INC | COM | 29414B104 | 12,972 | 36,200 | SH | SOLE | 36,200 | 0 | 0 | ||
FLEX LTD | ORD | Y2573F102 | 10,810 | 601,216 | SH | SOLE | 601,216 | 0 | 0 | ||
JABIL INC | COM | 466313103 | 6,039 | 142,000 | SH | SOLE | 142,000 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 8,481 | 89,464 | SH | SOLE | 89,464 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 6,831 | 143,691 | SH | SOLE | 143,691 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 27,806 | 77,900 | SH | SOLE | 77,900 | 0 | 0 | ||
MAXLINEAR INC | COM | 57776J100 | 6,290 | 164,700 | SH | SOLE | 164,700 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 14,679 | 106,361 | SH | SOLE | 106,361 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 4,045 | 53,800 | SH | SOLE | 53,800 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 8,269 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 20,315 | 79,900 | SH | SOLE | 79,900 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 17,423 | 49,026 | SH | SOLE | 49,026 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 6,800 | 40,899 | SH | SOLE | 40,899 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 21,731 | 57,343 | SH | SOLE | 57,343 | 0 | 0 | ||
SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 12,556 | 202,000 | SH | SOLE | 202,000 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 11,802 | 223,778 | SH | SOLE | 223,778 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 24,743 | 44,952 | SH | SOLE | 44,952 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 15,449 | 54,900 | SH | SOLE | 54,900 | 0 | 0 | ||
SYNAPTICS INC | COM | 87157D109 | 3,591 | 37,246 | SH | SOLE | 37,246 | 0 | 0 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 22,839 | 28,513 | SH | SOLE | 28,513 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 20,790 | 61,419 | SH | SOLE | 61,419 | 0 | 0 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 3,447 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 4,218 | 281,700 | SH | SOLE | 281,700 | 0 | 0 |