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 |
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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 |
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 21,575 | 78,100 | SH | SOLE | 78,100 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 3,988 | 50,800 | SH | SOLE | 50,800 | 0 | 0 | ||
AIRBNB INC | COM CL A | 009066101 | 14,547 | 77,400 | SH | SOLE | 77,400 | 0 | 0 | ||
ALTERYX INC | COM CL A | 02156B103 | 13,116 | 158,100 | SH | SOLE | 158,100 | 0 | 0 | ||
AMKOR TECHNOLOGY INC | COM | 031652100 | 4,254 | 179,400 | SH | SOLE | 179,400 | 0 | 0 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 15,411 | 233,600 | SH | SOLE | 233,600 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 22,681 | 169,769 | SH | SOLE | 169,769 | 0 | 0 | ||
ARROW ELECTRS INC | COM | 042735100 | 14,694 | 132,589 | SH | SOLE | 132,589 | 0 | 0 | ||
AT&T INC | COM | 00206R102 | 20,747 | 685,400 | SH | SOLE | 685,400 | 0 | 0 | ||
BILL COM HLDGS INC | COM | 090043100 | 10,476 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
CIRRUS LOGIC INC | COM | 172755100 | 12,481 | 147,200 | SH | SOLE | 147,200 | 0 | 0 | ||
CITRIX SYS INC | COM | 177376100 | 9,180 | 65,400 | SH | SOLE | 65,400 | 0 | 0 | ||
COGNEX CORP | COM | 192422103 | 6,224 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 17,585 | 95,300 | SH | SOLE | 95,300 | 0 | 0 | ||
EPAM SYS INC | COM | 29414B104 | 16,582 | 41,800 | SH | SOLE | 41,800 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 12,548 | 72,900 | SH | SOLE | 72,900 | 0 | 0 | ||
FLEX LTD | ORD | Y2573F102 | 8,778 | 479,416 | SH | SOLE | 479,416 | 0 | 0 | ||
II-VI INC | COM | 902104108 | 6,591 | 96,400 | SH | SOLE | 96,400 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 8,094 | 126,461 | SH | SOLE | 126,461 | 0 | 0 | ||
JABIL INC | COM | 466313103 | 22,842 | 437,918 | SH | SOLE | 437,918 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 5,976 | 43,500 | SH | SOLE | 43,500 | 0 | 0 | ||
MAXLINEAR INC | COM | 57776J100 | 6,285 | 184,429 | SH | SOLE | 184,429 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 5,407 | 61,300 | SH | SOLE | 61,300 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 19,168 | 35,900 | SH | SOLE | 35,900 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 4,289 | 21,300 | SH | SOLE | 21,300 | 0 | 0 | ||
PAYCOM SOFTWARE INC | COM | 70432V102 | 14,950 | 40,400 | SH | SOLE | 40,400 | 0 | 0 | ||
ROKU INC | COM CL A | 77543R102 | 15,308 | 46,989 | SH | SOLE | 46,989 | 0 | 0 | ||
SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 4,608 | 60,042 | SH | SOLE | 60,042 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 3,867 | 66,728 | SH | SOLE | 66,728 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 14,764 | 282,345 | SH | SOLE | 282,345 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 21,644 | 94,400 | SH | SOLE | 94,400 | 0 | 0 | ||
SYNAPTICS INC | COM | 87157D109 | 9,994 | 73,800 | SH | SOLE | 73,800 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 5,005 | 20,200 | SH | SOLE | 20,200 | 0 | 0 | ||
TERADYNE INC | COM | 880770102 | 4,766 | 39,171 | SH | SOLE | 39,171 | 0 | 0 | ||
TEXAS INSTRS INC | COM | 882508104 | 21,469 | 113,600 | SH | SOLE | 113,600 | 0 | 0 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 11,494 | 17,638 | SH | SOLE | 17,638 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 16,731 | 49,100 | SH | SOLE | 49,100 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 22,027 | 404,100 | SH | SOLE | 404,100 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 8,914 | 42,100 | SH | SOLE | 42,100 | 0 | 0 | ||
VISHAY INTERTECHNOLOGY INC | COM | 928298108 | 3,545 | 147,200 | SH | SOLE | 147,200 | 0 | 0 | ||
ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 12,434 | 38,700 | SH | SOLE | 38,700 | 0 | 0 |