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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 20,777 | 221,200 | SH | SOLE | 221,200 | 0 | 0 | ||
AIRBNB INC | COM CL A | 009066101 | 13,584 | 88,700 | SH | SOLE | 88,700 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 21,742 | 6,320 | SH | SOLE | 6,320 | 0 | 0 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 22,362 | 326,889 | SH | SOLE | 326,889 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 5,952 | 41,800 | SH | SOLE | 41,800 | 0 | 0 | ||
ARROW ELECTRS INC | COM | 042735100 | 5,307 | 46,621 | SH | SOLE | 46,621 | 0 | 0 | ||
AT&T INC | COM | 00206R102 | 16,937 | 588,500 | SH | SOLE | 588,500 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 10,474 | 131,400 | SH | SOLE | 131,400 | 0 | 0 | ||
CIRRUS LOGIC INC | COM | 172755100 | 6,733 | 79,100 | SH | SOLE | 79,100 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 16,515 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 15,081 | 144,900 | SH | SOLE | 144,900 | 0 | 0 | ||
ELASTIC N V | ORD SHS | N14506104 | 11,646 | 79,900 | SH | SOLE | 79,900 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 17,475 | 121,500 | SH | SOLE | 121,500 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 17,107 | 49,200 | SH | SOLE | 49,200 | 0 | 0 | ||
FLEX LTD | ORD | Y2573F102 | 10,192 | 570,316 | SH | SOLE | 570,316 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 13,897 | 74,100 | SH | SOLE | 74,100 | 0 | 0 | ||
HUBSPOT INC | COM | 443573100 | 15,617 | 26,800 | SH | SOLE | 26,800 | 0 | 0 | ||
JABIL INC | COM | 466313103 | 10,776 | 185,418 | SH | SOLE | 185,418 | 0 | 0 | ||
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 7,171 | 111,900 | SH | SOLE | 111,900 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 6,966 | 43,200 | SH | SOLE | 43,200 | 0 | 0 | ||
MAXLINEAR INC | COM | 57776J100 | 9,376 | 220,667 | SH | SOLE | 220,667 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 9,645 | 113,500 | SH | SOLE | 113,500 | 0 | 0 | ||
NATIONAL INSTRS CORP | COM | 636518102 | 8,033 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 6,665 | 32,400 | SH | SOLE | 32,400 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 13,800 | 56,400 | SH | SOLE | 56,400 | 0 | 0 | ||
SEMTECH CORP | COM | 816850101 | 5,772 | 83,900 | SH | SOLE | 83,900 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 17,061 | 294,300 | SH | SOLE | 294,300 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 15,167 | 79,100 | SH | SOLE | 79,100 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 14,798 | 61,200 | SH | SOLE | 61,200 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 6,723 | 46,500 | SH | SOLE | 46,500 | 0 | 0 | ||
SYNAPTICS INC | COM | 87157D109 | 8,012 | 51,500 | SH | SOLE | 51,500 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 10,452 | 37,900 | SH | SOLE | 37,900 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 8,072 | 45,600 | SH | SOLE | 45,600 | 0 | 0 | ||
TERADYNE INC | COM | 880770102 | 13,476 | 100,600 | SH | SOLE | 100,600 | 0 | 0 | ||
TEXAS INSTRS INC | COM | 882508104 | 5,057 | 26,300 | SH | SOLE | 26,300 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 18,746 | 47,560 | SH | SOLE | 47,560 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 12,846 | 256,300 | SH | SOLE | 256,300 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 6,128 | 347,000 | SH | SOLE | 347,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 16,952 | 72,500 | SH | SOLE | 72,500 | 0 | 0 | ||
VISHAY INTERTECHNOLOGY INC | COM | 928298108 | 7,992 | 354,400 | SH | SOLE | 354,400 | 0 | 0 | ||
WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 7,147 | 198,300 | SH | SOLE | 198,300 | 0 | 0 | ||
ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 9,250 | 23,900 | SH | SOLE | 23,900 | 0 | 0 |