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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 14,456 | 189,045 | SH | SOLE | 189,045 | 0 | 0 | ||
AIRBNB INC | COM CL A | 009066101 | 6,165 | 69,205 | SH | SOLE | 69,205 | 0 | 0 | ||
ALLEGRO MICROSYSTEMS INC | COM | 01749D105 | 8,164 | 394,600 | SH | SOLE | 394,600 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 11,592 | 109,140 | SH | SOLE | 109,140 | 0 | 0 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 9,651 | 149,900 | SH | SOLE | 149,900 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 17,280 | 118,280 | SH | SOLE | 118,280 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 15,104 | 166,020 | SH | SOLE | 166,020 | 0 | 0 | ||
ARROW ELECTRS INC | COM | 042735100 | 18,123 | 161,680 | SH | SOLE | 161,680 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 10,196 | 21,425 | SH | SOLE | 21,425 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 5,257 | 55,685 | SH | SOLE | 55,685 | 0 | 0 | ||
F5 INC | COM | 315616102 | 5,770 | 37,700 | SH | SOLE | 37,700 | 0 | 0 | ||
FLEX LTD | ORD | Y2573F102 | 9,680 | 668,991 | SH | SOLE | 668,991 | 0 | 0 | ||
GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | 3,554 | 88,100 | SH | SOLE | 88,100 | 0 | 0 | ||
HP INC | COM | 40434L105 | 6,179 | 188,500 | SH | SOLE | 188,500 | 0 | 0 | ||
II-VI INC | COM | 902104108 | 6,651 | 130,533 | SH | SOLE | 130,533 | 0 | 0 | ||
JABIL INC | COM | 466313103 | 8,414 | 164,300 | SH | SOLE | 164,300 | 0 | 0 | ||
KLA CORP | COM NEW | 482480100 | 7,978 | 25,002 | SH | SOLE | 25,002 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 9,276 | 191,250 | SH | SOLE | 191,250 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 6,647 | 83,700 | SH | SOLE | 83,700 | 0 | 0 | ||
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 4,767 | 103,400 | SH | SOLE | 103,400 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 16,705 | 383,760 | SH | SOLE | 383,760 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 8,683 | 124,595 | SH | SOLE | 124,595 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 11,977 | 206,216 | SH | SOLE | 206,216 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 9,332 | 36,335 | SH | SOLE | 36,335 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 10,201 | 146,000 | SH | SOLE | 146,000 | 0 | 0 | ||
PURE STORAGE INC | CL A | 74624M102 | 10,498 | 408,335 | SH | SOLE | 408,335 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 7,271 | 56,920 | SH | SOLE | 56,920 | 0 | 0 | ||
ROKU INC | COM CL A | 77543R102 | 5,017 | 61,080 | SH | SOLE | 61,080 | 0 | 0 | ||
SEMTECH CORP | COM | 816850101 | 8,467 | 154,024 | SH | SOLE | 154,024 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 8,903 | 215,520 | SH | SOLE | 215,520 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 12,934 | 139,620 | SH | SOLE | 139,620 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 1,794 | 136,600 | SH | SOLE | 136,600 | 0 | 0 | ||
SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 8,862 | 108,380 | SH | SOLE | 108,380 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 4,666 | 49,730 | SH | SOLE | 49,730 | 0 | 0 | ||
STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 12,694 | 403,378 | SH | SOLE | 403,378 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 7,279 | 54,100 | SH | SOLE | 54,100 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 10,050 | 82,022 | SH | SOLE | 82,022 | 0 | 0 | ||
TD SYNNEX CORPORATION | COM | 87162W100 | 4,473 | 49,100 | SH | SOLE | 49,100 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 8,297 | 405,499 | SH | SOLE | 405,499 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 9,537 | 720,871 | SH | SOLE | 720,871 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 9,746 | 49,500 | SH | SOLE | 49,500 | 0 | 0 |