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 |
AIRBNB INC | COM CL A | 009066101 | 7,164 | 68,205 | SH | SOLE | 68,205 | 0 | 0 | ||
ALLEGRO MICROSYSTEMS INC | COM | 01749D105 | 2,465 | 112,800 | SH | SOLE | 112,800 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 9,553 | 84,540 | SH | SOLE | 84,540 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 12,858 | 92,280 | SH | SOLE | 92,280 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 7,261 | 88,621 | SH | SOLE | 88,621 | 0 | 0 | ||
ARROW ELECTRS INC | COM | 042735100 | 11,089 | 120,280 | SH | SOLE | 120,280 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 5,295 | 12,748 | SH | SOLE | 12,748 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 11,582 | 26,084 | SH | SOLE | 26,084 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 5,276 | 130,500 | SH | SOLE | 130,500 | 0 | 0 | ||
CIRRUS LOGIC INC | COM | 172755100 | 4,933 | 71,700 | SH | SOLE | 71,700 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 2,484 | 62,100 | SH | SOLE | 62,100 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 7,969 | 84,485 | SH | SOLE | 84,485 | 0 | 0 | ||
EXTREME NETWORKS INC | COM | 30226D106 | 4,846 | 370,800 | SH | SOLE | 370,800 | 0 | 0 | ||
F5 INC | COM | 315616102 | 3,025 | 20,900 | SH | SOLE | 20,900 | 0 | 0 | ||
FLEX LTD | ORD | Y2573F102 | 5,949 | 357,091 | SH | SOLE | 357,091 | 0 | 0 | ||
GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | 4,226 | 87,400 | SH | SOLE | 87,400 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 4,212 | 35,451 | SH | SOLE | 35,451 | 0 | 0 | ||
JABIL INC | COM | 466313103 | 7,843 | 135,900 | SH | SOLE | 135,900 | 0 | 0 | ||
JUNIPER NETWORKS INC | COM | 48203R104 | 7,695 | 294,600 | SH | SOLE | 294,600 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 9,096 | 184,845 | SH | SOLE | 184,845 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 2,912 | 67,872 | SH | SOLE | 67,872 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 8,194 | 171,595 | SH | SOLE | 171,595 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 5,633 | 92,300 | SH | SOLE | 92,300 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 7,391 | 31,735 | SH | SOLE | 31,735 | 0 | 0 | ||
NATIONAL INSTRS CORP | COM | 636518102 | 7,949 | 210,613 | SH | SOLE | 210,613 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 5,839 | 24,800 | SH | SOLE | 24,800 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 5,844 | 95,700 | SH | SOLE | 95,700 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 6,072 | 37,070 | SH | SOLE | 37,070 | 0 | 0 | ||
PURE STORAGE INC | CL A | 74624M102 | 8,506 | 310,788 | SH | SOLE | 310,788 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 5,299 | 46,900 | SH | SOLE | 46,900 | 0 | 0 | ||
SEMTECH CORP | COM | 816850101 | 4,048 | 137,624 | SH | SOLE | 137,624 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 13,112 | 351,720 | SH | SOLE | 351,720 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 6,960 | 81,620 | SH | SOLE | 81,620 | 0 | 0 | ||
SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 11,259 | 175,780 | SH | SOLE | 175,780 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 5,345 | 61,930 | SH | SOLE | 61,930 | 0 | 0 | ||
STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 8,638 | 279,178 | SH | SOLE | 279,178 | 0 | 0 | ||
TD SYNNEX CORPORATION | COM | 87162W100 | 3,239 | 39,900 | SH | SOLE | 39,900 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 2,440 | 9,200 | SH | SOLE | 9,200 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 5,003 | 188,799 | SH | SOLE | 188,799 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 5,949 | 455,871 | SH | SOLE | 455,871 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 9,504 | 53,500 | SH | SOLE | 53,500 | 0 | 0 |