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 | 6,097,294 | 22,850 | SH | SOLE | 22,850 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 2,966,466 | 45,800 | SH | SOLE | 45,800 | 0 | 0 | ||
AIRBNB INC | COM CL A | 009066101 | 7,045,628 | 82,405 | SH | SOLE | 82,405 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 10,545,360 | 125,540 | SH | SOLE | 125,540 | 0 | 0 | ||
AMBARELLA INC | SHS | G037AX101 | 2,639,583 | 32,100 | SH | SOLE | 32,100 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 11,347,595 | 69,180 | SH | SOLE | 69,180 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 2,707,164 | 27,800 | SH | SOLE | 27,800 | 0 | 0 | ||
ARROW ELECTRS INC | COM | 042735100 | 9,471,951 | 90,580 | SH | SOLE | 90,580 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 8,214,031 | 15,033 | SH | SOLE | 15,033 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 13,798,769 | 24,679 | SH | SOLE | 24,679 | 0 | 0 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 10,987,776 | 68,400 | SH | SOLE | 68,400 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 3,950,950 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
CIRRUS LOGIC INC | COM | 172755100 | 5,451,936 | 73,200 | SH | SOLE | 73,200 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 3,987,468 | 83,700 | SH | SOLE | 83,700 | 0 | 0 | ||
COHERENT CORP | COM | 19247G107 | 5,289,570 | 150,700 | SH | SOLE | 150,700 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 3,717,161 | 42,785 | SH | SOLE | 42,785 | 0 | 0 | ||
EXTREME NETWORKS | COM | 30226D106 | 4,615,951 | 252,100 | SH | SOLE | 252,100 | 0 | 0 | ||
FLEX LTD | ORD | Y2573F102 | 5,354,077 | 249,491 | SH | SOLE | 249,491 | 0 | 0 | ||
GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | 3,454,349 | 64,100 | SH | SOLE | 64,100 | 0 | 0 | ||
JABIL INC | COM | 466313103 | 2,284,700 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
JUNIPER NETWORKS INC | COM | 48203R104 | 4,426,460 | 138,500 | SH | SOLE | 138,500 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 7,516,024 | 115,845 | SH | SOLE | 115,845 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 8,380,773 | 201,995 | SH | SOLE | 201,995 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 4,116,650 | 58,600 | SH | SOLE | 58,600 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 5,195,700 | 21,665 | SH | SOLE | 21,665 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 3,320,398 | 9,390 | SH | SOLE | 9,390 | 0 | 0 | ||
NATIONAL INSTRS CORP | COM | 636518102 | 6,310,380 | 171,013 | SH | SOLE | 171,013 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 8,374,592 | 28,400 | SH | SOLE | 28,400 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 4,902,040 | 35,130 | SH | SOLE | 35,130 | 0 | 0 | ||
PURE STORAGE INC | CL A | 74624M102 | 3,703,263 | 138,388 | SH | SOLE | 138,388 | 0 | 0 | ||
SEMTECH CORP | COM | 816850101 | 3,775,604 | 131,600 | SH | SOLE | 131,600 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 3,936,242 | 97,480 | SH | SOLE | 97,480 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 9,438,790 | 103,575 | SH | SOLE | 103,575 | 0 | 0 | ||
SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 6,802,650 | 89,180 | SH | SOLE | 89,180 | 0 | 0 | ||
STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 6,057,749 | 170,305 | SH | SOLE | 170,305 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 9,538,308 | 91,600 | SH | SOLE | 91,600 | 0 | 0 | ||
TD SYNNEX CORPORATION | COM | 87162W100 | 5,616,303 | 59,300 | SH | SOLE | 59,300 | 0 | 0 | ||
TERADYNE INC | COM | 880770102 | 7,590,715 | 86,900 | SH | SOLE | 86,900 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 8,005,076 | 323,699 | SH | SOLE | 323,699 | 0 | 0 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 3,079,140 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 7,106,557 | 676,171 | SH | SOLE | 676,171 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 7,105,392 | 34,200 | SH | SOLE | 34,200 | 0 | 0 |