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 |
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 4,894,199 | 12,700 | SH | SOLE | 12,700 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 12,012,627 | 116,300 | SH | SOLE | 116,300 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 11,040,376 | 55,980 | SH | SOLE | 55,980 | 0 | 0 | ||
ARROW ELECTRS INC | COM | 042735100 | 9,612,493 | 76,980 | SH | SOLE | 76,980 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 17,034,087 | 25,024 | SH | SOLE | 25,024 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 10,136,332 | 15,800 | SH | SOLE | 15,800 | 0 | 0 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 13,154,365 | 62,613 | SH | SOLE | 62,613 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 5,509,812 | 147,400 | SH | SOLE | 147,400 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 8,235,609 | 156,809 | SH | SOLE | 156,809 | 0 | 0 | ||
COHERENT CORP | COM | 19247G107 | 8,240,398 | 216,397 | SH | SOLE | 216,397 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 3,472,678 | 25,300 | SH | SOLE | 25,300 | 0 | 0 | ||
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 2,826,418 | 19,100 | SH | SOLE | 19,100 | 0 | 0 | ||
DELL TECHNOLOGIES INC | CL C | 24703L202 | 5,223,279 | 129,900 | SH | SOLE | 129,900 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 14,133,650 | 141,153 | SH | SOLE | 141,153 | 0 | 0 | ||
EXTREME NETWORKS | COM | 30226D106 | 4,737,821 | 247,794 | SH | SOLE | 247,794 | 0 | 0 | ||
F5 INC | COM | 315616102 | 7,721,570 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
FLEX LTD | ORD | Y2573F102 | 4,321,071 | 187,791 | SH | SOLE | 187,791 | 0 | 0 | ||
GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | 8,842,050 | 122,500 | SH | SOLE | 122,500 | 0 | 0 | ||
HP INC | COM | 40434L105 | 3,921,160 | 133,600 | SH | SOLE | 133,600 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 13,303,224 | 407,200 | SH | SOLE | 407,200 | 0 | 0 | ||
JABIL INC | COM | 466313103 | 3,323,632 | 37,700 | SH | SOLE | 37,700 | 0 | 0 | ||
KLA CORP | COM NEW | 482480100 | 3,552,613 | 8,900 | SH | SOLE | 8,900 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 12,123,248 | 126,945 | SH | SOLE | 126,945 | 0 | 0 | ||
LOGITECH INTL S A | SHS | H50430232 | 6,723,348 | 115,800 | SH | SOLE | 115,800 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 8,983,068 | 233,995 | SH | SOLE | 233,995 | 0 | 0 | ||
MAXLINEAR INC | COM | 57776J100 | 2,010,491 | 57,100 | SH | SOLE | 57,100 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 6,727,534 | 80,300 | SH | SOLE | 80,300 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 7,178,670 | 24,900 | SH | SOLE | 24,900 | 0 | 0 | ||
MONGODB INC | CL A | 60937P106 | 4,336,032 | 18,600 | SH | SOLE | 18,600 | 0 | 0 | ||
NATIONAL INSTRS CORP | COM | 636518102 | 4,261,614 | 81,313 | SH | SOLE | 81,313 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 7,289,628 | 21,100 | SH | SOLE | 21,100 | 0 | 0 | ||
NUTANIX INC | CL A | 67059N108 | 2,979,546 | 114,642 | SH | SOLE | 114,642 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 14,332,099 | 51,597 | SH | SOLE | 51,597 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 13,556,733 | 72,700 | SH | SOLE | 72,700 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 5,458,992 | 63,300 | SH | SOLE | 63,300 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 4,172,108 | 44,900 | SH | SOLE | 44,900 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 4,294,410 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||
PURE STORAGE INC | CL A | 74624M102 | 2,181,896 | 85,531 | SH | SOLE | 85,531 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 7,208,270 | 56,500 | SH | SOLE | 56,500 | 0 | 0 | ||
SEMTECH CORP | COM | 816850101 | 1,070,271 | 44,336 | SH | SOLE | 44,336 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 5,491,346 | 109,783 | SH | SOLE | 109,783 | 0 | 0 | ||
SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 3,072,888 | 46,900 | SH | SOLE | 46,900 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 5,478,991 | 46,440 | SH | SOLE | 46,440 | 0 | 0 | ||
SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 9,379,193 | 103,466 | SH | SOLE | 103,466 | 0 | 0 | ||
STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 8,410,714 | 157,239 | SH | SOLE | 157,239 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 9,110,436 | 62,900 | SH | SOLE | 62,900 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 9,820,895 | 82,321 | SH | SOLE | 82,321 | 0 | 0 | ||
TD SYNNEX CORPORATION | COM | 87162W100 | 2,225,589 | 22,994 | SH | SOLE | 22,994 | 0 | 0 | ||
TEXAS INSTRS INC | COM | 882508104 | 3,627,195 | 19,500 | SH | SOLE | 19,500 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 8,774,433 | 276,796 | SH | SOLE | 276,796 | 0 | 0 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 7,539,318 | 48,600 | SH | SOLE | 48,600 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 4,259,461 | 393,302 | SH | SOLE | 393,302 | 0 | 0 | ||
WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 5,269,123 | 157,900 | SH | SOLE | 157,900 | 0 | 0 | ||
ZILLOW GROUP INC | CL A | 98954M101 | 6,506,930 | 148,900 | SH | SOLE | 148,900 | 0 | 0 | ||
ZSCALER INC | COM | 98980G102 | 4,416,174 | 37,800 | SH | SOLE | 37,800 | 0 | 0 |