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 | 11,931,356 | 24,400 | SH | SOLE | 24,400 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 15,342,272 | 117,800 | SH | SOLE | 117,800 | 0 | 0 | ||
AMKOR TECHNOLOGY INC | COM | 031652100 | 4,563,650 | 153,400 | SH | SOLE | 153,400 | 0 | 0 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 9,055,670 | 106,600 | SH | SOLE | 106,600 | 0 | 0 | ||
ARROW ELECTRS INC | COM | 042735100 | 7,373,480 | 51,480 | SH | SOLE | 51,480 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 5,363,150 | 7,400 | SH | SOLE | 7,400 | 0 | 0 | ||
AVNET INC | COM | 053807103 | 5,796,705 | 114,900 | SH | SOLE | 114,900 | 0 | 0 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 13,886,633 | 59,213 | SH | SOLE | 59,213 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 11,687,067 | 296,100 | SH | SOLE | 296,100 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 12,862,105 | 302,709 | SH | SOLE | 302,709 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 5,801,365 | 39,500 | SH | SOLE | 39,500 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 16,039,420 | 179,653 | SH | SOLE | 179,653 | 0 | 0 | ||
DOORDASH INC | CL A | 25809K105 | 7,817,766 | 102,300 | SH | SOLE | 102,300 | 0 | 0 | ||
EXTREME NETWORKS | COM | 30226D106 | 8,331,103 | 319,812 | SH | SOLE | 319,812 | 0 | 0 | ||
FLEX LTD | ORD | Y2573F102 | 6,791,148 | 245,700 | SH | SOLE | 245,700 | 0 | 0 | ||
GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | 9,783,870 | 151,500 | SH | SOLE | 151,500 | 0 | 0 | ||
IMPINJ INC | COM | 453204109 | 6,526,520 | 72,800 | SH | SOLE | 72,800 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 9,617,344 | 287,600 | SH | SOLE | 287,600 | 0 | 0 | ||
JABIL INC | COM | 466313103 | 7,220,517 | 66,900 | SH | SOLE | 66,900 | 0 | 0 | ||
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 16,862,215 | 100,700 | SH | SOLE | 100,700 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 9,851,498 | 102,545 | SH | SOLE | 102,545 | 0 | 0 | ||
LOGITECH INTL S A | SHS | H50430232 | 5,619,240 | 94,600 | SH | SOLE | 94,600 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 6,728,178 | 118,600 | SH | SOLE | 118,600 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 12,445,981 | 297,395 | SH | SOLE | 297,395 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 8,851,492 | 98,800 | SH | SOLE | 98,800 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 11,680,522 | 34,300 | SH | SOLE | 34,300 | 0 | 0 | ||
MOBILEYE GLOBAL INC | COMMON CLASS A | 60741F104 | 5,152,122 | 134,100 | SH | SOLE | 134,100 | 0 | 0 | ||
NUTANIX INC | CL A | 67059N108 | 5,580,323 | 198,942 | SH | SOLE | 198,942 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 13,774,377 | 32,562 | SH | SOLE | 32,562 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 10,991,316 | 53,700 | SH | SOLE | 53,700 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 7,767,200 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | ||
PURE STORAGE INC | CL A | 74624M102 | 6,498,730 | 176,500 | SH | SOLE | 176,500 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 11,488,578 | 112,600 | SH | SOLE | 112,600 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 8,439,936 | 70,900 | SH | SOLE | 70,900 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 11,228,739 | 249,583 | SH | SOLE | 249,583 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 12,307,143 | 21,900 | SH | SOLE | 21,900 | 0 | 0 | ||
SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 3,111,538 | 43,300 | SH | SOLE | 43,300 | 0 | 0 | ||
SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 15,240,711 | 169,266 | SH | SOLE | 169,266 | 0 | 0 | ||
STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 5,855,779 | 117,139 | SH | SOLE | 117,139 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 16,779,120 | 120,800 | SH | SOLE | 120,800 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 14,365,906 | 97,621 | SH | SOLE | 97,621 | 0 | 0 | ||
TERADYNE INC | COM | 880770102 | 3,406,698 | 30,600 | SH | SOLE | 30,600 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 10,183,630 | 235,896 | SH | SOLE | 235,896 | 0 | 0 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 9,354,037 | 64,900 | SH | SOLE | 64,900 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 6,466,031 | 570,700 | SH | SOLE | 570,700 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 13,678,848 | 57,600 | SH | SOLE | 57,600 | 0 | 0 | ||
WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 6,767,746 | 259,400 | SH | SOLE | 259,400 | 0 | 0 | ||
WESTERN DIGITAL CORP. | COM | 958102105 | 3,580,592 | 94,400 | SH | SOLE | 94,400 | 0 | 0 | ||
ZILLOW GROUP INC | CL A | 98954M101 | 12,565,680 | 255,400 | SH | SOLE | 255,400 | 0 | 0 |