The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   7,555,536 66,329 SH   SOLE N/A 66,329 0 0
ANALOG DEVICES INC COM 032654105   10,942,867 56,172 SH   SOLE N/A 56,172 0 0
APPLE INC COM 037833100   7,165,640 36,942 SH   SOLE N/A 36,942 0 0
APTIV PLC SHS G6095L109   4,083,192 39,996 SH   SOLE N/A 39,996 0 0
BILL HOLDINGS INC COM 090043100   2,734,407 23,401 SH   SOLE N/A 23,401 0 0
IAC INC COM NEW 44891N208   5,835,564 92,923 SH   SOLE N/A 92,923 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   4,224,678 43,975 SH   SOLE N/A 43,975 0 0
MICRON TECHNOLOGY INC COM 595112103   7,819,708 123,906 SH   SOLE N/A 123,906 0 0
MONOLITHIC PWR SYS INC COM 609839105   4,211,093 7,795 SH   SOLE N/A 7,795 0 0
MSCI INC COM 55354G100   8,618,980 18,366 SH   SOLE N/A 18,366 0 0
NVIDIA CORPORATION COM 67066G104   9,797,143 23,160 SH   SOLE N/A 23,160 0 0
ON SEMICONDUCTOR CORP COM 682189105   8,448,359 89,325 SH   SOLE N/A 89,325 0 0
S&P GLOBAL INC COM 78409V104   10,728,618 26,762 SH   SOLE N/A 26,762 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   4,459,811 40,291 SH   SOLE N/A 40,291 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   5,978,522 40,626 SH   SOLE N/A 40,626 0 0
TESLA INC COM 88160R101   4,491,973 17,160 SH   SOLE N/A 17,160 0 0
TWILIO INC CL A 90138F102   2,392,875 37,612 SH   SOLE N/A 37,612 0 0