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
Estimated average burden
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107 7,972 72,913 SH   SOLE N/A 72,913 0 0
ALPHABET INC CAP STK CL C 02079K107 8,857 3,171 SH   SOLE N/A 3,171 0 0
ANALOG DEVICES INC COM 032654105 10,129 61,323 SH   SOLE N/A 61,323 0 0
APPLE INC COM 037833100 14,780 84,644 SH   SOLE N/A 84,644 0 0
BILL COM HLDGS INC COM 090043100 6,730 29,676 SH   SOLE N/A 29,676 0 0
MARVELL TECHNOLOGY INC COM 573874104 10,020 139,735 SH   SOLE N/A 139,735 0 0
MICRON TECHNOLOGY INC COM 595112103 4,752 61,007 SH   SOLE N/A 61,007 0 0
MICROSOFT CORP COM 594918104 9,897 32,101 SH   SOLE N/A 32,101 0 0
MOODYS CORP COM 615369105 7,858 23,288 SH   SOLE N/A 23,288 0 0
NORTONLIFELOCK INC COM 668771108 7,389 278,611 SH   SOLE N/A 278,611 0 0
NVIDIA CORPORATION COM 67066G104 12,778 46,829 SH   SOLE N/A 46,829 0 0
S&P GLOBAL INC COM 78409V104 9,429 22,987 SH   SOLE N/A 22,987 0 0
SERVICENOW INC COM 81762P102 7,152 12,842 SH   SOLE N/A 12,842 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 5,062 37,980 SH   SOLE N/A 37,980 0 0
SNOWFLAKE INC CL A 833445109 5,219 22,778 SH   SOLE N/A 22,778 0 0