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
111 INC ADS 68247Q102 3,911 562,788 SH   SOLE N/A 562,788 0 0
ADVANCED MICRO DEVICES INC COM 007903107 12,432 135,556 SH   SOLE N/A 135,556 0 0
ANALOG DEVICES INC COM 032654105 13,752 93,088 SH   SOLE N/A 93,088 0 0
BILL COM HLDGS INC COM 090043100 16,518 121,013 SH   SOLE N/A 121,013 0 0
BROOKS AUTOMATION INC NEW COM 114340102 5,950 87,693 SH   SOLE N/A 87,693 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 6,163 29,094 SH   SOLE N/A 29,094 0 0
IAC INTERACTIVECORP NEW COM 44891N109 16,155 85,316 SH   SOLE N/A 85,316 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 23,668 497,849 SH   SOLE N/A 497,849 0 0
MICRON TECHNOLOGY INC COM 595112103 15,116 201,059 SH   SOLE N/A 201,059 0 0
NORTONLIFELOCK INC COM 668771108 29,514 1,420,292 SH   SOLE N/A 1,420,292 0 0
NVIDIA CORPORATION COM 67066G104 14,442 27,657 SH   SOLE N/A 27,657 0 0
PEGASYSTEMS INC COM 705573103 28,135 211,129 SH   SOLE N/A 211,129 0 0
POWER INTEGRATIONS INC COM 739276103 11,028 134,713 SH   SOLE N/A 134,713 0 0
S&P GLOBAL INC COM 78409V104 11,856 36,065 SH   SOLE N/A 36,065 0 0
SEA LTD SPONSORD ADS 81141R100 10,588 53,192 SH   SOLE N/A 53,192 0 0
SYNAPTICS INC COM 87157D109 503 5,221 SH   SOLE N/A 5,221 0 0
WEX INC COM 96208T104 13,140 64,561 SH   SOLE N/A 64,561 0 0
ZILLOW GROUP INC CL A 98954M101 8,301 61,063 SH   SOLE N/A 61,063 0 0