The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 4,475,460 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 11,335,060 | 134,000 | SH | SOLE | 134,000 | 0 | 0 | ||
| FABRINET | SHS | G3323L100 | 7,822,800 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 7,730,360 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 1,351,360 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| NLIGHT INC | COM | 65487K100 | 5,131,800 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| ONTO INNOVATION INC | COM | 683344105 | 15,995,460 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C200 | 4,320,312 | 6,800 | SH | SOLE | 6,800 | 0 | 0 | ||
| SEMTECH CORP | COM | 816850101 | 15,070,440 | 196,000 | SH | SOLE | 196,000 | 0 | 0 | ||
| SITIME CORP | COM | 82982T106 | 1,070,585 | 3,100 | SH | SOLE | 3,100 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 10,969,020 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 22,812,400 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| VICOR CORP | COM | 925815102 | 8,855,000 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||