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
Expires: July 31, 2015
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
ASTERA LABS INC COM 04626A103 33,310,180 303,925 SH SOLE 303,925 0 0
SEMTECH CORP COM 816850101 21,809,310 283,643 SH SOLE 283,643 0 0
QORVO INC COM 74736K101 21,127,027 272,959 SH SOLE 272,959 0 0
MARVELL TECHNOLOGY INC COM 573874104 13,189,300 133,158 SH SOLE 133,158 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 25,645,082 122,692 SH SOLE 122,692 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 107,707,518 613,788 SH SOLE 613,788 0 0
COHERENT CORP COM 19247G107 28,794,348 120,878 SH SOLE 120,878 0 0
MODINE MFG CO COM 607828100 24,924,467 115,013 SH SOLE 115,013 0 0
LUMENTUM HLDGS INC COM 55024U109 131,177,884 186,661 SH SOLE 186,661 0 0
AXT INC COM 00246W103 117,865,979 2,068,550 SH SOLE 2,068,550 0 0
MICRON TECHNOLOGY INC COM 595112103 44,624,272 132,087 SH SOLE 132,087 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 30,385,616 136,829 SH SOLE 136,829 0 0
INTEL CORP COM 458140100 99,356,444 2,251,449 SH SOLE 2,251,449 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 38,271,824 113,247 SH SOLE 113,247 0 0
TESLA INC COM 88160R101 9,751,374 26,231 SH SOLE 26,231 0 0
SANDISK CORP COM 80004C200 81,097,974 127,645 SH SOLE 127,645 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100 5,337,940 46,264 SH SOLE 46,264 0 0
ALPHABET INC CAP STK CL C 02079K107 25,173,399 87,755 SH SOLE 87,755 0 0
CIENA CORP COM NEW 171779309 41,676,102 107,349 SH SOLE 107,349 0 0
CORNING INC COM 219350105 72,849,463 535,776 SH SOLE 535,776 0 0
TERADYNE INC COM 880770102 29,981,296 101,131 SH SOLE 101,131 0 0
NVIDIA CORPORATION COM 67066G104 61,963,622 355,296 SH SOLE 355,296 0 0