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 |
| ATOMERA INC | COM | 04965B100 | 783,900 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| DIODES INC | COM | 254543101 | 8,755,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| FORMFACTOR INC | COM | 346375108 | 4,318,110 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| KNOWLES CORP | COM | 49926D109 | 4,853,160 | 117,000 | SH | SOLE | 117,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 34,282,413 | 29,700 | SH | SOLE | 29,700 | 0 | 0 | ||
| ONTO INNOVATION INC | COM | 683344105 | 26,113,050 | 69,000 | SH | SOLE | 69,000 | 0 | 0 | ||
| ROUNDHILL ETF TRUST | MEMORY ETF | 77926X320 | 17,280,900 | 234,000 | SH | SOLE | 234,000 | 0 | 0 | ||
| SEMTECH CORP | COM | 816850101 | 26,219,700 | 162,000 | SH | SOLE | 162,000 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 18,289,152 | 37,800 | SH | SOLE | 37,800 | 0 | 0 | ||
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 28,149,120 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | ||
| VICOR CORP | COM | 925815102 | 38,395,758 | 101,100 | SH | SOLE | 101,100 | 0 | 0 | ||
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | 8,604,800 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| VISHAY PRECISION GROUP INC | COM | 92835K103 | 6,745,950 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||