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 |
| ANALOG DEVICES INC | COM | 032654105 | 9,943,151 | 25,035 | SH | SOLE | 0 | 25,035 | 0 | 0 | |
| ADVANCED ENERGY INDS | COM | 007973100 | 9,462,322 | 25,377 | SH | SOLE | 0 | 25,377 | 0 | 0 | |
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 11,472,859 | 891,442 | SH | SOLE | 0 | 891,442 | 0 | 0 | |
| GENERAC HLDGS INC | COM | 368736104 | 1,926,690 | 6,580 | SH | SOLE | 0 | 6,580 | 0 | 0 | |
| INNIO NV | ORDINARY SHARES | N52A8C105 | 5,906,002 | 149,330 | SH | SOLE | 0 | 149,330 | 0 | 0 | |
| MKS INC. | COM | 55306N104 | 13,280,838 | 29,858 | SH | SOLE | 0 | 29,858 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 4,382,295 | 23,715 | SH | SOLE | 0 | 23,715 | 0 | 0 | |
| TERADYNE INC | COM | 880770102 | 5,769,308 | 11,924 | SH | SOLE | 0 | 11,924 | 0 | 0 | |
| ULTRA CLEAN HLDGS INC | COM | 90385V107 | 1,847,396 | 12,956 | SH | SOLE | 0 | 12,956 | 0 | 0 | |