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
ADVANCED ENERGY INDS COM 007973100 18,662,516 50,051 SH SOLE 50,051 0 0
APPLIED MATLS INC COM 038222105 46,979,094 64,978 SH SOLE 64,978 0 0
AMPHENOL CORP CL A 032095101 124,150,791 704,122 SH SOLE 704,122 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 39,308,390 104,733 SH SOLE 104,733 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 11,938,363 76,026 SH SOLE 76,026 0 0
ENTEGRIS INC COM 29362U104 19,670,389 109,365 SH SOLE 109,365 0 0
FORD MTR CO COM 345370860 57,990,619 4,171,987 SH SOLE 4,171,987 0 0
HONEYWELL INTL INC COM 438516205 32,370,790 144,577 SH SOLE 144,577 0 0
HONEYWELL AEROSPACE INC COM 43849R105 31,963,083 144,577 SH SOLE 144,577 0 0
ROBINHOOD MKTS INC COM CL A 770700102 180,496,579 1,799,926 SH SOLE 1,799,926 0 0
INTEL CORP COM 458140100 201,473,523 1,442,910 SH SOLE 1,442,910 0 0
KLA CORP COM NEW 482480100 46,759,016 154,980 SH SOLE 154,980 0 0
LITTELFUSE INC COM 537008104 27,726,410 60,893 SH SOLE 60,893 0 0
LAM RESEARCH CORP COM NEW 512807306 22,487,227 51,894 SH SOLE 51,894 0 0
MICRON TECHNOLOGY INC COM 595112103 5,586,764 4,840 SH SOLE 4,840 0 0
NAVAN INC CL A 639193101 17,087,000 747,136 SH SOLE 747,136 0 0
ONTO INNOVATION INC COM 683344105 21,276,459 56,220 SH SOLE 56,220 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100 7,271,214 44,524 SH SOLE 44,524 0 0
SEMTECH CORP COM 816850101 32,397,029 200,167 SH SOLE 200,167 0 0
SNOWFLAKE INC COM SHS 833445109 66,166,437 259,986 SH SOLE 259,986 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 158,779,232 2,120,166 SH SOLE 2,120,166 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 69,750,200 72,280 SH SOLE 72,280 0 0