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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
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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
ALPHABET INC CAP STK CL A 02079K305 113,213,029 316,795 SH SOLE 316,795 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 29,933,114 15,046 SH SOLE 15,046 0 0
LAM RESEARCH CORP COM NEW 512807306 207,238,339 478,246 SH SOLE 478,246 0 0
MICRON TECHNOLOGY INC COM 595112103 134,312,030 116,359 SH SOLE 116,359 0 0
NVIDIA CORPORATION COM 67066G104 156,206,261 780,680 SH SOLE 780,680 0 0
NVIDIA CORPORATION COM 67066G104 160,072,000 800,000 SH Call SOLE 800,000 0 0
SANDISK CORP COM 80004C200 191,768,662 84,341 SH SOLE 84,341 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 96,600,949 202,276 SH SOLE 202,276 0 0