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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
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
BLOOM ENERGY CORP COM CL A 093712107 3,027,000 10,000 SH SOLE 10,000 0 0
COHERENT CORP COM 19247G107 8,658,617 21,950 SH SOLE 21,950 0 0
CORNING INC COM 219350105 13,231,274 51,800 SH SOLE 51,800 0 0
FORMFACTOR INC COM 346375108 11,938,775 74,650 SH SOLE 74,650 0 0
LAM RESEARCH CORP COM NEW 512807306 6,499,950 15,000 SH SOLE 15,000 0 0
LUMENTUM HLDGS INC COM 55024U109 26,835,827 31,275 SH SOLE 31,275 0 0
MICRON TECHNOLOGY INC COM 595112103 19,622,930 17,000 SH SOLE 17,000 0 0
NOKIA CORP SPONSORED ADR 654902204 18,990,400 1,430,000 SH SOLE 1,430,000 0 0
NVIDIA CORPORATION COM 67066G104 2,020,909 10,100 SH SOLE 10,100 0 0
SANDISK CORP COM 80004C200 21,054,740 9,260 SH SOLE 9,260 0 0
TERADYNE INC COM 880770102 7,257,600 15,000 SH SOLE 15,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 5,460,984 29,200 SH SOLE 29,200 0 0
VIAVI SOLUTIONS INC COM 925550105 6,169,300 129,200 SH SOLE 129,200 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 5,560,852 103,400 SH SOLE 103,400 0 0
WESTERN DIGITAL CORP COM 958102105 10,219,520 16,000 SH SOLE 16,000 0 0