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
ALLEGRO MICROSYSTEMS INC COM 01749D105 22,662,626 623,456 SH SOLE 623,456 0 0
AMKOR TECHNOLOGY INC COM 031652100 23,461,264 447,905 SH SOLE 447,905 0 0
AMPHENOL CORP CL A 032095101 32,560,538 386,246 SH SOLE 386,246 0 0
ANALOG DEVICES INC COM 032654105 38,510,623 97,075 SH SOLE 97,075 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 32,432,516 17,902 SH SOLE 17,902 0 0
ASTERA LABS INC COM 04626A103 30,938,421 86,913 SH SOLE 86,913 0 0
CELESTICA INC COM 15101Q207 23,840,646 65,962 SH SOLE 65,962 0 0
ENTEGRIS INC COM 29362U104 18,612,297 120,812 SH SOLE 120,812 0 0
EVERPURE INC CL A 74624M102 22,963,922 175,592 SH SOLE 175,592 0 0
INTEL CORP COM 458140100 38,228,812 317,964 SH SOLE 317,964 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 10,629,968 29,200 SH SOLE 29,200 0 0
LUMENTUM HLDGS INC COM 55024U109 32,329,360 33,286 SH SOLE 33,286 0 0
MARVELL TECHNOLOGY INC COM 573874104 21,734,179 82,261 SH SOLE 82,261 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 23,457,143 301,622 SH SOLE 301,622 0 0
MKS INC. COM 55306N104 20,851,458 78,578 SH SOLE 78,578 0 0
MONOLITHIC PWR SYS INC COM 609839105 10,171,511 7,550 SH SOLE 7,550 0 0
NOKIA CORP SPONSORED ADR 654902204 15,063,528 1,485,555 SH SOLE 1,485,555 0 0
NVIDIA CORPORATION COM 67066G104 21,277,708 93,168 SH SOLE 93,168 0 0
SEMTECH CORP COM 816850101 20,769,036 116,451 SH SOLE 116,451 0 0
TERADYNE INC COM 880770102 31,846,687 79,436 SH SOLE 79,436 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 15,233,418 63,128 SH SOLE 63,128 0 0
WESTERN DIGITAL CORP COM 958102105 9,543,660 21,000 SH SOLE 21,000 0 0