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

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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
BLOOM ENERGY CORP COM CL A 093712107 101,720,119 1,202,792 SH SOLE 1,202,792 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 19,684,433 135,186 SH SOLE 135,186 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 30,979,220 7,611,602 SH SOLE 7,611,602 0 0
LAM RESEARCH CORP COM NEW 512807306 6,494,150 48,500 SH SOLE 48,500 0 0
MARVELL TECHNOLOGY INC COM 573874104 13,512,739 160,732 SH SOLE 160,732 0 0
NVIDIA CORPORATION COM 67066G104 4,505,907 24,150 SH SOLE 24,150 0 0