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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OMB Number: 3235-0006
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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
Butterfly Network Cl A COM 124155102 45,248 11,200 SH SOLE 11,200 0 0
Caterpillar Inc COM 149123101 436,411 616 SH SOLE 616 0 0
Ciena Corporation COM 171779309 1,294,359 3,334 SH SOLE 3,334 0 0
CNX Resources Corp COM 12653C108 1,601,945 41,555 SH SOLE 41,555 0 0
Ericsson L M Tel Adr COM 294821608 992,842 88,096 SH SOLE 88,096 0 0
Figs Inc Cl A COM 30260D103 864,075 58,502 SH SOLE 58,502 0 0
GE Vernova Inc COM 36828A101 354,397 406 SH SOLE 406 0 0
Invesco Qqq Trust Sr 1 COM 46090E103 1,056,817 1,831 SH SOLE 1,831 0 0
Keysight Technologies COM 49338L103 884,948 3,134 SH SOLE 3,134 0 0
Lumentum Holdings Inc COM 55024U109 1,186,962 1,689 SH SOLE 1,689 0 0
Pan American Silver Corp COM 697900108 891,835 16,325 SH SOLE 16,325 0 0
Viavi Solutions Inc COM 925550105 4,823,370 144,933 SH SOLE 144,933 0 0