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
ADVANCED MICRO DEVICES INC COM 007903107 44,602,231 219,251 SH SOLE 195,659 23,592 0
ALPHABET INC CAP STK CL A 02079K305 12,221,300 42,500 SH SOLE 42,500 0 0
AMAZON COM INC COM 023135106 25,992,096 124,800 SH SOLE 124,800 0 0
AMKOR TECHNOLOGY INC COM 031652100 18,326,760 406,990 SH SOLE 315,901 91,089 0
AMPLITUDE INC COM CL A 03213A104 1,997,196 292,844 SH SOLE 292,844 0 0
ANALOG DEVICES INC COM 032654105 3,340,470 10,500 SH SOLE 2,575 7,925 0
ASML HLDG NV N Y REGISTRY SHS N07059210 14,457,805 10,946 SH SOLE 7,025 3,921 0
BILL HOLDINGS INC COM 090043100 23,937,500 625,000 SH SOLE 625,000 0 0
BLOOM ENERGY CORP COM CL A 093712107 6,859,181 50,625 SH SOLE 50,625 0 0
BROADCOM INC COM 11135F101 46,364,598 149,800 SH SOLE 130,695 19,105 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 8,831,947 640,925 SH SOLE 640,925 0 0
CHIME FINL INC COM SHS CL A 16935C109 38,913,729 2,077,615 SH SOLE 2,077,615 0 0
COUPANG INC CL A 22266T109 19,860,948 1,051,957 SH SOLE 1,051,957 0 0
DATADOG INC CL A COM 23804L103 4,722,000 40,000 SH SOLE 40,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 2,886,456 71,642 SH SOLE 17,578 54,064 0
GITLAB INC CLASS A COM 37637K108 25,318,800 1,170,000 SH SOLE 1,170,000 0 0
JFROG LTD ORD SHS M6191J100 26,984,750 575,000 SH SOLE 575,000 0 0
LUMENTUM HLDGS INC COM 55024U109 2,032,382 2,892 SH SOLE 709 2,183 0
MKS INC. COM 55306N104 28,097,490 122,264 SH SOLE 104,706 17,558 0
NVIDIA CORPORATION COM 67066G104 47,474,122 272,214 SH SOLE 240,345 31,869 0
NXP SEMICONDUCTORS N V COM N6596X109 5,019,930 25,500 SH SOLE 6,252 19,248 0
SAMSARA INC COM CL A 79589L106 12,168,960 384,000 SH SOLE 384,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 36,904,140 109,200 SH Put SOLE 92,600 16,600 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 76,912,351 227,585 SH SOLE 197,337 30,248 0