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 987,547 1,700 SH SOLE 1,700 0 0
ALPHABET INC CAP STK CL C 02079K107 13,066,143 36,980 SH SOLE 36,980 0 0
AMKOR TECHNOLOGY INC COM 031652100 3,535,430 41,000 SH SOLE 41,000 0 0
ARISTA NETWORKS INC COM SHS 040413205 14,609,680 86,000 SH SOLE 86,000 0 0
ASTERA LABS INC COM 04626A103 22,315,524 46,200 SH SOLE 46,200 0 0
BLOOM ENERGY CORP COM CL A 093712107 2,451,870 8,100 SH SOLE 8,100 0 0
BROADCOM INC COM 11135F101 66,408,450 175,800 SH SOLE 175,800 0 0
CIENA CORP COM NEW 171779309 30,870,941 62,930 SH SOLE 62,930 0 0
COHERENT CORP COM 19247G107 16,962,210 43,000 SH SOLE 43,000 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 11,177,145 41,100 SH SOLE 41,100 0 0
LUMENTUM HLDGS INC COM 55024U109 44,644,862 52,030 SH SOLE 52,030 0 0
MARVELL TECHNOLOGY INC COM 573874104 35,597,855 119,500 SH SOLE 119,500 0 0
MICRON TECHNOLOGY INC COM 595112103 48,206,613 41,763 SH SOLE 41,763 0 0
ROBINHOOD MKTS INC COM CL A 770700102 1,905,320 19,000 SH SOLE 19,000 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 5,894,670 34,500 SH SOLE 34,500 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 38,763,099 59,100 SH SOLE 59,100 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 12,421,822 37,100 SH SOLE 37,100 0 0