The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 23,240,466 | 40,007 | SH | SOLE | 01 | 40,007 | 0 | 0 | |
| APPLIED MATLS INC | COM | 038222105 | 10,266,600 | 14,200 | SH | SOLE | 01 | 14,200 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 9,588,931 | 83,900 | SH | SOLE | 01 | 83,900 | 0 | 0 | |
| BWX TECHNOLOGIES INC | COM | 05605H100 | 13,933,048 | 71,580 | SH | SOLE | 01 | 71,580 | 0 | 0 | |
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 12,773,713 | 953,974 | SH | SOLE | 01 | 953,974 | 0 | 0 | |
| INTEL CORP | COM | 458140100 | 1,053,089 | 7,542 | SH | SOLE | 01 | 7,542 | 0 | 0 | |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | 16,741,137 | 26,127 | SH | SOLE | 01 | 26,127 | 0 | 0 | |
| JOYY INC | ADS REPSTG COM A | 46591M109 | 1,408,095 | 21,338 | SH | SOLE | 01 | 21,338 | 0 | 0 | |
| MARVELL TECHNOLOGY INC | COM | 573874104 | 22,163,016 | 74,400 | SH | SOLE | 01 | 74,400 | 0 | 0 | |
| NAVITAS SEMICONDUCTOR CORP | COM | 63942X106 | 5,028,029 | 280,582 | SH | SOLE | 01 | 280,582 | 0 | 0 | |
| POWER INTEGRATIONS INC | COM | 739276103 | 5,576,573 | 66,578 | SH | SOLE | 01 | 66,578 | 0 | 0 | |
| SANDISK CORP | COM | 80004C200 | 51,841,044 | 22,800 | SH | SOLE | 01 | 22,800 | 0 | 0 | |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 26,649,440 | 27,616 | SH | SOLE | 01 | 27,616 | 0 | 0 | |
| SEMTECH CORP | COM | 816850101 | 4,692,193 | 28,991 | SH | SOLE | 01 | 28,991 | 0 | 0 | |
| SIGMA LITHIUM CORPORATION | COM | 826599102 | 3,922,461 | 310,076 | SH | SOLE | 01 | 310,076 | 0 | 0 | |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 7,551,533 | 100,835 | SH | SOLE | 01 | 100,835 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 5,444,298 | 11,400 | SH | SOLE | 01 | 11,400 | 0 | 0 | |
| VEECO INSTRS INC DEL | COM | 922417100 | 7,250,043 | 95,647 | SH | SOLE | 01 | 95,647 | 0 | 0 | |
| VIAVI SOLUTIONS INC | COM | 925550105 | 5,022,679 | 105,187 | SH | SOLE | 01 | 105,187 | 0 | 0 | |