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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
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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
ALPHABET INC CAP STK CL A 02079K305 10,141,651 28,379 SH SOLE 10,850 0 17,529
NVIDIA CORPORATION COM 67066G104 29,086,088 145,365 SH SOLE 39,643 0 105,722
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 17,542,065 36,732 SH SOLE 10,800 0 25,932
ISHARES INC MSCI STH KOR ETF 464286772 763,614 3,782 SH SOLE 0 0 3,782
MICRON TECHNOLOGY INC COM 595112103 28,835,879 24,981 SH SOLE 8,828 0 16,153
SANDISK CORP COM 80004C200 2,792,140 1,228 SH SOLE 1,200 0 28
ROUNDHILL ETF TRUST MEMORY ETF 77926X320 38,517,960 521,570 SH SOLE 145,556 0 376,014
MARVELL TECHNOLOGY INC COM 573874104 1,028,316 3,452 SH SOLE 0 0 3,452