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 16,451,371 28,320 SH SOLE 28,320 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,230,910 54,500 SH SOLE 54,500 0 0
ALPHABET INC CAP STK CL A 02079K305 5,289,076 14,800 SH SOLE 14,800 0 0
ASTERA LABS INC COM 04626A103 25,117,040 52,000 SH SOLE 52,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 13,789,257 36,740 SH SOLE 36,740 0 0
CIENA CORP COM NEW 171779309 25,345,764 51,667 SH SOLE 51,667 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 169,084,641 621,749 SH SOLE 621,749 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 1,878,617 140,300 SH SOLE 140,300 0 0
HOWMET AEROSPACE INC COM 443201108 83,830,548 311,800 SH SOLE 311,800 0 0
MKS INC. COM 55306N104 258,734,378 581,687 SH SOLE 581,687 0 0
MODINE MFG CO COM 607828100 49,805,638 186,524 SH SOLE 186,524 0 0
NVIDIA CORPORATION COM 67066G104 6,743,033 33,700 SH SOLE 33,700 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 60,493,395 181,482 SH SOLE 181,482 0 0
SITIME CORP COM 82982T106 36,301,316 48,690 SH SOLE 48,690 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 79,312,438 166,075 SH SOLE 166,075 0 0
TEXAS INSTRS INC COM 882508104 171,420,057 575,100 SH SOLE 575,100 0 0
WESTERN DIGITAL CORP COM 958102105 16,390,194 25,661 SH SOLE 25,661 0 0
WOODWARD INC COM 980745103 29,015,008 68,200 SH SOLE 68,200 0 0