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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
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
ALIBABA GROUP HLDG LTD NOTE 0.500% 6/0 01609WBG6 409,026 347,000 PRN SOLE 347,000 0 0
AMER SPORTS INC COM SHS G0260P102 37,607,644 1,111,337 SH SOLE 1,111,337 0 0
APPLIED MATLS INC COM 038222105 268,809,954 371,798 SH SOLE 371,798 0 0
APPLOVIN CORP COM CL A 03831W108 73,059,099 141,799 SH SOLE 141,799 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 209,545,726 105,329 SH SOLE 105,329 0 0
ASTERA LABS INC COM 04626A103 86,320,987 178,711 SH SOLE 178,711 0 0
COINBASE GLOBAL INC NOTE 0.250% 4/0 19260QAF4 448,580 500,000 PRN SOLE 500,000 0 0
FORMFACTOR INC COM 346375108 85,481,306 534,492 SH SOLE 534,492 0 0
INTEL CORP COM 458140100 162,936,900 1,166,919 SH SOLE 1,166,919 0 0
KE HLDGS INC SPONSORED ADS 482497104 3,697,275 254,458 SH SOLE 254,458 0 0
LAM RESEARCH CORP COM NEW 512807306 213,732,656 493,233 SH SOLE 493,233 0 0
LIFTOFF MOBILE INC COM 53229X101 480,400 20,000 SH SOLE 20,000 0 0
LUMENTUM HLDGS INC COM 55024U109 494,687,893 576,519 SH SOLE 576,519 0 0
MICRON TECHNOLOGY INC COM 595112103 495,536,697 429,300 SH SOLE 429,300 0 0
MODINE MFG CO COM 607828100 78,411,758 293,655 SH SOLE 293,655 0 0
ORACLE CORP 6.5 DEP CUM SR D 68389X204 449,500 10,000 SH SOLE 10,000 0 0
QFIN HOLDINGS INC NOTE 0.500% 4/0 88557WAB7 221,990 250,000 PRN SOLE 250,000 0 0
REDDIT INC CL A 75734B100 114,767,277 661,178 SH SOLE 661,178 0 0
ROBLOX CORP CL A 771049103 4,985,504 91,679 SH SOLE 91,679 0 0
SANDISK CORP COM 80004C200 561,472,612 246,939 SH SOLE 246,939 0 0
SEA LTD NOTE 0.250% 9/1 81141RAG5 9,162,643 9,258,000 PRN SOLE 9,258,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 544,950,940 564,716 SH SOLE 564,716 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 130,189,169 761,964 SH SOLE 761,964 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 431,058,752 5,755,892 SH SOLE 5,755,892 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 218,204,598 456,906 SH SOLE 456,906 0 0
TERADYNE INC COM 880770102 319,429,233 660,196 SH SOLE 660,196 0 0
TRIP COM GROUP LTD NOTE 0.750% 6/1 89677QAB3 687,893 699,000 PRN SOLE 699,000 0 0
UNITY SOFTWARE INC COM 91332U101 5,697,937 199,368 SH SOLE 199,368 0 0
WESTERN DIGITAL CORP COM 958102105 500,891,889 784,212 SH SOLE 784,212 0 0