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 |
| APPLIED MATLS INC | COM | 038222105 | 205,574,205 | 284,335 | SH | OTR | 1 | 0 | 0 | 284,335 | |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 195,526,142 | 98,282 | SH | OTR | 1 | 0 | 0 | 98,282 | |
| ASTERA LABS INC | COM | 04626A103 | 676,228 | 1,400 | SH | OTR | 1 | 0 | 0 | 1,400 | |
| BLOOM ENERGY CORP | COM CL A | 093712107 | 559,995 | 1,850 | SH | OTR | 1 | 0 | 0 | 1,850 | |
| CORNING INC | COM | 219350105 | 337,602,086 | 1,321,701 | SH | OTR | 1 | 0 | 0 | 1,321,701 | |
| DINGDONG CAYMAN LTD | ADS | 25445D101 | 319,222 | 165,400 | SH | OTR | 1 | 0 | 0 | 165,400 | |
| INTEL CORP | COM | 458140100 | 56,169,658 | 402,275 | SH | OTR | 1 | 0 | 0 | 402,275 | |
| LAM RESEARCH CORP | COM NEW | 512807306 | 543,606,852 | 1,254,487 | SH | OTR | 1 | 0 | 0 | 1,254,487 | |
| LUMENTUM HLDGS INC | COM | 55024U109 | 167,298,532 | 194,973 | SH | OTR | 1 | 0 | 0 | 194,973 | |
| MARVELL TECHNOLOGY INC | COM | 573874104 | 1,602,648 | 5,380 | SH | OTR | 1 | 0 | 0 | 5,380 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 314,437,830 | 272,408 | SH | OTR | 1 | 0 | 0 | 272,408 | |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | 607,574 | 2,200 | SH | OTR | 1 | 0 | 0 | 2,200 | |
| NOKIA CORP | SPONSORED ADR | 654902204 | 1,540,347 | 115,990 | SH | OTR | 1 | 0 | 0 | 115,990 | |
| SANDISK CORP | COM | 80004C200 | 275,737,511 | 121,271 | SH | OTR | 1 | 0 | 0 | 121,271 | |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 273,496,440 | 283,416 | SH | OTR | 1 | 0 | 0 | 283,416 | |
| SEMTECH CORP | COM | 816850101 | 331,793 | 2,050 | SH | OTR | 1 | 0 | 0 | 2,050 | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 302,992,854 | 634,447 | SH | OTR | 1 | 0 | 0 | 634,447 | |
| TERADYNE INC | COM | 880770102 | 322,762,890 | 667,086 | SH | OTR | 1 | 0 | 0 | 667,086 | |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | 910873405 | 2,342,781 | 86,100 | SH | OTR | 1 | 0 | 0 | 86,100 | |
| UNITED STS OIL FD LP | UNITS | 91232N207 | 463,014 | 4,350 | SH | OTR | 1 | 0 | 0 | 4,350 | |
| WESTERN DIGITAL CORP | COM | 958102105 | 901,601,184 | 1,411,575 | SH | OTR | 1 | 0 | 0 | 1,411,575 | |