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 61,431,813 105,751 SH SOLE 86,353 0 19,398
AIRBNB INC COM CL A 009066101 35,465,332 247,836 SH SOLE 200,343 0 47,493
ALLIENT INC COM 019330109 22,668,994 220,237 SH SOLE 181,200 0 39,037
AMKOR TECHNOLOGY INC COM 031652100 5,682,126 65,895 SH SOLE 52,740 0 13,155
AMPRIUS TECHNOLOGIES INC COMMON STOCK 03214Q108 11,626,974 838,887 SH SOLE 675,403 0 163,484
APPLIED DIGITAL CORP COM NEW 038169207 9,902,180 265,474 SH SOLE 213,780 0 51,694
BABCOCK & WILCOX ENTERPRISES COM 05614L209 4,697,457 333,153 SH SOLE 269,663 0 63,490
CELESTICA INC COM 15101Q207 51,058,867 139,964 SH SOLE 113,349 0 26,615
CIENA CORP COM NEW 171779309 39,881,547 81,298 SH SOLE 65,376 0 15,922
CIPHER DIGITAL INC COM 17253J106 16,364,310 667,931 SH SOLE 540,557 0 127,374
CLOUDFLARE INC CL A COM 18915M107 5,785,910 23,589 SH SOLE 18,983 0 4,606
COHERENT CORP COM 19247G107 50,998,265 129,283 SH SOLE 104,345 0 24,938
DIGITAL RLTY TR INC COM 253868103 15,940,239 88,764 SH SOLE 72,093 0 16,671
DYCOM INDS INC COM NEW 267475101 19,957,154 39,473 SH SOLE 31,861 0 7,612
EXTREME NETWORKS INC COM 30226D106 46,097,955 1,424,095 SH SOLE 1,171,478 0 252,617
F5 INC COM 315616102 21,321,278 51,258 SH SOLE 41,458 0 9,800
FLEX LTD ORD Y2573F102 61,559,696 379,834 SH SOLE 307,619 0 72,215
GLOBAL-E ONLINE LTD SHS M5216V106 12,266,636 353,200 SH SOLE 283,833 0 69,367
GUIDEWIRE SOFTWARE INC COM 40171V100 13,932,952 113,230 SH SOLE 90,943 0 22,287
HINGE HEALTH INC CL A 433313103 46,581,592 561,224 SH SOLE 455,297 0 105,927
INTERDIGITAL INC COM 45867G101 52,205,774 184,388 SH SOLE 178,243 0 6,145
KULICKE & SOFFA INDS INC COM 501242101 44,780,307 334,781 SH SOLE 270,308 0 64,473
LIONSGATE STUDIOS CORP COM 53626N102 16,082,313 1,050,445 SH SOLE 852,745 0 197,700
LIVE NATION ENTERTAINMENT IN COM 538034109 39,558,535 216,037 SH SOLE 176,038 0 39,999
MAXLINEAR INC COM 57776J100 3,505,077 27,377 SH SOLE 26,857 0 520
MICRON TECHNOLOGY INC COM 595112103 5,175,836 4,484 SH SOLE 2,509 0 1,975
NOKIA CORP SPONSORED ADR 654902204 25,323,659 1,906,902 SH SOLE 1,540,394 0 366,508
OUSTER INC COM NEW 68989M202 28,087,985 449,264 SH SOLE 365,000 0 84,264
PDF SOLUTIONS INC COM 693282105 26,176,443 369,776 SH SOLE 297,736 0 72,040
QUANTINUUM INC CL A COM 74768A104 38,365,078 469,355 SH SOLE 381,414 0 87,941
RAMBUS INC DEL COM 750917106 38,721,984 291,713 SH SOLE 237,541 0 54,172
ROCKET LAB CORP COM 773121108 22,479,186 221,143 SH SOLE 179,023 0 42,120
SPHERE ENTERTAINMENT CO CL A 55826T102 12,783,110 73,878 SH SOLE 60,843 0 13,035
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 34,504,489 138,029 SH SOLE 110,423 0 27,606
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 99,807,657 382,933 SH SOLE 372,581 0 10,352
TWILIO INC CL A 90138F102 41,544,958 201,352 SH SOLE 165,007 0 36,345
UNIVERSAL TECHNICAL INST INC COM 913915104 38,070,133 890,113 SH SOLE 721,921 0 168,192