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 36,728,616 63,226 SH SOLE 63,226 0 0
ALPHABET INC CAP STK CL A 02079K305 14,812,987 41,450 SH SOLE 41,450 0 0
AMAZON COM INC COM 023135106 54,002,839 226,579 SH SOLE 226,579 0 0
ANALOG DEVICES COM 032654105 14,397,413 36,250 SH SOLE 36,250 0 0
APPLIED AEROSPACE & DEFENSE COM 03815J107 2,517,190 110,500 SH SOLE 110,500 0 0
APPLIED MATERIALS COM 038222105 39,134,544 54,128 SH SOLE 54,128 0 0
APPLIED OPTOELR COM 03823U102 10,643,074 71,835 SH SOLE 71,835 0 0
APPLOVIN CORP COM CL A 03831W108 35,383,420 68,675 SH SOLE 68,675 0 0
ARISTA NETWORKS INC COM SHS 040413205 10,584,204 62,304 SH SOLE 62,304 0 0
BBB FOODS INC COM CL A G0896C103 2,671,047 64,100 SH SOLE 64,100 0 0
BLOOM ENERGY CORP COM CL A 093712107 17,412,818 57,525 SH SOLE 57,525 0 0
BORR DRILLING LTD COM G1466R173 3,622,010 877,000 SH SOLE 877,000 0 0
BROADCOM INC COM 11135F101 26,372,239 69,814 SH SOLE 69,814 0 0
C3.AI INC COM CL A 12468P104 3,294,671 362,450 SH SOLE 362,450 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 15,046,500 75,000 SH SOLE 75,000 0 0
CAREDX INC COM 14167L103 11,081,142 388,812 SH SOLE 388,812 0 0
COHERENT CORP COM 19247G107 36,437,588 92,371 SH SOLE 92,371 0 0
CROWDSTRIKE HOLDINGS INC COM CL A 22788C105 15,652,765 20,511 SH SOLE 20,511 0 0
DATADOG INC COM CL A 23804L103 1,171,620 4,500 SH SOLE 4,500 0 0
DELL TECHNOLOGIES COM CL C 24703L202 16,179,750 37,500 SH SOLE 37,500 0 0
DELTA AIR LINES INC COM 247361702 12,536,391 133,850 SH SOLE 133,850 0 0
DPC HOLDINGS PLC COM G2R11M108 261,490 5,330 SH SOLE 5,330 0 0
DUOLINGO COM 26603R106 172,530 1,500 SH SOLE 1,500 0 0
D-WAVE QUANTUM INC COM 26740W109 1,314,652 54,800 SH SOLE 54,800 0 0
EMBRAER SA SPONSORED ADS 29082A107 7,793,872 122,161 SH SOLE 122,161 0 0
FABRINET COM G3323L100 7,250,832 12,900 SH SOLE 12,900 0 0
FORGENT POWER SOLUTIONS INC COM CL A 34631F102 6,103,710 109,268 SH SOLE 109,268 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200 39,264,368 571,950 SH SOLE 571,950 0 0
GENERAL MILLS COM 370334104 2,470,800 71,000 SH SOLE 71,000 0 0
HUT 8 MINING CORP COM 44812J104 7,011,898 60,738 SH SOLE 60,738 0 0
INTEL CORP COM 458140100 13,739,592 98,400 SH SOLE 98,400 0 0
KRATOS DEFENSE & SECURITY SOLTNS INC COM 50077B207 7,131,276 143,026 SH SOLE 143,026 0 0
LAM RESEARCH COM 512807306 38,551,637 88,966 SH SOLE 88,966 0 0
LUMENTUM HLDGS INC COM 55024U109 31,364,667 36,553 SH SOLE 36,553 0 0
LUXEXPERIENCE BV SPONSORED ADS 55406W103 4,383,700 590,000 SH SOLE 590,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 14,368,128 48,233 SH SOLE 48,233 0 0
META PLATFORMS INC CL A 30303M102 14,938,451 26,520 SH SOLE 26,520 0 0
MICROCHIP TECHNOLOGY COM 595017104 11,458,733 125,644 SH SOLE 125,644 0 0
MICRON TECHNOLOGY INC COM 595112103 47,761,057 41,377 SH SOLE 41,377 0 0
MICROSOFT CORP COM 594918104 10,892,184 29,200 SH SOLE 29,200 0 0
NATERA INC COM 632307104 22,254,014 81,982 SH SOLE 81,982 0 0
NETFLIX INC COM 64110L106 7,211,400 101,000 SH SOLE 101,000 0 0
NVIDIA CORPORATION COM 67066G104 29,336,195 146,615 SH SOLE 146,615 0 0
NXP SEMICONDUCTORS NV COM N6596X109 22,285,960 79,301 SH SOLE 79,301 0 0
OLD NATL BNCP COM 680033107 2,590,000 100,000 SH SOLE 100,000 0 0
ONTO INNOVATION INC COM 683344105 12,337,470 32,600 SH SOLE 32,600 0 0
PLANET LABS PBC COM 72703X106 21,872,426 660,200 SH SOLE 660,200 0 0
PORCH GROUP INC COM 733245104 10,433,820 693,738 SH SOLE 693,738 0 0
QUANTA SVCS INC COM 74762E102 14,292,794 19,850 SH SOLE 19,850 0 0
QUANTINUUM INC COM CL A 74768A104 3,351,340 41,000 SH SOLE 41,000 0 0
QXO INC COM 82846H405 10,348,992 598,900 SH SOLE 598,900 0 0
REVOLUTION MEDICINES INC COM 76155X100 22,511,056 120,200 SH SOLE 120,200 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 4,674,363 42,100 SH SOLE 42,100 0 0
SANDISK CORP COM 80004C200 74,144,062 32,609 SH SOLE 32,609 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 17,219,460 17,844 SH SOLE 17,844 0 0
SIRIUSPOINT LTD COM G8192H106 9,536,400 397,350 SH SOLE 397,350 0 0
SNOWFLAKE INC COM CL A 833445109 3,690,250 14,500 SH SOLE 14,500 0 0
SOLARIS ENERGY INFRASTRUCTURE COM 83418M103 13,891,419 172,650 SH SOLE 172,650 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 12,406,152 27,021 SH SOLE 27,021 0 0
STEM INC COM 85859N300 64,839 8,302 SH SOLE 8,302 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 30,912,151 64,728 SH SOLE 64,728 0 0
TALEN ENERGY CORP COM 87422Q109 6,782,189 17,650 SH SOLE 17,650 0 0
TAMBORAN RESOURCES CORP COM 87507T101 2,617,055 80,500 SH SOLE 80,500 0 0
TERADYNE INC COM 880770102 18,402,371 38,034 SH SOLE 38,034 0 0
TERAWULF INC COM 88080T104 15,758,155 637,982 SH SOLE 637,982 0 0
THREDUP INC COM CL A 88556E102 7,904,900 1,154,000 SH SOLE 1,154,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 21,261,740 63,502 SH SOLE 63,502 0 0
VIAVI SOLUTIONS INC COM 925550105 1,858,621 38,924 SH SOLE 38,924 0 0
VISA INC COM CL A 92826C839 26,469,394 77,150 SH SOLE 77,150 0 0
XOMETRY INC COM CL A 98423F109 9,907,778 102,650 SH SOLE 102,650 0 0