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
10X GENOMICS INC CL A COM 88025U109 633 16,500 SH SOLE 16,500 0 0
ADVANCED ENERGY INDS COM 007973100 584 1,566 SH SOLE 1,566 0 0
ADVANCED MICRO DEVICES INC COM 007903107 7,552 13,000 SH SOLE 13,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,128 18,000 SH SOLE 18,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,356 107,900 SH SOLE 107,900 0 0
ALPHABET INC CAP STK CL A 02079K305 33,521 93,798 SH SOLE 93,798 0 0
AMAZON COM INC COM 023135106 30,894 129,622 SH SOLE 129,622 0 0
ANALOG DEVICES INC COM 032654105 6,446 16,230 SH SOLE 16,230 0 0
APPLE INC COM 037833100 14,034 48,500 SH SOLE 48,500 0 0
APPLIED MATLS INC COM 038222105 11,351 15,700 SH SOLE 15,700 0 0
APPLOVIN CORP COM CL A 03831W108 16,170 31,384 SH SOLE 31,384 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 2,943 8,300 SH SOLE 8,300 0 0
BOOKING HOLDINGS INC COM 09857L108 5,704 32,000 SH SOLE 32,000 0 0
BROADCOM INC COM 11135F101 18,303 48,454 SH SOLE 48,454 0 0
CARIS LIFE SCIENCES INC COM 142152107 3,754 210,670 SH SOLE 210,670 0 0
COHERENT CORP COM 19247G107 2,525 6,400 SH SOLE 6,400 0 0
CRH PLC ORD G25508105 3,413 31,900 SH SOLE 31,900 0 0
DIODES INC COM 254543101 511 4,666 SH SOLE 4,666 0 0
DOORDASH INC CL A 25809K105 6,126 33,200 SH SOLE 33,200 0 0
DUOLINGO INC CL A COM 26603R106 3,382 29,400 SH SOLE 29,400 0 0
ENTRAVISION COMMUNICATIONS C CL A 29382R107 436 33,472 SH SOLE 33,472 0 0
FIVERR INTL LTD ORD SHS M4R82T106 111 10,742 SH SOLE 10,742 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 5,495 183,000 SH SOLE 183,000 0 0
GE VERNOVA INC COM 36828A101 1,997 1,700 SH SOLE 1,700 0 0
HESAI GROUP SPONSORED ADS 428050108 7,852 430,974 SH SOLE 430,974 0 0
HONEYWELL INTL INC COM 438516205 2,664 11,900 SH SOLE 11,900 0 0
HONEYWELL AEROSPACE INC COM 43849R105 2,631 11,900 SH SOLE 11,900 0 0
HUBSPOT INC COM 443573100 6,844 37,500 SH SOLE 37,500 0 0
INNIO NV ORDINARY SHARES N52A8C105 1,068 27,000 SH SOLE 27,000 0 0
INTEL CORP COM 458140100 1,745 12,500 SH SOLE 12,500 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 69,997 95,053 SH SOLE 95,053 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718 4,735 47,033 SH SOLE 47,033 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 4,978 16,570 SH SOLE 16,570 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 3,100 342,500 SH SOLE 342,500 0 0
LUMENTUM HLDGS INC COM 55024U109 1,545 1,800 SH SOLE 1,800 0 0
MARVELL TECHNOLOGY INC COM 573874104 2,115 7,100 SH SOLE 7,100 0 0
MERCADOLIBRE INC COM 58733R102 5,024 2,960 SH SOLE 2,960 0 0
META PLATFORMS INC CL A 30303M102 25,674 45,579 SH SOLE 45,579 0 0
MICRON TECHNOLOGY INC COM 595112103 13,274 11,500 SH SOLE 11,500 0 0
MICROSOFT CORP COM 594918104 31,528 84,520 SH SOLE 84,520 0 0
MKS INSTRS INC COM 55306N104 870 1,957 SH SOLE 1,957 0 0
MODINE MFG CO COM 607828100 1,575 5,900 SH SOLE 5,900 0 0
NEBIUS GROUP NV SHS CLASS A N97284908 8,755 31,700 SH SOLE 31,700 0 0
NETFLIX INC COM 64110L106 5,548 77,700 SH SOLE 77,700 0 0
NVIDIA CORPORATION COM 67066G104 14,805 73,990 SH SOLE 73,990 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,191 12,600 SH SOLE 12,600 0 0
PALO ALTO NETWORKS INC COM 697435105 3,410 10,000 SH SOLE 10,000 0 0
POOL CORP COM 73278L105 3,739 17,400 SH SOLE 17,400 0 0
QUALCOMM INC COM 747525103 2,236 12,102 SH SOLE 12,102 0 0
QUANTA SVCS INC COM 74762E102 1,656 2,300 SH SOLE 2,300 0 0
REDDIT INC CL A 75734B100 2,465 14,200 SH SOLE 14,200 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,871 3,000 SH SOLE 3,000 0 0
ROBLOX CORP CL A 771049103 1,207 22,200 SH SOLE 22,200 0 0
SALESFORCE INC COM 79466L302 5,483 35,000 SH SOLE 35,000 0 0
SEMTECH CORP COM 816850101 1,473 9,100 SH SOLE 9,100 0 0
SERVICENOW INC COM 81762P102 7,793 78,500 SH SOLE 78,500 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 7,983 106,600 SH SOLE 106,600 0 0
STRYKER CORPORATION COM 863667101 3,967 12,600 SH SOLE 12,600 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 911 31,050 SH SOLE 31,050 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 11,432 23,937 SH SOLE 23,937 0 0
TESLA INC COM 88160R101 3,382 8,040 SH SOLE 8,040 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 1,772 6,800 SH SOLE 6,800 0 0
TRIP COM GROUP LTD ADS 89677Q107 1,299 32,600 SH SOLE 32,600 0 0
TWIST BIOSCIENCE CORP COM 90184D100 2,449 23,800 SH SOLE 23,800 0 0
UPSTART HLDGS INC COM 91680M107 6,852 193,400 SH SOLE 193,400 0 0
VEECO INSTRS INC DEL COM 922417100 1,516 20,000 SH SOLE 20,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 1,808 5,400 SH SOLE 5,400 0 0
VICOR CORP COM 925815102 2,089 5,500 SH SOLE 5,500 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 3,579 66,550 SH SOLE 66,550 0 0
VISTRA CORP COM 92840M102 3,188 20,100 SH SOLE 20,100 0 0
WESTERN DIGITAL CORP. COM 958102105 2,044 3,200 SH SOLE 3,200 0 0
YUM BRANDS INC COM 988498101 2,558 16,000 SH SOLE 16,000 0 0