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
AEHR TEST SYS COM 00760J108 14,918,022 155,299 SH SOLE 155,299 0 0
AEROVIRONMENT INC COM 008073108 1,221,518 7,400 SH SOLE 7,400 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,450,494 108,882 SH SOLE 108,882 0 0
ALPHABET INC CAP STK CL C 02079K107 10,105,238 28,600 SH SOLE 28,600 0 0
APPLOVIN CORP COM CL A 03831W108 4,167,695 8,089 SH SOLE 8,089 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 10,565,831 29,799 SH SOLE 29,799 0 0
AXT Inc AXT INC 00246W103 8,293,020 115,053 SH SOLE 115,053 0 0
BLOOM ENERGY CORP COM CL A 093712107 2,666,182 8,808 SH SOLE 8,808 0 0
COMFORT SYS USA INC COM 199908104 12,424,845 6,269 SH SOLE 6,269 0 0
CORNING INC COM 219350105 795,920 3,116 SH SOLE 3,116 0 0
DIGI PWR X INC COM SUB VTG 25380B102 12,732,028 2,336,152 SH SOLE 2,336,152 0 0
GE AEROSPACE COM NEW 369604301 19,218,318 51,423 SH SOLE 51,423 0 0
GE VERNOVA INC COM 36828A101 21,046,442 17,914 SH SOLE 17,914 0 0
HOWMET AEROSPACE INC COM 443201108 10,645,512 39,595 SH SOLE 39,595 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 7,858,038 236,048 SH SOLE 236,048 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 31,602,716 216,294 SH SOLE 216,294 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 4,954,976 385,002 SH SOLE 385,002 0 0
KLA CORP COM NEW 482480100 14,472,425 47,968 SH SOLE 47,968 0 0
MICRON TECHNOLOGY INC COM 595112103 5,011,927 4,342 SH SOLE 4,342 0 0
NVIDIA CORPORATION COM 67066G104 49,240,948 246,094 SH SOLE 246,094 0 0
ORACLE CORP COM 68389X105 21,593,410 147,345 SH SOLE 147,345 0 0
QUANTA SVCS INC COM 74762E102 22,206,034 30,840 SH SOLE 30,840 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 1,927,301 11,280 SH SOLE 11,280 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 27,986,543 373,702 SH SOLE 373,702 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 68,106,258 142,610 SH SOLE 142,610 0 0
TEMPUS AI INC CL A 88023B103 12,605,047 217,591 SH SOLE 217,591 0 0
TESLA INC COM 88160R101 57,904,002 137,670 SH SOLE 137,670 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 3,922,068 72,928 SH SOLE 72,928 0 0