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
4D MOLECULAR THERAPEUTICS IN COM 35104E100 12,654,604 951,474 SH OTR 1 0 951,474 0
ADVANCED MICRO DEVICES INC COM 007903107 317,336,029 546,274 SH OTR 1 0 546,274 0
AEHR TEST SYS COM 00760J108 5,992,223 62,380 SH OTR 1 0 62,380 0
ALPHABET INC CAP STK CL A 02079K305 3,319,967 9,290 SH OTR 1 0 9,290 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 347,992,372 981,449 SH OTR 1 0 981,449 0
ATRENEW INC SPONSORED ADS 00138L108 1,108,832 286,520 SH OTR 1 0 286,520 0
BARRICK MNG CORP COM SHS 06849F108 55,877,349 1,521,300 SH OTR 1 0 1,521,300 0
BLOCK INC CL A 852234103 37,992,628 499,903 SH OTR 1 0 499,903 0
BLOOM ENERGY CORP COM CL A 093712107 20,704,680 68,400 SH OTR 1 0 68,400 0
COGENT BIOSCIENCES INC COM 19240Q201 9,675,000 250,000 SH OTR 1 0 250,000 0
CONSTELLATION ENERGY CORP COM 21037T109 2,980,440 12,000 SH OTR 1 0 12,000 0
CORNING INC COM 219350105 570,192,813 2,232,286 SH OTR 1 0 2,232,286 0
ENTEGRIS INC COM 29362U104 115,326,232 641,200 SH OTR 1 0 641,200 0
EQUINOX GOLD CORP COM 29446Y502 53,222,832 5,475,600 SH OTR 1 0 5,475,600 0
ERASCA INC COM 29479A108 25,195,496 1,375,300 SH OTR 1 0 1,375,300 0
FORMFACTOR INC COM 346375108 4,222,152 26,400 SH OTR 1 0 26,400 0
FRONTLINE PLC COM M46528101 9,358,510 269,000 SH OTR 1 0 269,000 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 8,292,144 1,021,200 SH OTR 1 0 1,021,200 0
GE AEROSPACE COM NEW 369604301 236,997,142 634,140 SH OTR 1 0 634,140 0
ICHOR HOLDINGS SHS G4740B105 36,473,035 324,840 SH OTR 1 0 324,840 0
INNIO NV ORDINARY SHARES N52A8C105 6,921,250 175,000 SH OTR 1 0 175,000 0
INTEL CORP COM 458140100 727,905,153 5,213,100 SH OTR 1 0 5,213,100 0
KULICKE & SOFFA INDS INC COM 501242101 106,873,437 798,994 SH OTR 1 0 798,994 0
LUMENTUM HLDGS INC COM 55024U109 343,099,581 399,855 SH OTR 1 0 399,855 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 150,854,742 396,600 SH OTR 1 0 396,600 0
MARVELL TECHNOLOGY INC COM 573874104 201,859,499 677,631 SH OTR 1 0 677,631 0
MICRON TECHNOLOGY INC COM 595112103 919,284,636 796,407 SH OTR 1 0 796,407 0
MKS INC. COM 55306N104 73,036,160 164,200 SH OTR 1 0 164,200 0
MOODYS CORP COM 615369105 183,070,264 404,200 SH OTR 1 0 404,200 0
NVIDIA CORPORATION COM 67066G104 33,715,165 168,500 SH OTR 1 0 168,500 0
ONTO INNOVATION INC COM 683344105 9,764,010 25,800 SH OTR 1 0 25,800 0
PAYPAY CORP SPONSORED ADS 70450C101 30,882,253 2,155,077 SH OTR 1 0 2,155,077 0
PDD HOLDINGS INC SPONSORED ADS 722304102 1,244,584 16,316 SH OTR 1 0 16,316 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100 113,043,182 692,200 SH OTR 1 0 692,200 0
QUALCOMM INC COM 747525103 200,368,721 1,084,305 SH OTR 1 0 1,084,305 0
S&P GLOBAL INC COM 78409V104 140,830,508 345,800 SH OTR 1 0 345,800 0
SANDISK CORP COM 80004C200 39,108,156 17,200 SH OTR 1 0 17,200 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 204,097,500 211,500 SH OTR 1 0 211,500 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 619,748,320 1,297,712 SH OTR 1 0 1,297,712 0
TEXAS INSTRS INC COM 882508104 78,273,182 262,600 SH OTR 1 0 262,600 0
WESTERN DIGITAL CORP COM 958102105 510,976 800 SH OTR 1 0 800 0
WORLD GOLD TR SPDR GLD MINIS 98149E303 118,153,134 1,487,700 SH OTR 1 0 1,487,700 0
ZOOM COMMUNICATIONS INC CL A 98980L101 24,227,217 280,700 SH OTR 1 0 280,700 0