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
ABBOTT LABORATORIES COM 002824100 203,582 2,244 SH SOLE 2,244 0 0
ADVANCED MICRO DEVICES INC COM 007903107 7,261,375 12,500 SH SOLE 12,500 0 0
ALPHABET INC CAP STK CL C 02079K107 4,704,867 13,316 SH SOLE 13,316 0 0
ALPHABET INC CAP STK CL A 02079K305 8,771,212 24,550 SH SOLE 24,550 0 0
AMAZON COM INC COM 023135106 17,590,207 73,803 SH SOLE 73,803 0 0
AMBARELLA INC SHS G037AX101 1,029,600 12,000 SH SOLE 12,000 0 0
APPLE INC COM 037833100 11,482,873 39,684 SH OTR 2 0 39,684 0
APPLIED MATLS INC COM 038222105 10,122,000 14,000 SH SOLE 14,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 1,926,080 13,000 SH SOLE 13,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 2,127,420 6,000 SH SOLE 6,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,999,897 9,992 SH SOLE 9,992 0 0
BLOOM ENERGY CORP COM CL A 093712107 2,419,840 8,000 SH SOLE 8,000 0 0
CHURCHILL CAP CORP XI CL A ORD SHS G2131A108 1,396,000 80,000 SH SOLE 80,000 0 0
COGNEX CORP COM 192422103 1,086,300 15,000 SH SOLE 15,000 0 0
COHERENT CORP COM 19247G107 2,760,170 7,000 SH SOLE 7,000 0 0
CORNING INC COM 219350105 6,768,498 26,500 SH SOLE 26,500 0 0
ELI LILLY & CO COM 532457108 533,746 445 SH SOLE 445 0 0
ENPHASE ENERGY INC COM 29355A107 886,320 18,000 SH SOLE 18,000 0 0
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 305,877 3,960 SH SOLE 3,960 0 0
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 300,243 6,902 SH SOLE 6,902 0 0
INTEL CORP COM 458140100 19,980,951 143,099 SH SOLE 143,099 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 541,412,586 735,215 SH OTR 1, 2 0 735,215 0
ISHARES INC MSCI EMRG CHN 46434G764 58,474,159 571,595 SH OTR 1, 2 0 571,595 0
ISHARES SILVER TR ISHARES 46428Q109 494,277 9,244 SH SOLE 9,244 0 0
ISHARES TR CORE S&P MCP ETF 464287507 7,080,627 91,825 SH OTR 2 0 91,825 0
ISHARES TR US AER DEF ETF 464288760 2,042,598 8,426 SH SOLE 8,426 0 0
JOHNSON & JOHNSON COM 478160104 406,433 1,600 SH OTR 2 0 1,600 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 5,601,600 16,000 SH SOLE 16,000 0 0
KLA CORP COM NEW 482480100 10,861,560 36,000 SH SOLE 36,000 0 0
LAM RESEARCH CORP COM NEW 512807306 17,333,200 40,000 SH SOLE 40,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,141,440 14,000 SH SOLE 14,000 0 0
LUMENTUM HLDGS INC COM 55024U109 3,003,210 3,500 SH SOLE 3,500 0 0
MARVELL TECHNOLOGY INC COM 573874104 7,447,250 25,000 SH SOLE 25,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 384,173 748 SH SOLE 748 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 1,915,200 21,000 SH SOLE 21,000 0 0
MICRON TECHNOLOGY INC COM 595112103 6,348,595 5,500 SH SOLE 5,500 0 0
MICROSOFT CORP COM 594918104 2,192,783 5,878 SH SOLE 5,878 0 0
NVIDIA CORPORATION COM 67066G104 6,602,970 33,000 SH SOLE 33,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,079,880 22,000 SH SOLE 22,000 0 0
PIMCO ETF TR ACTIVE BD ETF 72201R775 286,289 3,105 SH SOLE 3,105 0 0
QORVO INC COM 74736K101 1,399,050 15,000 SH SOLE 15,000 0 0
RTX CORPORATION COM 75513E101 790,290 4,165 SH OTR 2 0 4,165 0
SANDISK CORP COM 80004C200 23,874,165 10,500 SH SOLE 10,500 0 0
SEMTECH CORP COM 816850101 1,780,350 11,000 SH SOLE 11,000 0 0
SITIME CORP COM 82982T106 1,118,340 1,500 SH SOLE 1,500 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 1,608,600 20,000 SH SOLE 20,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 628,456 1,706 SH SOLE 1,706 0 0
SPDR SERIES TRUST ST STR PFD ETF 78464A292 337,095 11,041 SH SOLE 11,041 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 10,976,520 23,000 SH SOLE 23,000 0 0
TERADYNE INC COM 880770102 2,903,040 6,000 SH SOLE 6,000 0 0
TESLA INC COM 88160R101 2,733,900 6,500 SH SOLE 6,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 576,720 8,000 SH SOLE 8,000 0 0
VISA INC COM CL A 92826C839 449,105 1,309 SH SOLE 1,309 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,559,040 29,000 SH SOLE 29,000 0 0
WOLFSPEED INC COMMON STOCK 97785W106 1,013,250 21,000 SH SOLE 21,000 0 0