The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
| |||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||||||
| 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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 71,474,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 19,894,400 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| GE VERNOVA INC | COM | 36828A101 | 11,748,600 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 6,981,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 25,741,800 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | 13,808,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 73,275,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | 256,290,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 95,514,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||