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
ADVANCED MICRO DEVICES INC COM 007903107 15,103,660 26,000 SH SOLE 26,000 0 0
AFFIRM HLDGS INC COM CL A 00827B106 9,121,123 111,847 SH SOLE 111,847 0 0
AIRBNB INC COM CL A 009066101 7,155,000 50,000 SH SOLE 50,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,799,000 50,000 SH SOLE 50,000 0 0
AMAZON COM INC COM 023135106 11,440,320 48,000 SH SOLE 48,000 0 0
APPLIED MATLS INC COM 038222105 49,222,563 68,081 SH SOLE 68,081 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 1,481,600 10,000 SH SOLE 10,000 0 0
ARISTA NETWORKS INC COM SHS 040413205 9,683,160 57,000 SH SOLE 57,000 0 0
ASTERA LABS INC COM 04626A103 4,347,180 9,000 SH SOLE 9,000 0 0
AT&T INC COM 00206R102 15,300,633 739,161 SH SOLE 739,161 0 0
ATLASSIAN CORPORATION CL A 049468101 7,312,260 94,000 SH SOLE 94,000 0 0
BAIDU INC SPON ADR REP A 056752108 9,143,200 80,000 SH SOLE 80,000 0 0
BLOCK INC CL A 852234103 6,840,000 90,000 SH SOLE 90,000 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 1,105,000 5,000 SH SOLE 5,000 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 375,780 6,000 SH SOLE 6,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,260,300 110,000 SH SOLE 110,000 0 0
COHERENT CORP COM 19247G107 7,494,930 19,000 SH SOLE 19,000 0 0
CORNING INC COM 219350105 5,108,600 20,000 SH SOLE 20,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 10,226,076 13,400 SH SOLE 13,400 0 0
DATADOG INC CL A COM 23804L103 14,433,577 55,437 SH SOLE 55,437 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 2,983,570 19,000 SH SOLE 19,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 6,298,742 24,616 SH SOLE 24,616 0 0
F5 INC COM 315616102 8,292,995 19,937 SH SOLE 19,937 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 2,916,000 75,000 SH SOLE 75,000 0 0
FIGMA INC CLASS A COM STK 316841105 2,351,700 130,000 SH SOLE 130,000 0 0
FLEX LTD ORD Y2573F102 15,233,121 93,991 SH SOLE 93,991 0 0
FORTINET INC COM 34959E109 13,825,800 90,000 SH SOLE 90,000 0 0
GLOBAL PMTS INC COM 37940X102 13,065,444 180,064 SH SOLE 180,064 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 7,217,600 160,000 SH SOLE 160,000 0 0
HUBSPOT INC COM 443573100 5,110,280 28,000 SH SOLE 28,000 0 0
JD.COM INC SPON ADS CL A 47215P106 4,708,449 184,790 SH SOLE 184,790 0 0
JFROG LTD ORD SHS M6191J100 5,998,080 66,000 SH SOLE 66,000 0 0
LAM RESEARCH CORP COM NEW 512807306 21,666,500 50,000 SH SOLE 50,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 11,468,156 30,150 SH SOLE 30,150 0 0
META PLATFORMS INC CL A 30303M102 12,955,670 23,000 SH SOLE 23,000 0 0
MICRON TECHNOLOGY INC COM 595112103 28,857,250 25,000 SH SOLE 25,000 0 0
MKS INC. COM 55306N104 10,839,331 24,369 SH SOLE 24,369 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 5,379,515 19,479 SH SOLE 19,479 0 0
NOKIA CORP SPONSORED ADR 654902204 10,849,322 816,967 SH SOLE 816,967 0 0
NVIDIA CORPORATION COM 67066G104 9,004,050 45,000 SH SOLE 45,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 546,603 1,945 SH SOLE 1,945 0 0
OKTA INC CL A 679295105 7,095,400 52,000 SH SOLE 52,000 0 0
ORACLE CORP COM 68389X105 3,611,432 24,643 SH SOLE 24,643 0 0
QORVO INC COM 74736K101 1,817,646 19,488 SH SOLE 19,488 0 0
QUANTINUUM INC CL A COM 74768A104 1,634,800 20,000 SH SOLE 20,000 0 0
REDDIT INC CL A 75734B100 2,823,452 16,266 SH SOLE 16,266 0 0
ROBINHOOD MKTS INC COM CL A 770700102 6,597,020 65,786 SH SOLE 65,786 0 0
SALESFORCE INC COM 79466L302 15,666,000 100,000 SH SOLE 100,000 0 0
SEA LTD SPONSORD ADS 81141R100 3,833,200 40,000 SH SOLE 40,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 47,285,000 49,000 SH SOLE 49,000 0 0
SENTINELONE INC CL A 81730H109 2,358,830 139,000 SH SOLE 139,000 0 0
SNOWFLAKE INC COM SHS 833445109 10,689,000 42,000 SH SOLE 42,000 0 0
SPDR SERIES TRUST SP O&G EXPL PRO 78468R556 13,952,817 90,450 SH SOLE 90,450 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 4,018,765 8,753 SH SOLE 8,753 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 26,660,840 356,000 SH SOLE 356,000 0 0
T-MOBILE US INC COM 872590104 8,386,500 50,000 SH SOLE 50,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,057,355 32,232 SH SOLE 32,232 0 0
TEXAS INSTRS INC COM 882508104 37,258,750 125,000 SH SOLE 125,000 0 0
UNITY SOFTWARE INC COM 91332U101 3,886,880 136,000 SH SOLE 136,000 0 0
VISA INC COM CL A 92826C839 25,075,762 73,088 SH SOLE 73,088 0 0
WALMART INC COM 931142103 4,468,334 39,452 SH SOLE 39,452 0 0
WAYFAIR INC CL A 94419L101 7,029,465 76,060 SH SOLE 76,060 0 0