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
ALAPHABET INC CAP STK CL A 02079K305 10,666,480 31,000 SH SOLE 10,666,480 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 15,135,463 152,483 SH SOLE 15,135,463 0 0
APPLOVIN CORP COM CL A 03831W108 9,264,717 31,900 SH SOLE 9,264,717 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 25,779,740 89,000 SH SOLE 25,779,740 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 52,538,430 29,000 SH SOLE 52,538,430 0 0
AST SPACEMOBILE INC COM CL A 00217D100 3,001,860 51,000 SH SOLE 3,001,860 0 0
BLOOM ENERGY CORP COM CL A 093712107 20,496,520 74,000 SH SOLE 20,496,520 0 0
BROADCOM INC COM 11135F101 114,242,107 325,300 SH SOLE 114,242,107 0 0
CELSIUS HLDGS INC COM NEW 15118V207 3,008,500 110,000 SH SOLE 3,008,500 0 0
CIENA CORP COM NEW 171779309 12,394,970 35,231 SH SOLE 12,394,970 0 0
COHERENT CORP COM 19247G107 4,029,340 14,000 SH SOLE 4,029,340 0 0
CORNING INC COM 219350105 8,195,408 53,300 SH SOLE 8,195,408 0 0
D-WAVE QUANTUM INC COM 26740W109 51,720,703 3,121,346 SH SOLE 51,720,703 0 0
EVERPURE INC CL A 74624M102 18,872,993 144,311 SH SOLE 18,872,993 0 0
IONQ INC COM 46222L108 33,723,954 768,900 SH SOLE 33,723,954 0 0
LUMENTUM HLDGS INC COM 55024U109 19,230,948 19,800 SH SOLE 19,230,948 0 0
MARVELL TECHNOLOGY INC COM 573874104 19,921,434 75,400 SH SOLE 19,921,434 0 0
MAXLINEAR INC COM 57776J100 10,376,619 114,900 SH SOLE 10,376,619 0 0
META PLATFORMS INC CL A 30303M102 22,469,702 30,985 SH SOLE 22,469,702 0 0
MICRON TECHNOLOGY INC COM 595112103 64,758,688 60,800 SH SOLE 64,758,688 0 0
NETAPP INC COM 64110D104 32,247,280 153,500 SH SOLE 32,247,280 0 0
NVIDIA CORPORATION COM 67066G104 172,906,041 757,098 SH SOLE 172,906,041 0 0
ORACLE CORP COM 68389X105 5,492,000 40,000 SH SOLE 5,492,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 156,933,454 838,992 SH SOLE 156,933,454 0 0
PALO ALTO NETWORKS INC COM 697435105 11,720,645 29,500 SH SOLE 11,720,645 0 0
PINTEREST INC CL A 72352l106 7,083,750 375,000 SH SOLE 7,083,750 0 0
QUANTUM COMPUTING INC COM 74766W108 3,061,258 362,279 SH SOLE 3,061,258 0 0
RIGETTI COMPUTING INC COMMON STOCK 76655K103 55,435,257 3,521,935 SH SOLE 55,435,257 0 0
ROCKET LAB USA INC COM 773122106 48,959,607 702,635 SH SOLE 48,959,607 0 0
SANDISK CORP COM 80004C200 111,526,949 64,100 SH SOLE 111,526,949 0 0
SEGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 40,121,790 43,500 SH SOLE 40,121,790 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 11,536,000 41,200 SH SOLE 11,536,000 0 0
SK HYNIX INC AMERICAN DEPOSIT 78392B206 32,889,190 178,600 SH SOLE 32,889,190 0 0
SYMBOTIC INC CLASS A COM 87151X101 1,142,074 27,147 SH SOLE 1,142,074 0 0
TESLA INC COM 88160R101 181,187,629 510,661 SH SOLE 181,187,629 0 0
TTM TECHNOLOGIES INC COM 87305R109 3,881,744 31,600 SH SOLE 3,881,744 0 0
UNITEDHEALTH GROUP INC COM 91324P102 15,209,593 41,434 SH SOLE 15,209,593 0 0
USA RARE EARTH INC COM 91733P107 6,467,986 459,374 SH SOLE 6,467,986 0 0
WESTERN DIGITAL CORP COM 958102105 46,173,136 101,600 SH SOLE 46,173,136 0 0