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 14,053,962 22,973 SH SOLE 22,973 0 0
ARGAN INC COM 04010E109 4,044,821 10,702 SH SOLE 10,702 0 0
ARGENX SE SPONSORED ADR 04016X101 5,828,255 6,078 SH SOLE 6,078 0 0
ARISTA NETWORKS INC COM SHS 040413205 14,182,377 69,661 SH SOLE 69,661 0 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 9,304,430 209,276 SH SOLE 209,276 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 13,077,236 7,218 SH SOLE 7,218 0 0
CELESTICA INC COM 15101Q207 7,094,871 19,630 SH SOLE 19,630 0 0
COHERENT CORP COM 19247G107 5,421,477 18,837 SH SOLE 18,837 0 0
MICRON TECHNOLOGY INC COM 595112103 15,673,303 14,715 SH SOLE 14,715 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 11,746,951 62,801 SH SOLE 62,801 0 0
SANDISK CORP COM 80004C200 18,282,764 10,508 SH SOLE 10,508 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 19,342,417 20,971 SH SOLE 20,971 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 5,926,598 26,059 SH SOLE 26,059 0 0
ALPHABET INC CAP STK CL A 02079K305 15,750,684 45,776 SH SOLE 45,776 0 0
AMAZON COM INC COM 023135106 5,240,180 21,032 SH SOLE 21,032 0 0
BROADCOM INC COM 11135F101 14,284,007 40,673 SH SOLE 40,673 0 0
CHENIERE ENERGY INC COM NEW 16411R208 11,064,132 41,126 SH SOLE 41,126 0 0
DELL TECHNOLOGIES INC CL C 24703L202 14,618,834 27,175 SH SOLE 27,175 0 0
ELI LILLY & CO COM 532457108 12,005,232 10,375 SH SOLE 10,375 0 0
GE AEROSPACE COM NEW 369604301 15,990,242 51,203 SH SOLE 51,203 0 0
GE VERNOVA INC COM 36828A101 9,855,637 10,369 SH SOLE 10,369 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 15,409,182 241,183 SH SOLE 241,183 0 0
LAM RESEARCH CORP COM NEW 512807306 8,923,974 27,165 SH SOLE 27,165 0 0
MARVELL TECHNOLOGY INC COM 573874104 7,643,077 28,928 SH SOLE 28,928 0 0
NVIDIA CORPORATION COM 67066G104 19,160,039 83,895 SH SOLE 83,895 0 0
SLB LIMITED COM STK 806857108 4,472,691 91,804 SH SOLE 91,804 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 16,241,733 35,603 SH SOLE 35,603 0 0
TARGA RES CORP COM 87612G101 5,108,869 18,900 SH SOLE 18,900 0 0
TWILIO INC CL A 90138F102 8,938,455 30,563 SH SOLE 30,563 0 0
WESTERN DIGITAL CORP COM 958102105 5,212,202 11,469 SH SOLE 11,469 0 0
VENTURE GLOBAL INC COM CL A 92333F101 2,241,616 177,343 SH SOLE 177,343 0 0
APPLE INC COM 037833100 3,576,244 10,739 SH SOLE 10,739 0 0
VANGUARD INDEX FDS MRNGSTR GRWT ETF 922908736 457,218 5,074 SH SOLE 5,074 0 0
META PLATFORMS INC CL A 30303M102 11,090,928 15,294 SH SOLE 15,294 0 0
MICROSOFT CORP COM 594918104 342,824 668 SH SOLE 668 0 0
USA RARE EARTH INC COM 91733P107 146,756 10,423 SH SOLE 10,423 0 0
SPDR GOLD TR GOLD SHS 78463V107 1,256,772 3,300 SH SOLE 3,300 0 0
ISHARES TR CORE S&P500 ETF 464287200 400,996 524 SH SOLE 524 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 226,511 2,282 SH SOLE 2,282 0 0
ASTERA LABS INC COM 04626A103 249,891 702 SH SOLE 702 0 0
AVNET INC COM 053807103 213,193 2,133 SH SOLE 2,133 0 0
DATADOG INC CL A COM 23804L103 319,857 1,168 SH SOLE 1,168 0 0
SITIME CORP COM 82982T106 331,883 509 SH SOLE 509 0 0
VICOR CORP COM 925815102 218,728 757 SH SOLE 757 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 213,571 6,765 SH SOLE 6,765 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 462,879 660 SH SOLE 660 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 242,583 266 SH SOLE 266 0 0
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 313,434 1,601 SH SOLE 1,601 0 0
WALMART INC COM 931142103 842,687 8,109 SH SOLE 8,109 0 0
CATERPILLAR INC COM 149123101 935,652 1,154 SH SOLE 1,154 0 0
SOUTHERN CO COM 842587107 286,223 3,453 SH SOLE 3,453 0 0
ICECURE MED LTD ORD SHS NEW M53071201 3,034 20,000 SH SOLE 20,000 0 0
EATON CORP PLC SHS G29183103 313,688 730 SH SOLE 730 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 261,946 9,745 SH SOLE 9,745 0 0