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 35,696,196 58,350 SH SOLE 58,350 0 0
AMAZON COM INC COM 023135106 28,207,517 113,215 SH SOLE 113,215 0 0
AMKOR TECHNOLOGY INC COM 031652100 4,557,060 87,000 SH SOLE 87,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 1,568,308 15,800 SH SOLE 15,800 0 0
ARISTA NETWORKS INC COM SHS 040413205 6,759,188 33,200 SH SOLE 33,200 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 26,735,618 92,300 SH SOLE 92,300 0 0
ASTERA LABS INC COM 04626A103 17,869,694 50,200 SH SOLE 50,200 0 0
AXON ENTERPRISE INC COM 05464C101 30,421 72 SH SOLE 72 0 0
BROADCOM INC COM 11135F101 18,728,612 53,329 SH SOLE 53,329 0 0
CELESTICA INC COM 15101Q207 1,825,726 5,050 SH SOLE 5,050 0 0
CIENA CORP COM NEW 171779309 35,386,056 100,580 SH SOLE 100,580 0 0
COHERENT CORP COM 19247G107 35,256,725 122,500 SH SOLE 122,500 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 9,875,853 50,700 SH SOLE 50,700 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 63,841 157 SH SOLE 157 0 0
LAM RESEARCH CORP COM NEW 512807306 4,796,246 14,600 SH SOLE 14,600 0 0
LUMENTUM HLDGS INC COM 55024U109 27,968,403 28,796 SH SOLE 28,796 0 0
MARVELL TECHNOLOGY INC COM 573874104 33,343,302 126,200 SH SOLE 126,200 0 0
MICRON TECHNOLOGY INC COM 595112103 57,849,319 54,313 SH SOLE 54,313 0 0
NVIDIA CORPORATION COM 67066G104 26,948,840 118,000 SH SOLE 118,000 0 0
SITIME CORP COM 82982T106 110,845 170 SH SOLE 170 0 0
SK HYNIX INC AMERICAN DEPOSIT 78392B206 6,104,572 33,150 SH SOLE 33,150 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 41,732,261 91,480 SH SOLE 91,480 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 33,068,700 54,300 SH SOLE 54,300 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 27,087,048 112,250 SH SOLE 112,250 0 0