The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,672 | 24,850 | SH | SOLE | 24,850 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 8,510 | 24,732 | SH | SOLE | 24,732 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 5,996 | 24,065 | SH | SOLE | 24,065 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 2,035 | 3,980 | SH | SOLE | 3,980 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 987 | 545 | SH | SOLE | 545 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 4,720 | 28,974 | SH | SOLE | 28,974 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 6,486 | 18,470 | SH | SOLE | 18,470 | 0 | 0 | ||
| COHERENT CORP | COM | 19247G107 | 780 | 2,710 | SH | SOLE | 2,710 | 0 | 0 | ||
| HESAI GROUP | SPONSORED ADS | 428050108 | 1,537 | 96,380 | SH | SOLE | 96,380 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 1,801 | 2,435 | SH | SOLE | 2,435 | 0 | 0 | ||
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | 20,667 | 205,275 | SH | SOLE | 205,275 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 1,105 | 5,670 | SH | SOLE | 5,670 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 858 | 2,611 | SH | SOLE | 2,611 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 5,219 | 4,900 | SH | SOLE | 4,900 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 10,086 | 19,664 | SH | SOLE | 19,664 | 0 | 0 | ||
| MYR GROUP INC DEL | COM | 55405W104 | 652 | 2,230 | SH | SOLE | 2,230 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 5,317 | 76,420 | SH | SOLE | 76,420 | 0 | 0 | ||
| NEXTRACKER INC | CLASS A COM | 65290E101 | 538 | 6,900 | SH | SOLE | 6,900 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 3,135 | 13,729 | SH | SOLE | 13,729 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 3,998 | 29,120 | SH | SOLE | 29,120 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 938 | 1,460 | SH | SOLE | 1,460 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C200 | 858 | 493 | SH | SOLE | 493 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 7,612 | 16,685 | SH | SOLE | 16,685 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 5,238 | 76,453 | SH | SOLE | 76,453 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 1,156 | 4,790 | SH | SOLE | 4,790 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 4,729 | 10,405 | SH | SOLE | 10,405 | 0 | 0 | ||