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 |
| AMAZON COM INC | COM | 023135106 | 4,075,347 | 16,357 | SH | SOLE | 16,357 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037AX101 | 2,482,133 | 35,709 | SH | SOLE | 35,709 | 0 | 0 | ||
| AMPHENOL CORP | CL A | 032095101 | 3,230,966 | 38,327 | SH | SOLE | 38,327 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 3,191,929 | 8,046 | SH | SOLE | 8,046 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 3,944,390 | 11,946 | SH | SOLE | 11,946 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 447,297 | 1,288 | SH | SOLE | 1,288 | 0 | 0 | ||
| COMFORT SYS USA INC | COM | 199908104 | 2,701,129 | 1,633 | SH | SOLE | 1,633 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 2,356,833 | 15,328 | SH | SOLE | 15,328 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 832,230 | 3,039 | SH | SOLE | 3,039 | 0 | 0 | ||
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | 785,529 | 20,981 | SH | SOLE | 20,981 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 1,860,241 | 14,258 | SH | SOLE | 14,258 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 3,932,603 | 32,709 | SH | SOLE | 32,709 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 7,915,539 | 10,700 | SH | Put | SOLE | 10,700 | 0 | 0 | |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 2,109,947 | 7,408 | SH | SOLE | 7,408 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 4,345,584 | 7,880 | SH | SOLE | 7,880 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 5,051,604 | 6,966 | SH | SOLE | 6,966 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 2,556,264 | 2,400 | SH | Put | SOLE | 2,400 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 2,236,731 | 2,100 | SH | Put | SOLE | 1 | 2,100 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | 2,431,146 | 4,740 | SH | SOLE | 4,740 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 1,919,098 | 5,505 | SH | SOLE | 5,505 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 5,271,938 | 519,915 | SH | SOLE | 519,915 | 0 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 497,728 | 7,069 | SH | SOLE | 7,069 | 0 | 0 | ||
| ON HLDG AG | NAMEN AKT A | H5919C104 | 4,050,530 | 136,796 | SH | SOLE | 136,796 | 0 | 0 | ||
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 2,779,933 | 3,014 | SH | SOLE | 3,014 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 2,391,810 | 17,848 | SH | SOLE | 17,848 | 0 | 0 | ||
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 1,302,667 | 8,784 | SH | SOLE | 8,784 | 0 | 0 | ||
| SITIME CORP | COM | 82982T106 | 1,923,489 | 2,950 | SH | SOLE | 2,950 | 0 | 0 | ||
| SNOWFLAKE INC | COM SHS | 833445109 | 1,431,585 | 4,216 | SH | SOLE | 4,216 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 3,442,365 | 7,063 | SH | SOLE | 7,063 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 4,926,852 | 10,800 | SH | SOLE | 10,800 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 3,715,114 | 13,264 | SH | SOLE | 13,264 | 0 | 0 | ||
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 2,162,632 | 9,509 | SH | SOLE | 9,509 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 3,273,797 | 11,194 | SH | SOLE | 11,194 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 4,767,950 | 13,269 | SH | SOLE | 13,269 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 708,140 | 3,551 | SH | SOLE | 3,551 | 0 | 0 | ||