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
AST SpaceMobile Inc Common Stock 00217D100 1,922,309 32,659 SH SOLE 32,659 0 0
Advanced Micro Devices Inc Common Stock 007903107 1,673,775 2,736 SH SOLE 2,736 0 0
Applied Digital Corp Common Stock 038169207 5,548,952 227,696 SH SOLE 227,696 0 0
Applied Optoelectronics Inc Common Stock 03823U102 4,495,386 45,289 SH SOLE 45,289 0 0
Arista Networks Inc Common Stock 040413205 2,962,438 14,551 SH SOLE 14,551 0 0
ARM Holdings PLC Common Stock 042068205 18,586,034 64,165 SH SOLE 64,165 0 0
Astera Labs Inc Common Stock 04626A103 27,401,147 76,976 SH SOLE 76,976 0 0
Ciena Corp Common Stock 171779309 8,741,320 24,846 SH SOLE 24,846 0 0
Cloudflare Inc Common Stock 18915M107 18,452,028 53,133 SH SOLE 53,133 0 0
Coherent Corp Common Stock 19247G107 17,254,210 59,950 SH SOLE 59,950 0 0
Constellation Energy Corp Common Stock 21037T109 4,064 16 SH SOLE 16 0 0
Crowdstrike Holdings Inc Common Stock 22788C105 1,147,956 4,336 SH SOLE 4,336 0 0
Meta Platforms Inc Common Stock 30303M102 308,202 425 SH SOLE 425 0 0
Intuitive Machines Inc Common Stock 46125A100 4,242,708 297,943 SH SOLE 297,943 0 0
KLA CORP Common Stock 482480100 10,257,412 52,621 SH SOLE 52,621 0 0
Karman Holdings Inc Common Stock 485924104 43,637 1,346 SH SOLE 1,346 0 0
Kratos Defense & Security Solutions Inc Common Stock 50077B207 145,359 3,405 SH SOLE 3,405 0 0
Lam Research Corp Common Stock 512807306 16,575,301 50,456 SH SOLE 50,456 0 0
Lumentum Holdings Inc Common Stock 55024U109 16,160,795 16,639 SH SOLE 16,639 0 0
MKS Inc Common Stock 55306N104 9,967,187 37,561 SH SOLE 37,561 0 0
MARVELL TECHNOLOGY INC Common Stock 573874104 7,798,687 29,517 SH SOLE 29,517 0 0
Nokia Oyj Common Stock 654902204 8,207,955 809,463 SH SOLE 809,463 0 0
Rocket Lab Corp Common Stock 773121108 5,765,532 82,743 SH SOLE 82,743 0 0
Sandisk Corp Common Stock 80004C200 5,995,661 3,446 SH SOLE 3,446 0 0
Snowflake Inc Common Stock 833445109 679 2 SH SOLE 2 0 0
Space Exploration Technologies Corp Common Stock 84615Q103 10,397,271 68,920 SH SOLE 68,920 0 0
Teradyne Inc Common Stock 880770102 8,493,679 21,186 SH SOLE 21,186 0 0
Terawulf Inc Common Stock 88080T104 4,766,074 322,032 SH SOLE 322,032 0 0
Viavi Solutions Inc Common Stock 925550105 6,190,788 147,681 SH SOLE 147,681 0 0
Credo Technology Group Holding Ltd Common Stock G25457105 6,051,931 31,069 SH SOLE 31,069 0 0