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 ORD COM 007903107 8,189,631 13,387 SH SOLE 13,387 0 0
AMETEK ORD COM 031100100 4,837,176 19,526 SH SOLE 19,526 0 0
ARM HOLDINGS ADR COM 042068205 4,498,130 15,529 SH SOLE 15,529 0 0
BROADCOM ORD COM 11135F101 5,583,219 15,898 SH SOLE 15,898 0 0
CADENCE DESIGN SYSTEMS ORD COM 127387108 2,605,490 7,891 SH SOLE 7,891 0 0
CLOUDFLARE CL A ORD COM 18915M107 4,597,604 13,239 SH SOLE 13,239 0 0
COHERENT ORD COM 19247G107 3,830,463 13,309 SH SOLE 13,309 0 0
CROWDSTRIKE HOLDINGS CL A ORD COM 22788C105 329,106 1,243 SH SOLE 1,243 0 0
DATADOG CL A ORD COM 23804L103 5,157,132 18,832 SH SOLE 18,832 0 0
INTEL ORD COM 458140100 4,195,065 34,892 SH SOLE 34,892 0 0
INTUITIVE SURGICAL ORD COM 46120E602 8,510,359 20,929 SH SOLE 20,929 0 0
LUMENTUM HOLDINGS ORD COM 55024U109 4,389,124 4,519 SH SOLE 4,519 0 0
MARVELL TECHNOLOGY ORD COM 573874104 5,847,760 22,133 SH SOLE 22,133 0 0
MDA SPACE ORD COM 55293N109 5,562,236 187,803 SH SOLE 187,803 0 0
MICRON TECHNOLOGY ORD COM 595112103 11,332,770 10,640 SH SOLE 10,640 0 0
NVIDIA ORD COM 67066G104 16,760,580 73,389 SH SOLE 73,389 0 0
PALANTIR TECHNOLOGIES CL A ORD COM 69608A108 4,679,991 25,020 SH SOLE 25,020 0 0
PALO ALTO NETWORKS ORD COM 697435105 4,754,402 11,966 SH SOLE 11,966 0 0
RUBRIK CL A ORD COM 781154109 8,873,613 77,519 SH SOLE 77,519 0 0
SYNOPSYS ORD COM 871607107 7,748,021 17,814 SH SOLE 17,814 0 0
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD COM 874039100 4,007,629 8,785 SH SOLE 8,785 0 0
TERADYNE ORD COM 880770102 8,710,171 21,726 SH SOLE 21,726 0 0
TESLA ORD COM 88160R101 1,879,074 5,296 SH SOLE 5,296 0 0