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 |
| AXT INC | COM | 00246W103 | 1,163,085 | 15,025 | SH | SOLE | 01 | 15,025 | 0 | 0 | |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | 1,129,782 | 5,800 | SH | SOLE | 01 | 5,800 | 0 | 0 | |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 5,105,439 | 19,284 | SH | SOLE | 01 | 19,284 | 0 | 0 | |
| INTEL CORP | COM | 458140100 | 1,142,185 | 9,500 | SH | SOLE | 01 | 9,500 | 0 | 0 | |
| LUMENTUM HLDGS INC | COM | 55024U109 | 9,523,204 | 9,805 | SH | SOLE | 01 | 9,805 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 53,982,637 | 236,372 | SH | SOLE | 01 | 236,372 | 0 | 0 | |
| OKTA INC | CL A | 679295105 | 12,220,598 | 58,441 | SH | SOLE | 01 | 58,441 | 0 | 0 | |