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 INC COM 007903107 31,609,027 51,669 SH SOLE 51,669 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,342,802 49,682 SH SOLE 49,682 0 0
ALPHABET INC CAP STK CL A 02079K305 153,136,245 445,060 SH SOLE 445,060 0 0
AMAZON COM INC COM 023135106 142,463,970 571,800 SH SOLE 571,800 0 0
ANALOG DEVICES INC COM 032654105 10,631,828 26,800 SH SOLE 26,800 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 111,915,914 61,775 SH SOLE 61,775 0 0
ASTERA LABS INC COM 04626A103 41,173,626 115,666 SH SOLE 115,666 0 0
BIONTECH SE SPONSORED ADS 09075V102 9,830,000 100,000 SH SOLE 100,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 5,659,371 17,140 SH SOLE 17,140 0 0
CIENA CORP COM NEW 171779309 77,820,473 221,194 SH SOLE 221,194 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 1,626,966 19,800 SH SOLE 19,800 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 81,839,850 420,144 SH SOLE 420,144 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 1,603,629 140,300 SH SOLE 140,300 0 0
FRONTLINE PLC COM M46528101 30,468,568 618,400 SH SOLE 618,400 0 0
HOWMET AEROSPACE INC COM 443201108 200,734,750 887,500 SH SOLE 887,500 0 0
INTEL CORP COM 458140100 213,023,514 1,771,800 SH SOLE 1,771,800 0 0
LINDE PLC SHS G54950103 48,338,356 101,840 SH SOLE 101,840 0 0
LUMENTUM HLDGS INC COM 55024U109 38,733,849 39,880 SH SOLE 39,880 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 185,690,108 651,956 SH SOLE 651,956 0 0
MARVELL TECHNOLOGY INC COM 573874104 27,055,104 102,400 SH SOLE 102,400 0 0
META PLATFORMS INC CL A 30303M102 2,900,720 4,000 SH SOLE 4,000 0 0
MKS INC. COM 55306N104 204,662,350 771,263 SH SOLE 771,263 0 0
MODINE MFG CO COM 607828100 62,580,960 334,300 SH SOLE 334,300 0 0
NVIDIA CORPORATION COM 67066G104 8,792,630 38,500 SH SOLE 38,500 0 0
QUALCOMM INC COM 747525103 61,634,996 334,900 SH SOLE 334,900 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 25,568,480 91,316 SH SOLE 91,316 0 0
SITIME CORP COM 82982T106 59,916,341 91,892 SH SOLE 91,892 0 0
SYNOPSYS INC COM 871607107 44,677,037 102,720 SH SOLE 102,720 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 49,992,037 109,586 SH SOLE 109,586 0 0
TEXAS INSTRS INC COM 882508104 35,096,958 125,306 SH SOLE 125,306 0 0
WESTERN DIGITAL CORP COM 958102105 62,879,540 138,361 SH SOLE 138,361 0 0
WOODWARD INC COM 980745103 25,257,728 76,867 SH SOLE 76,867 0 0
YUM CHINA HLDGS INC COM 98850P109 898,035 21,850 SH SOLE 21,850 0 0