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 |
| ADVANCED MICRO DEVICES | Common Stock | 007903107 | 4,037,616 | 6,600 | SH | SOLE | 6,600 | 0 | 0 | ||
| ALPHABET INC-CL C | Common Stock | 02079K107 | 8,177,760 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| AXT INC | Common Stock | 00246W103 | 774,100 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BLOOM ENERGY CORP- A | Common Stock | 093712107 | 1,828,068 | 6,600 | SH | SOLE | 6,600 | 0 | 0 | ||
| BROADCOM INC | Common Stock | 11135F101 | 10,535,700 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CLOUDFLARE INC - CLASS A | Common Stock | 18915M107 | 1,041,840 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| COHERENT CORP | Common Stock | 19247G107 | 2,302,480 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| CORNING INC | Common Stock | 219350105 | 3,690,240 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| ELI LILLY & CO | Common Stock | 532457108 | 7,636,728 | 6,600 | SH | SOLE | 6,600 | 0 | 0 | ||
| FIRST TRUST NASDAQ CYBERSECU | Common Stock | 33734X846 | 824,720 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| GE VERNOVA INC | Common Stock | 36828A101 | 7,603,920 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| INTEL CORP | Common Stock | 458140100 | 8,656,560 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
| KLA TENCOR CORP | Common Stock | 482480100 | 5,068,180 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
| LAM RESEARCH CORP | Common Stock | 512807306 | 1,314,040 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| LUMENTUM HOLDINGS INC | Common Stock | 55024U109 | 2,913,780 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | Common Stock | 573874104 | 1,743,786 | 6,600 | SH | SOLE | 6,600 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | Common Stock | 595112103 | 15,976,650 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| NOKIA CORP-SPON ADR | ADR | 654902204 | 557,700 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| NVIDIA CORP | Common Stock | 67066G104 | 11,419,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TERADYNE INC | Common Stock | 880770102 | 1,202,730 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| TOWER SEMICONDUCTOR | Common Stock | M87915274 | 1,864,926 | 8,200 | SH | SOLE | 8,200 | 0 | 0 | ||
| VERTIV HOLDINGS CO | Common Stock | 92537N108 | 5,308,820 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||