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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARM Holdings Plc SPONSORED ADR 042068205   23,286,459 309,887 SH   SOLE   309,887 0 0
Applied Optoelectronics Inc COM 03823U102   10,147,289 525,222 SH   SOLE   525,222 0 0
Informatica Inc COM CL A 45674M101   24,250,199 854,181 SH   SOLE   854,181 0 0
Advanced Micro Devices Inc COM 007903107   59,938,822 406,613 SH   SOLE   406,613 0 0
Tesla Inc COM 88160R101   18,566,923 74,722 SH   SOLE   74,722 0 0
Snowflake Inc CL A 833445109   17,473,593 87,807 SH   SOLE   87,807 0 0
JFrog Ltd ORD SHS M6191J100   4,332,445 125,179 SH   SOLE   125,179 0 0
Microsoft Corp COM 594918104   81,122,733 215,729 SH   SOLE   215,729 0 0
Confluent Inc CLASS A COM 20717M103   62,311,064 2,662,866 SH   SOLE   2,662,866 0 0
Hashicorp Inc COM CL A 418100103   19,618,080 829,868 SH   SOLE   829,868 0 0
Intel Corp COM 458140100   44,558,484 886,736 SH   SOLE   886,736 0 0
Staar Surgical Co COM PAR $0.01 852312305   20,759,082 665,142 SH   SOLE   665,142 0 0
Palantir Technologies Inc CL A 69608A108   4,878,478 284,128 SH   SOLE   284,128 0 0