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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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLIED DIGITAL CORP COM NEW 038169207   77,700,624 7,716,050 SH   SOLE   7,716,050 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   178,116,013 1,101,249 SH   SOLE   1,101,249 0 0
COREWEAVE INC COM CL A 21873S108   3,958,701,053 24,277,573 SH   SOLE   24,277,573 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   65,869,037 1,190,476 SH   SOLE   1,190,476 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104   38,994,197 7,706,363 SH   SOLE   7,706,363 0 0
WERIDE INC SPONSORED ADS 950915108   13,699,876 1,738,563 SH   DFND   1,738,563 0 0