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    <nameOfIssuer>APPLE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>037833100</cusip>
    <value>24519413</value>
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    <nameOfIssuer>WESTERN DIGITAL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>958102105</cusip>
    <value>111443503</value>
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    <nameOfIssuer>TAIWAN SEMICONDUCTOR MANUFAC</nameOfIssuer>
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    <cusip>874039100</cusip>
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    <nameOfIssuer>COHERENT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>19247G107</cusip>
    <value>232266184</value>
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    <nameOfIssuer>NVIDIA CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67066G104</cusip>
    <value>181572723</value>
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    <nameOfIssuer>APPLOVIN CORP</nameOfIssuer>
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    <cusip>03831W108</cusip>
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    <nameOfIssuer>SITIME CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>82982T106</cusip>
    <value>199243812</value>
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    <nameOfIssuer>ARM HOLDINGS PLC</nameOfIssuer>
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    <cusip>042068205</cusip>
    <value>68436652</value>
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    <nameOfIssuer>TOWER SEMICONDUCTOR LTD</nameOfIssuer>
    <titleOfClass>SHS NEW</titleOfClass>
    <cusip>M87915274</cusip>
    <value>187191009</value>
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    <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>594918104</cusip>
    <value>19933655</value>
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    <nameOfIssuer>ROBLOX CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>771049103</cusip>
    <value>199780327</value>
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    <nameOfIssuer>CORNING INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>219350105</cusip>
    <value>312380741</value>
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    <nameOfIssuer>LAM RESEARCH CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>512807306</cusip>
    <value>204660000</value>
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    <nameOfIssuer>META PLATFORMS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>30303M102</cusip>
    <value>293256102</value>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL A</titleOfClass>
    <cusip>02079K305</cusip>
    <value>768308847</value>
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    <nameOfIssuer>MKS INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>55306N104</cusip>
    <value>300298242</value>
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      <sshPrnamt>1306724</sshPrnamt>
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    <nameOfIssuer>JFROG LTD</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>M6191J100</cusip>
    <value>282508885</value>
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    <nameOfIssuer>IMPINJ INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>453204109</cusip>
    <value>41618559</value>
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    <nameOfIssuer>CIENA CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>171779309</cusip>
    <value>89784787</value>
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      <sshPrnamt>231267</sshPrnamt>
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    <nameOfIssuer>FABRINET</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G3323L100</cusip>
    <value>318787444</value>
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    <nameOfIssuer>NETFLIX INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64110L106</cusip>
    <value>12687954</value>
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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
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    <nameOfIssuer>VIAVI SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>925550105</cusip>
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    <nameOfIssuer>BROADCOM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>11135F101</cusip>
    <value>228152820</value>
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      <Sole>737142</Sole>
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    <nameOfIssuer>ADVANCED ENERGY INDS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>007973100</cusip>
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    <nameOfIssuer>CELESTICA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>15101Q207</cusip>
    <value>427646858</value>
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    <titleOfClass>CL A</titleOfClass>
    <cusip>60937P106</cusip>
    <value>54987091</value>
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    <nameOfIssuer>MACOM TECH SOLUTIONS HLDGS I</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>55405Y100</cusip>
    <value>260930251</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>80004C200</cusip>
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    <nameOfIssuer>DUOLINGO INC</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>26603R106</cusip>
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    <nameOfIssuer>CARVANA CO</nameOfIssuer>
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    <cusip>146869102</cusip>
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    <nameOfIssuer>TTM TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87305R109</cusip>
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    <nameOfIssuer>BLOOM ENERGY CORP</nameOfIssuer>
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    <cusip>093712107</cusip>
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    <nameOfIssuer>ADVANCED MICRO DEVICES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>007903107</cusip>
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    <nameOfIssuer>KLAVIYO INC</nameOfIssuer>
    <titleOfClass>COM SER A</titleOfClass>
    <cusip>49845K101</cusip>
    <value>132818509</value>
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      <None>0</None>
    </votingAuthority>
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</informationTable>
