ADVANCED MICRO DEVICES INC COM 007903107 44602231 219251 SH SOLE 195659 23592 0 ALPHABET INC CAP STK CL A 02079K305 12221300 42500 SH SOLE 42500 0 0 AMAZON COM INC COM 023135106 25992096 124800 SH SOLE 124800 0 0 AMKOR TECHNOLOGY INC COM 031652100 18326760 406990 SH SOLE 315901 91089 0 AMPLITUDE INC COM CL A 03213A104 1997196 292844 SH SOLE 292844 0 0 ANALOG DEVICES INC COM 032654105 3340470 10500 SH SOLE 2575 7925 0 ASML HLDG NV N Y REGISTRY SHS N07059210 14457805 10946 SH SOLE 7025 3921 0 BILL HOLDINGS INC COM 090043100 23937500 625000 SH SOLE 625000 0 0 BLOOM ENERGY CORP COM CL A 093712107 6859181 50625 SH SOLE 50625 0 0 BROADCOM INC COM 11135F101 46364598 149800 SH SOLE 130695 19105 0 CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 8831947 640925 SH SOLE 640925 0 0 CHIME FINL INC COM SHS CL A 16935C109 38913729 2077615 SH SOLE 2077615 0 0 COUPANG INC CL A 22266T109 19860948 1051957 SH SOLE 1051957 0 0 DATADOG INC CL A COM 23804L103 4722000 40000 SH SOLE 40000 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 2886456 71642 SH SOLE 17578 54064 0 GITLAB INC CLASS A COM 37637K108 25318800 1170000 SH SOLE 1170000 0 0 JFROG LTD ORD SHS M6191J100 26984750 575000 SH SOLE 575000 0 0 LUMENTUM HLDGS INC COM 55024U109 2032382 2892 SH SOLE 709 2183 0 MKS INC. COM 55306N104 28097490 122264 SH SOLE 104706 17558 0 NVIDIA CORPORATION COM 67066G104 47474122 272214 SH SOLE 240345 31869 0 NXP SEMICONDUCTORS N V COM N6596X109 5019930 25500 SH SOLE 6252 19248 0 SAMSARA INC COM CL A 79589L106 12168960 384000 SH SOLE 384000 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 36904140 109200 SH Put SOLE 92600 16600 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 76912351 227585 SH SOLE 197337 30248 0