ADVANCED MICRO DEVICES INC COM 007903107 63609645 109500 SH SOLE 97450 12050 0 ALPHABET INC CAP STK CL A 02079K305 15241831 42650 SH SOLE 42650 0 0 AMAZON COM INC COM 023135106 12155340 51000 SH SOLE 51000 0 0 AMKOR TECHNOLOGY INC COM 031652100 51460598 596783 SH SOLE 517112 79671 0 ANALOG DEVICES INC COM 032654105 4179420 10523 SH SOLE 2598 7925 0 ASML HLDG NV N Y REGISTRY SHS N07059210 21798294 10957 SH SOLE 7036 3921 0 ASTERA LABS INC COM 04626A103 60739765 125750 SH SOLE 110682 15068 0 BLOOM ENERGY CORP COM CL A 093712107 25477351 84167 SH SOLE 84167 0 0 BROADCOM INC COM 11135F101 57890188 153250 SH SOLE 136675 16575 0 CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 19166223 1312755 SH SOLE 1312755 0 0 CHIME FINL INC COM SHS CL A 16935C109 45037343 2199089 SH SOLE 2199089 0 0 COUPANG INC CL A 22266T109 35174250 2025000 SH SOLE 2025000 0 0 DATADOG INC CL A COM 23804L103 10414400 40000 SH SOLE 40000 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 2155854 71790 SH SOLE 17726 54064 0 GITLAB INC CLASS A COM 37637K108 59380850 1945000 SH SOLE 1945000 0 0 JFROG LTD ORD SHS M6191J100 46757760 514500 SH SOLE 514500 0 0 MERCADOLIBRE INC COM 58733R102 21641723 12750 SH SOLE 12750 0 0 MKS INC. COM 55306N104 46170240 103800 SH SOLE 85876 17924 0 MONGODB INC CL A 60937P106 16795000 50000 SH SOLE 50000 0 0 NVIDIA CORPORATION COM 67066G104 27356305 136720 SH SOLE 136720 0 0 NXP SEMICONDUCTORS N V COM N6596X109 6464533 23003 SH SOLE 5680 17323 0 QUANTINUUM INC CL A COM 74768A104 2880681 35242 SH SOLE 8691 26551 0 REDDIT INC CL A 75734B100 31678350 182500 SH SOLE 182500 0 0 ROUNDHILL ETF TRUST MEMORY ETF 77926X320 8862000 120000 SH SOLE 120000 0 0 SNOWFLAKE INC COM SHS 833445109 17815000 70000 SH SOLE 70000 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 107906464 225949 SH SOLE 197369 28580 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 52150644 109200 SH Put SOLE 92600 16600 0 TOAST INC CL A 888787108 32479850 1167500 SH SOLE 1167500 0 0