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
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
AFFIRM HLDGS INC COM CL A 00827B106   5,188,680 71,000 SH   SOLE   71,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   13,510,916 75,594 SH   SOLE   75,594 0 0
ALPHABET INC CAP STK CL A 02079K305   6,563,700 27,000 SH   SOLE   27,000 0 0
APPLE INC COM 037833100   13,039,602 51,210 SH   SOLE   51,210 0 0
APPLIED MATLS INC COM 038222105   2,661,620 13,000 SH   SOLE   13,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   10,455,372 10,800 SH   SOLE   10,800 0 0
AT&T INC COM 00206R102   12,699,839 449,711 SH   SOLE   449,711 0 0
AUTODESK INC COM 052769106   6,480,468 20,400 SH   SOLE   20,400 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   4,255,750 14,500 SH   SOLE   14,500 0 0
BAIDU INC SPON ADR REP A 056752108   2,660,963 20,194 SH   SOLE   20,194 0 0
BLOCK INC CL A 852234103   7,438,823 102,931 SH   SOLE   102,931 0 0
BOOKING HOLDINGS INC COM 09857L108   6,479,124 1,200 SH   SOLE   1,200 0 0
BROADCOM INC COM 11135F101   7,126,056 21,600 SH   SOLE   21,600 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   4,154,001 11,826 SH   SOLE   11,826 0 0
CELESTICA INC COM 15101Q207   5,666,740 23,000 SH   SOLE   23,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   5,555,120 26,848 SH   SOLE   26,848 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   5,264,844 15,600 SH   SOLE   15,600 0 0
COREWEAVE INC COM CL A 21873S108   342,125 2,500 SH   SOLE   2,500 0 0
CORNING INC COM 219350105   7,710,820 94,000 SH   SOLE   94,000 0 0
DATADOG INC CL A COM 23804L103   4,770,400 33,500 SH   SOLE   33,500 0 0
DOORDASH INC CL A 25809K105   3,535,870 13,000 SH   SOLE   13,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   4,945,764 75,004 SH   SOLE   75,004 0 0
FLEX LTD ORD Y2573F102   4,869,480 84,000 SH   SOLE   84,000 0 0
FLUTTER ENTMT PLC SHS G3643J108   6,604,000 26,000 SH   SOLE   26,000 0 0
GLOBAL PMTS INC COM 37940X102   5,505,379 66,266 SH   SOLE   66,266 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   6,809,600 190,000 SH   SOLE   190,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   10,412,777 423,973 SH   SOLE   423,973 0 0
HUBSPOT INC COM 443573100   2,105,100 4,500 SH   SOLE   4,500 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   3,498,784 12,400 SH   SOLE   12,400 0 0
INTUIT COM 461202103   341,455 500 SH   SOLE   500 0 0
ISHARES INC MSCI STH KOR ETF 464286772   16,121,727 201,270 SH   SOLE   201,270 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   25,882,461 106,970 SH   SOLE   106,970 0 0
LAM RESEARCH CORP COM NEW 512807306   8,574,153 64,034 SH   SOLE   64,034 0 0
LUMENTUM HLDGS INC COM 55024U109   9,762,600 60,000 SH   SOLE   60,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   27,284,109 47,967 SH   SOLE   47,967 0 0
META PLATFORMS INC CL A 30303M102   1,615,636 2,200 SH   SOLE   2,200 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   13,086,687 203,779 SH   SOLE   203,779 0 0
MICRON TECHNOLOGY INC COM 595112103   10,373,840 62,000 SH   SOLE   62,000 0 0
MICROSOFT CORP COM 594918104   18,894,816 36,480 SH   SOLE   36,480 0 0
MONGODB INC CL A 60937P106   434,532 1,400 SH   SOLE   1,400 0 0
NETSKOPE INC CL A 64119N608   2,336,644 102,800 SH   SOLE   102,800 0 0
NVIDIA CORPORATION COM 67066G104   8,396,100 45,000 SH   SOLE   45,000 0 0
ON SEMICONDUCTOR CORP COM 682189105   8,777,328 178,003 SH   SOLE   178,003 0 0
ORACLE CORP COM 68389X105   2,390,540 8,500 SH   SOLE   8,500 0 0
PALO ALTO NETWORKS INC COM 697435105   10,539,575 51,761 SH   SOLE   51,761 0 0
PAYLOCITY HLDG CORP COM 70438V106   1,274,160 8,000 SH   SOLE   8,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   2,379,060 18,000 SH   SOLE   18,000 0 0
QORVO INC COM 74736K101   5,834,403 64,058 SH   SOLE   64,058 0 0
ROBLOX CORP CL A 771049103   6,815,184 49,200 SH   SOLE   49,200 0 0
SENTINELONE INC CL A 81730H109   2,854,229 162,080 SH   SOLE   162,080 0 0
SERVICENOW INC COM 81762P102   11,177,721 12,146 SH   SOLE   12,146 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   5,795,790 39,000 SH   SOLE   39,000 0 0
SNOWFLAKE INC COM SHS 833445109   7,260,906 32,192 SH   SOLE   32,192 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   7,049,800 10,100 SH   SOLE   10,100 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   3,355,800 70,000 SH   SOLE   70,000 0 0
SYNOPSYS INC COM 871607107   2,368,272 4,800 SH   SOLE   4,800 0 0
TESLA INC COM 88160R101   1,334,160 3,000 SH   SOLE   3,000 0 0
TRIP COM GROUP LTD ADS 89677Q107   4,199,845 55,849 SH   SOLE   55,849 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   8,703,243 198,026 SH   SOLE   198,026 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   2,874,494 84,395 SH   SOLE   84,395 0 0
WESTERN DIGITAL CORP COM 958102105   23,307,368 194,131 SH   SOLE   194,131 0 0
WIX COM LTD SHS M98068105   8,994,295 50,635 SH   SOLE   50,635 0 0
WORKDAY INC CL A 98138H101   5,185,324 21,540 SH   SOLE   21,540 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   1,926,250 25,000 SH   SOLE   25,000 0 0
ZSCALER INC COM 98980G102   8,383,288 27,976 SH   SOLE   27,976 0 0