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
ADVANCED MICRO DEVICES INC COM 007903107   2,986,124 18,409 SH   SOLE N/A 18,409 0 0
ANALOG DEVICES INC COM 032654105   6,466,834 28,331 SH   SOLE N/A 28,331 0 0
ARISTA NETWORKS INC COM 040413106   1,358,110 3,875 SH   SOLE N/A 3,875 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,436,963 3,750 SH   SOLE N/A 3,750 0 0
MARVELL TECHNOLOGY INC COM 573874104   2,141,526 30,637 SH   SOLE N/A 30,637 0 0
MICRON TECHNOLOGY INC COM 595112103   5,404,436 41,089 SH   SOLE N/A 41,089 0 0
NVIDIA CORPORATION COM 67066G104   6,340,814 51,326 SH   SOLE N/A 51,326 0 0
ON SEMICONDUCTOR CORP COM 682189105   816,156 11,906 SH   SOLE N/A 11,906 0 0
QUALCOMM INC COM 747525103   1,094,693 5,496 SH   SOLE N/A 5,496 0 0
S&P GLOBAL INC COM 78409V104   9,225,956 20,686 SH   SOLE N/A 20,686 0 0
SEA LTD SPONSORD ADS 81141R100   4,014,875 56,215 SH   SOLE N/A 56,215 0 0
SERVICENOW INC COM 81762P102   4,393,552 5,585 SH   SOLE N/A 5,585 0 0
SPOTIFY TECHNOLOGY S SHS L8681T102   9,375,418 29,878 SH   SOLE N/A 29,878 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,579,262 49,360 SH   SOLE N/A 49,360 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   4,682,115 30,112 SH   SOLE N/A 30,112 0 0