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   8,592,069 42,236 SH   SOLE N/A 42,236 0 0
CME GROUP INC COM 12572Q105   2,216,011 7,503 SH   SOLE N/A 7,503 0 0
GE VERNOVA INC COM 36828A101   624,124 715 SH   SOLE N/A 715 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,526,812 106,124 SH   SOLE N/A 106,124 0 0
LAM RESEARCH CORP COM NEW 512807306   4,005,484 18,747 SH   SOLE N/A 18,747 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   3,249,939 35,036 SH   SOLE N/A 35,036 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   780,399 9,179 SH   SOLE N/A 9,179 0 0
MARVELL TECHNOLOGY INC COM 573874104   4,432,190 44,747 SH   SOLE N/A 44,747 0 0
MICRON TECHNOLOGY INC COM 595112103   745,951 2,208 SH   SOLE N/A 2,208 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   292,499 2,819 SH   SOLE N/A 2,819 0 0
NVIDIA CORPORATION COM 67066G104   13,370,202 76,664 SH   SOLE N/A 76,664 0 0
ON SEMICONDUCTOR CORP COM 682189105   8,401,739 135,687 SH   SOLE N/A 135,687 0 0
S&P GLOBAL INC COM 78409V104   4,968,822 11,682 SH   SOLE N/A 11,682 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   6,098,228 12,576 SH   SOLE N/A 12,576 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   7,327,094 21,681 SH   SOLE N/A 21,681 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   4,645,990 23,524 SH   SOLE N/A 23,524 0 0
TERADYNE INC COM 880770102   6,097,293 20,567 SH   SOLE N/A 20,567 0 0