The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 12,717,282 | 21,892 | SH | SOLE | N/A | 21,892 | 0 | 0 | ||
| AMKOR TECHNOLOGY INC | COM | 031652100 | 3,121,095 | 36,195 | SH | SOLE | N/A | 36,195 | 0 | 0 | ||
| BLOOM ENERGY CORP | COM CL A | 093712107 | 1,085,180 | 3,585 | SH | SOLE | N/A | 3,585 | 0 | 0 | ||
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | 39,990,613 | 180,953 | SH | SOLE | N/A | 180,953 | 0 | 0 | ||
| GE VERNOVA INC | COM | 36828A101 | 4,393,976 | 3,740 | SH | SOLE | N/A | 3,740 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 14,695,954 | 33,914 | SH | SOLE | N/A | 33,914 | 0 | 0 | ||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 8,240,414 | 53,873 | SH | SOLE | N/A | 53,873 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 7,756,758 | 26,039 | SH | SOLE | N/A | 26,039 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 9,003,462 | 7,800 | SH | SOLE | N/A | 7,800 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 7,820,897 | 588,923 | SH | SOLE | N/A | 588,923 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 13,577,707 | 67,858 | SH | SOLE | N/A | 67,858 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 2,642,866 | 27,955 | SH | SOLE | N/A | 27,955 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 7,700,879 | 18,909 | SH | SOLE | N/A | 18,909 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 1,719,901 | 3,746 | SH | SOLE | N/A | 3,746 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 15,608,898 | 32,684 | SH | SOLE | N/A | 32,684 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 782,687 | 3,131 | SH | SOLE | N/A | 3,131 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 10,659,963 | 22,032 | SH | SOLE | N/A | 22,032 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 1,949,373 | 3,052 | SH | SOLE | N/A | 3,052 | 0 | 0 | ||