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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AEVA TECHNOLOGIES INC COM 00835Q103 8,939 1,182,412 SH   SOLE   1,182,412 0 0
AMKOR TECHNOLOGY INC COM 031652100 27,633 1,114,700 SH   SOLE   1,114,700 0 0
AXALTA COATING SYS LTD COM G0750C108 31,178 941,351 SH   SOLE   941,351 0 0
BLACKBERRY LTD COM 09228F103 120,636 12,902,222 SH   SOLE   12,902,222 0 0
FISKER INC CL A COM STK 33813J106 53,443 3,397,503 SH   SOLE   3,397,503 0 0
HARLEY DAVIDSON INC COM 412822108 39,956 1,060,134 SH   SOLE   1,060,134 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108 6,060 955,826 SH   SOLE   955,826 0 0
INTEL CORP COM 458140100 66,466 1,290,600 SH   SOLE   1,290,600 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207 20,561 706,088 SH   SOLE   706,088 0 0
ON SEMICONDUCTOR CORP COM 682189105 48,938 720,528 SH   SOLE   720,528 0 0
QUALCOMM INC COM 747525103 132,337 723,665 SH   SOLE   723,665 0 0
VISTEON CORP COM NEW 92839U206 54,985 494,740 SH   SOLE   494,740 0 0
XPENG INC ADS 98422D105 138,187 2,745,624 SH   SOLE   2,745,624 0 0