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
ADVANCED MICRO DEVICES INC COM 007903107 179,287 2,344,534 SH   SOLE   2,344,534 0 0
AEVA TECHNOLOGIES INC COM 00835Q103 11,040 3,527,116 SH   SOLE   3,527,116 0 0
ALBEMARLE CORP COM 012653101 126,627 605,930 SH   SOLE   605,930 0 0
AXALTA COATING SYS LTD COM G0750C108 16,475 745,156 SH   SOLE   745,156 0 0
BLACKBERRY LTD COM 09228F103 122,171 22,666,148 SH   SOLE   22,666,148 0 0
GENERAL MTRS CO COM 37045V100 72,013 2,267,418 SH   SOLE   2,267,418 0 0
GENTEX CORP COM 371901109 7,639 273,102 SH   SOLE   273,102 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108 28,308 7,221,358 SH   SOLE   7,221,358 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207 127,732 6,345,353 SH   SOLE   6,345,353 0 0
MICRON TECHNOLOGY INC COM 595112103 186,703 3,377,400 SH   SOLE   3,377,400 0 0
ON SEMICONDUCTOR CORP COM 682189105 148,537 2,952,438 SH   SOLE   2,952,438 0 0
QUALCOMM INC COM 747525103 168,060 1,315,638 SH   SOLE   1,315,638 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 49,235 1,912,764 SH   SOLE   1,912,764 0 0
ROCKWELL AUTOMATION INC COM 773903109 102,067 512,100 SH   SOLE   512,100 0 0
VISTEON CORP COM NEW 92839U206 115,797 1,117,950 SH   SOLE   1,117,950 0 0
XPENG INC ADS 98422D105 57,822 1,821,724 SH   SOLE   1,821,724 0 0