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 188,112 2,968,934 SH   SOLE   2,968,934 0 0
BLACKBERRY LTD COM 09228F103 149,090 31,721,213 SH   SOLE   31,721,213 0 0
FISKER INC CL A COM STK 33813J106 55,803 7,391,118 SH   SOLE   7,391,118 0 0
GENERAL MTRS CO COM 37045V100 162,093 5,051,200 SH   SOLE   5,051,200 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108 41,010 7,871,358 SH   SOLE   7,871,358 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207 105,754 4,031,810 SH   SOLE   4,031,810 0 0
MICRON TECHNOLOGY INC COM 595112103 150,388 3,001,761 SH   SOLE   3,001,761 0 0
NIO INC SPON ADS 62914V106 25,817 1,637,067 SH   SOLE   1,637,067 0 0
ON SEMICONDUCTOR CORP COM 682189105 166,654 2,673,742 SH   SOLE   2,673,742 0 0
QUALCOMM INC COM 747525103 191,048 1,690,988 SH   SOLE   1,690,988 0 0
XPENG INC ADS 98422D105 190,401 15,933,147 SH   SOLE   15,933,147 0 0