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
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 324,653 1,770 SH   SOLE   1,770 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 60,863,709 257,908 SH   SOLE   257,908 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 18,537 1,100 SH Call SOLE   1,100 0 0
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 34,469,358 98,349 SH   SOLE   98,349 0 0
ASTERA LABS INC COM 04626A103 BBG00TDKHWK6 15,120,905 249,891 SH   SOLE   249,891 0 0
ASTERA LABS INC COM 04626A103 BBG00TDKHWK6 1,500 200 SH Call SOLE   200 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 553,908 345 SH   SOLE   345 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 26,432 300 SH Call SOLE   300 0 0
CAMTEK LTD ORD M20791105 BBG001SBFT84 24,497,946 195,608 SH   SOLE   195,608 0 0
CELESTICA INC COM 15101Q207 BBG001S9CXM7 3,976,180 69,356 SH   SOLE   69,356 0 0
CELESTICA INC COM 15101Q207 BBG001S9CXM7 3,527 500 SH Call SOLE   500 0 0
COHERENT CORP COM 19247G107 BBG001S5S6N6 25,252,745 348,506 SH   SOLE   348,506 0 0
COHERENT CORP COM 19247G107 BBG001S5S6N6 4,595 400 SH Call SOLE   400 0 0
FABRINET SHS G3323L100 BBG001SP57F4 16,426,878 67,106 SH   SOLE   67,106 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 7,320,825 8,879 SH   SOLE   8,879 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 58,347,391 54,794 SH   SOLE   54,794 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 17,447 200 SH Call SOLE   200 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 54,747,427 783,225 SH   SOLE   783,225 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 17,040,764 129,558 SH   SOLE   129,558 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 540 100 SH Call SOLE   100 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 397,786 890 SH   SOLE   890 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 27,400 2,300 SH Call SOLE   2,300 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 11,694,971 14,233 SH   SOLE   14,233 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,161,209 17,494 SH   SOLE   17,494 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 36,123 4,300 SH Call SOLE   4,300 0 0
ONTO INNOVATION INC COM 683344105 BBG001S5THX0 47,647,594 217,014 SH   SOLE   217,014 0 0
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 35,939,969 43,864 SH   SOLE   43,864 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 522,820 3,008 SH   SOLE   3,008 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 22,268 1,200 SH Call SOLE   1,200 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 39,140,894 452,130 SH   SOLE   452,130 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 1,280 100 SH Call SOLE   100 0 0