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 |
| BROADCOM INC | COM | 11135F101 | 13,395,000 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | |||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 51,637,500 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | |||
| ENPHASE ENERGY INC | COM | 29355A107 | 4,889,180 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 10,855,800 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
| NIKE INC | CL B | 654106103 | 14,114,100 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 10,335,600 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | |||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 12,529,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 2,362,907 | 16,150 | SH | SOLE | 16,150 | 0 | 0 | |||
| STAR BULK CARRIERS CORP. | SHS PAR | Y8162K204 | 12,756,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 14,036,400 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | |||
| SUPER MICRO COMPUTER INC | COM | 86800U104 | 2,842,600 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| TESLA INC | COM | 88160R101 | 7,454,400 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 29,960,810 | 60,500 | SH | SOLE | 57,000 | 3,500 | 0 | |||