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 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 2,079,240 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 7,882,560 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | |||
| COHERENT CORP | COM | 19247G107 | 7,578,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 34,572,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 4,970,250 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | |||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 330,527 | 5,150 | SH | SOLE | 5,150 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 22,560,720 | 168,000 | SH | SOLE | 168,000 | 0 | 0 | |||
| STAR BULK CARRIERS CORP. | SHS PAR | Y8162K204 | 11,063,000 | 740,000 | SH | SOLE | 740,000 | 0 | 0 | |||