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 | 38,191,308 | 138,550 | SH | SOLE | 115,950 | 22,600 | 0 | |||
| COHERENT CORP | COM | 19247G107 | 2,051,830 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | |||
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | 8,888,640 | 96,000 | SH | SOLE | 96,000 | 0 | 0 | |||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 13,363,400 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 3,637,800 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | |||
| MICRON TECHNOLOGY INC | COM | 595112103 | 7,395,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 6,351,198 | 40,200 | SH | SOLE | 40,200 | 0 | 0 | |||
| STAR BULK CARRIERS CORP. | SHS PAR | Y8162K204 | 8,625,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||