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        <name>LAM RESEARCH CORP</name>
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        <name>SIMA TECHNOLOGIES INC</name>
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        <name>LIGHTMATTER INC</name>
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        <name>TAALAS INC</name>
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        <name>ON SEMICONDUCTOR CORP</name>
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        <name>ALIF SEMICONDUCTOR</name>
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        <name>IMPINJ INC</name>
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        <name>DENSITY AI INC</name>
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        <name>NXP SEMICONDUCTORS NV</name>
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        <name>SIMA TECHNOLOGIES INC</name>
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        <title>SIMA TECHNOLOGIES INC CONV 10% 12/31/2027 P/P</title>
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        <name>LIGHTMATTER INC</name>
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        <name>DANGER DEVICES INC</name>
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        <title>DANGER DEVICES INC SER B PC PP</title>
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      <invstOrSec>
        <name>FRORE SYSTEMS INC</name>
        <lei>N/A</lei>
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      <invstOrSec>
        <name>TENSTORRENT HOLDINGS INC</name>
        <lei>N/A</lei>
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          <other otherDesc="Internal" value="KAW021000"/>
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      <invstOrSec>
        <name>SYNAPTICS INC</name>
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      <invstOrSec>
        <name>MENLO MICRO INC</name>
        <lei>N/A</lei>
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          <other otherDesc="Internal" value="IGJ566000"/>
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        <curCd>USD</curCd>
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      <invstOrSec>
        <name>MARVELL TECHNOLOGY INC</name>
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        <fairValLevel>1</fairValLevel>
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      <invstOrSec>
        <name>ALLEGRO MICROSYSTEMS INC</name>
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        <assetCat>EC</assetCat>
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        <isRestrictedSec>N</isRestrictedSec>

        <fairValLevel>1</fairValLevel>
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        <name>CELESTIAL AI INC</name>
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        <assetCat>EC</assetCat>
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        <fairValLevel>3</fairValLevel>
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      <invstOrSec>
        <name>CELESTIAL AI INC</name>
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        <fairValLevel>3</fairValLevel>
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      <invstOrSec>
        <name>LIGHTMATTER INC</name>
        <lei>N/A</lei>
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          <other otherDesc="Internal" value="JTV027000"/>
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        <fairValLevel>3</fairValLevel>
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      <invstOrSec>
        <name>CEREBRAS SYSTEMS INC</name>
        <lei>N/A</lei>
        <title>CEREBRAS SYSTEMS INC SER H PC PP</title>
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          <other otherDesc="Internal" value="MDX792000"/>
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        <fairValLevel>3</fairValLevel>
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      <invstOrSec>
        <name>KIOXIA HOLDINGS CORPORATION</name>
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        <fairValLevel>2</fairValLevel>
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      <invstOrSec>
        <name>CELESTIAL AI INC</name>
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        <name>AEVA TECHNOLOGIES INC</name>
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        <name>AKEANA</name>
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        <name>SILICON MOTION TECH CORP</name>
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        <name>SIMA TECHNOLOGIES INC</name>
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        <name>CELESTIAL AI INC</name>
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        <name>BROADCOM INC</name>
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        <name>GLOBALFOUNDRIES INC</name>
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        <name>Fidelity Revere Street Trust</name>
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        <name>TAIWAN SEMICONDUCTOR MFG CO LTD</name>
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        <title>TAIWAN SEMIC MFG CO LTD SP ADR</title>
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        <name>ELEMENT LABS LTD</name>
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        <title>ELEMENT LABS LTD SER C PC PP</title>
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        <name>ALIF SEMICONDUCTOR</name>
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        <name>TENSTORRENT HOLDINGS INC</name>
        <lei>N/A</lei>
        <title>TENSTORRENT HOLDINGS INC CONV 15% 12/31/2026 PP</title>
        <cusip>N/A</cusip>
        <identifiers>
          <other otherDesc="Internal" value="MGH324000"/>
        </identifiers>
        <balance>476900.00000000</balance>
        <units>PA</units>
        <curCd>USD</curCd>
        <valUSD>481049.03000000</valUSD>
        <pctVal>0.006917664703</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>DBT</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>Y</isRestrictedSec>

        <fairValLevel>3</fairValLevel>
        <debtSec>
          <maturityDt>2026-12-31</maturityDt>
          <couponKind>Fixed</couponKind>
          <annualizedRt>0.15000000</annualizedRt>
          <isDefault>N</isDefault>
          <areIntrstPmntsInArrs>N</areIntrstPmntsInArrs>
          <isPaidKind>N</isPaidKind>
          <isMandatoryConvrtbl>Y</isMandatoryConvrtbl>
          <isContngtConvrtbl>Y</isContngtConvrtbl>
          <dbtSecRefInstruments>
            <dbtSecRefInstrument>
              <name>TENSTORRENT HOLDINGS INC</name>
              <title>TENSTORRENT HOLDINGS, INC</title>
              <curCd>USD</curCd>
              <identifiers>
                <other otherDesc="Internal" value="KAW015000"/>
              </identifiers>
            </dbtSecRefInstrument>
          </dbtSecRefInstruments>
          <currencyInfos>
            <currencyInfo convRatio="1000.00000000" curCd="USD"/>
          </currencyInfos>
          <delta>XXXX</delta>
        </debtSec>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>DIAMOND FOUNDRY INC</name>
        <lei>N/A</lei>
        <title>DIAMOND FOUNDRY INC SER C PC PP</title>
        <cusip>N/A</cusip>
        <identifiers>
          <other otherDesc="Internal" value="HDC316000"/>
        </identifiers>
        <balance>18335.00000000</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>602488.10000000</valUSD>
        <pctVal>0.008664003882</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EP</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>Y</isRestrictedSec>

        <fairValLevel>3</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>ELEMENT LABS LTD</name>
        <lei>N/A</lei>
        <title>ELEMENT LABS LTD SER A PC PP</title>
        <cusip>N/A</cusip>
        <identifiers>
          <other otherDesc="Internal" value="LAF392000"/>
        </identifiers>
        <balance>199700.00000000</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>4682965.00000000</valUSD>
        <pctVal>0.067342785597</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EP</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>IL</invCountry>
        <isRestrictedSec>Y</isRestrictedSec>

        <fairValLevel>3</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>KLA CORP</name>
        <lei>549300H0BF5JCG96TJ81</lei>
        <title>KLA CORP</title>
        <cusip>482480100</cusip>
        <identifiers>
          <isin value="US4824801009"/>
        </identifiers>
        <balance>32000.00000000</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>56011200.00000000</valUSD>
        <pctVal>0.805461973914</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>

        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>RETYM INC</name>
        <lei>N/A</lei>
        <title>RETYM INC SER D PC PP</title>
        <cusip>N/A</cusip>
        <identifiers>
          <other otherDesc="Internal" value="KYL756000"/>
        </identifiers>
        <balance>13663.00000000</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>154391.90000000</valUSD>
        <pctVal>0.002220213181</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EP</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>Y</isRestrictedSec>

        <fairValLevel>3</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>RETYM INC</name>
        <lei>N/A</lei>
        <title>RETYM INC SER C PC PP</title>
        <cusip>N/A</cusip>
        <identifiers>
          <other otherDesc="Internal" value="JTU400000"/>
        </identifiers>
        <balance>55074.00000000</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>591494.76000000</valUSD>
        <pctVal>0.008505915548</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EP</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>Y</isRestrictedSec>

        <fairValLevel>3</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>MICRON TECHNOLOGY INC</name>
        <lei>B3DXGBC8GAIYWI2Z0172</lei>
        <title>MICRON TECHNOLOGY INC</title>
        <cusip>595112103</cusip>
        <identifiers>
          <isin value="US5951121038"/>
        </identifiers>
        <balance>455901.00000000</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>235773761.16000000</valUSD>
        <pctVal>3.390514737431</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>

        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>Fidelity Revere Street Trust</name>
        <lei>549300BDV45LJNXBZC55</lei>
        <title>Fidelity Securities Lending Cash Central Fund</title>
        <cusip>31635A303</cusip>
        <identifiers>
          <isin value="US31635A3032"/>
        </identifiers>
        <balance>121716191.85900000</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>121728363.48000000</valUSD>
        <pctVal>1.750499327456</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>STIV</assetCat>
        <issuerCat>RF</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>

        <fairValLevel>1</fairValLevel>
        <securityLending>
          <cashCollateralCondition cashCollateralVal="121728363.48000000" isCashCollateral="Y"/>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>APPLIED MATERIALS INC</name>
        <lei>41BNNE1AFPNAZELZ6K07</lei>
        <title>APPLIED MATERIALS INC</title>
        <cusip>038222105</cusip>
        <identifiers>
          <isin value="US0382221051"/>
        </identifiers>
        <balance>42200.00000000</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>16647478.00000000</valUSD>
        <pctVal>0.239396950798</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>

        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>NVIDIA CORP</name>
        <lei>549300S4KLFTLO7GSQ80</lei>
        <title>NVIDIA CORP</title>
        <cusip>67066G104</cusip>
        <identifiers>
          <isin value="US67066G1040"/>
        </identifiers>
        <balance>7598536.00000000</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>1516439829.52000000</valUSD>
        <pctVal>21.80697107735</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>

        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>MENLO MICRO INC</name>
        <lei>N/A</lei>
        <title>MENLO MICROSYSTEMS INC SER C-1 PC PP</title>
        <cusip>N/A</cusip>
        <identifiers>
          <other otherDesc="Internal" value="MKG156000"/>
        </identifiers>
        <balance>1223600.00000000</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>1343635.16000000</valUSD>
        <pctVal>0.019321975394</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EP</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>Y</isRestrictedSec>

        <fairValLevel>3</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>TAALAS INC</name>
        <lei>N/A</lei>
        <title>TAALAS INC 0% PERP PP</title>
        <cusip>N/A</cusip>
        <identifiers>
          <other otherDesc="Internal" value="MAT056000"/>
        </identifiers>
        <balance>2006368.00000000</balance>
        <units>PA</units>
        <curCd>USD</curCd>
        <valUSD>1999746.99000000</valUSD>
        <pctVal>0.028757108540</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EP</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>CA</invCountry>
        <isRestrictedSec>Y</isRestrictedSec>

        <fairValLevel>3</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>CREDO TECHNOLOGY GROUP HOLDING LTD</name>
        <lei>N/A</lei>
        <title>CREDO TECHNOLOGY GROUP HOLDING LTD</title>
        <cusip>N/A</cusip>
        <identifiers>
          <isin value="KYG254571055"/>
        </identifiers>
        <balance>70952.00000000</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>12346357.52000000</valUSD>
        <pctVal>0.177545232002</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>KY</invCountry>

        <isRestrictedSec>N</isRestrictedSec>

        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>TAALAS INC</name>
        <lei>N/A</lei>
        <title>TAALAS INC WT PP</title>
        <cusip>N/A</cusip>
        <identifiers>
          <other otherDesc="Internal" value="MAR839000"/>
        </identifiers>
        <balance>405132.00000000</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>567184.80000000</valUSD>
        <pctVal>0.008156329244</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>CA</invCountry>
        <isRestrictedSec>Y</isRestrictedSec>

        <fairValLevel>3</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>EMPOWER SEMICONDUCTOR INC</name>
        <lei>N/A</lei>
        <title>EMPOWER SEMICONDUCTOR INC SER D PC PP</title>
        <cusip>N/A</cusip>
        <identifiers>
          <other otherDesc="Internal" value="LHY407000"/>
        </identifiers>
        <balance>248000.00000000</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>1641760.00000000</valUSD>
        <pctVal>0.023609121930</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EP</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>Y</isRestrictedSec>

        <fairValLevel>3</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>ENTEGRIS INC</name>
        <lei>IYX6OWO7BT5DKO3BYG52</lei>
        <title>ENTEGRIS INC</title>
        <cusip>29362U104</cusip>
        <identifiers>
          <isin value="US29362U1043"/>
        </identifiers>
        <balance>247200.00000000</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>34949136.00000000</valUSD>
        <pctVal>0.502581627766</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>

        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
    </invstOrSecs>
    <explntrNotes>
      <explntrNote note="As of March 2025, monthly returns presented in Item B.5.a. have been calculated without deducting any applicable sales loads or redemption fees." noteItem="B.5.a"/>
    </explntrNotes>
    <signature>
      <ncom:dateSigned>2026-05-30</ncom:dateSigned>
      <ncom:nameOfApplicant>Stacie M. Smith</ncom:nameOfApplicant>
      <ncom:signature>Stacie M. Smith</ncom:signature>
      <ncom:signerName>Stacie M. Smith</ncom:signerName>
      <ncom:title>President and Treasurer</ncom:title>
    </signature>
  </formData>
  <documents>XXXX</documents>
</edgarSubmission>
