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      <invstOrSec>
        <name>NOVA LTD</name>
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      <invstOrSec>
        <name>LYTE AI INC</name>
        <lei>N/A</lei>
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      <invstOrSec>
        <name>ASML HOLDING NV</name>
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      <invstOrSec>
        <name>ADVANCED MICRO DEVICES INC</name>
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      <invstOrSec>
        <name>SIMA TECHNOLOGIES INC</name>
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      <invstOrSec>
        <name>ALIF SEMICONDUCTOR</name>
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        <name>IMPINJ INC</name>
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        <name>WOLFSPEED INC</name>
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        <name>NXP SEMICONDUCTORS NV</name>
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        <name>SIMA TECHNOLOGIES INC</name>
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        <name>WESTERN DIGITAL CORP</name>
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        <name>ALLEGRO MICROSYSTEMS INC</name>
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        <name>LIGHTMATTER INC</name>
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          <other otherDesc="Internal" value="JTV027000"/>
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        <valUSD>17559501.29000000</valUSD>
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        <fairValLevel>3</fairValLevel>
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        <name>ALPHA and OMEGA SEMICONDUCTOR LTD</name>
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        <isRestrictedSec>N</isRestrictedSec>

        <fairValLevel>1</fairValLevel>
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        <fairValLevel>1</fairValLevel>
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        <name>AEVA TECHNOLOGIES INC</name>
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        <fairValLevel>1</fairValLevel>
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        <name>AKEANA</name>
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        <fairValLevel>3</fairValLevel>
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        <name>SILICON MOTION TECH CORP</name>
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        <isRestrictedSec>N</isRestrictedSec>

        <fairValLevel>1</fairValLevel>
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        <fairValLevel>1</fairValLevel>
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        <fairValLevel>1</fairValLevel>
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        <isRestrictedSec>N</isRestrictedSec>

        <fairValLevel>1</fairValLevel>
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        <fairValLevel>1</fairValLevel>
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        <name>TAIWAN SEMICONDUCTOR MFG CO LTD</name>
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        <invCountry>TW</invCountry>
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        <fairValLevel>1</fairValLevel>
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        <name>DIAMOND FOUNDRY INC</name>
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        <name>RETYM INC</name>
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        <name>MICRON TECHNOLOGY INC</name>
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        <fairValLevel>1</fairValLevel>
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        <fairValLevel>1</fairValLevel>
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        <name>NVIDIA CORP</name>
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        <title>NVIDIA CORP</title>
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        <invCountry>US</invCountry>
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        <fairValLevel>1</fairValLevel>
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      </invstOrSec>
    </invstOrSecs>
    <signature>
      <ncom:dateSigned>2024-12-30</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>
