The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 18,558,148 37,952 SH   SOLE   37,952 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 120,791,417 1,060,411 SH   SOLE   1,060,411 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 125,098,111 1,045,097 SH   SOLE   1,045,097 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 114,274,431 944,651 SH   SOLE   944,651 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 47,194,100 362,029 SH   SOLE   362,029 0 0
APPLE INC COM 037833100 BBG001S5N8V8 128,699,095 663,500 SH   SOLE   663,500 0 0
BLOCK INC CL A 852234103 BBG001TFLWL5 2,263,380 34,000 SH   SOLE   34,000 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 223,246,989 257,366 SH   SOLE   257,366 0 0
COHERENT CORP COM 19247G107 BBG001S5S6N6 169,709,361 3,328,940 SH   SOLE   3,328,940 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 BBG00T68J2H9 22,630,434 1,305,100 SH   SOLE   1,305,100 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 BBG001T6LDF4 73,757,479 1,857,871 SH   SOLE   1,857,871 0 0
DYNATRACE INC COM NEW 268150109 BBG00PNN7CW9 1,766,553 34,322 SH   SOLE   34,322 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 17,676,079 27,496 SH   SOLE   27,496 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG001T4BB37 47,909,114 731,102 SH   SOLE   731,102 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 235,602,485 3,941,159 SH   SOLE   3,941,159 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 281,078,830 979,437 SH   SOLE   979,437 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 150,261,232 441,244 SH   SOLE   441,244 0 0
MONGODB INC CL A 60937P106 BBG0022FDRZ7 205,681,178 500,453 SH   SOLE   500,453 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 159,810,298 295,819 SH   SOLE   295,819 0 0
NEW RELIC INC COM 64829B100 BBG001V14078 216,083 3,302 SH   SOLE   3,302 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 214,448,720 506,947 SH   SOLE   506,947 0 0
OKTA INC CL A 679295105 BBG001YV1SN3 11,654,406 168,052 SH   SOLE   168,052 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 206,621,507 1,735,003 SH   SOLE   1,735,003 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 120,605,575 472,019 SH   SOLE   472,019 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 176,566,206 2,553,749 SH   SOLE   2,553,749 0 0
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 66,266,149 376,555 SH   SOLE   376,555 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 49,013,917 485,671 SH   SOLE   485,671 0 0
TERADATA CORP DEL COM 88076W103 BBG001SPRJ28 2,856,847 53,489 SH   SOLE   53,489 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 154,444,300 590,000 SH   SOLE   590,000 0 0
TRIP COM GROUP LTD ADS 89677Q107 BBG001S6VL20 481,250 13,750 SH   SOLE   13,750 0 0
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 10,314,682 237,556 SH   SOLE   237,556 0 0
WESTERN DIGITAL CORP. COM 958102105 BBG001S5XD28 8,057,963 212,443 SH   SOLE   212,443 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 6,891,678 30,509 SH   SOLE   30,509 0 0
ZSCALER INC COM 98980G102 BBG003338H61 2,983,203 20,391 SH   SOLE   20,391 0 0