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