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
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 80,400,714 445,458 SH   SOLE   445,458 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 53,027,920 257,130 SH   SOLE   257,130 0 0
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 30,068,026 103,690 SH   SOLE   103,690 0 0
ASTERA LABS INC COM 04626A103 BBG00TDKHWK6 1,886,355 25,426 SH   SOLE   25,426 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 40,206,792 129,166 SH   SOLE   129,166 0 0
CAMTEK LTD ORD M20791105 BBG001SBFT84 2,403,361 28,690 SH   SOLE   28,690 0 0
COHERENT CORP COM 19247G107 BBG001S5S6N6 8,331,007 137,430 SH   SOLE   137,430 0 0
FABRINET SHS G3323L100 BBG001SP57F4 2,617,549 13,848 SH   SOLE   13,848 0 0
INTEL CORP COM 458140100 BBG001S5SF65 35,757,382 809,540 SH   SOLE   809,540 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 30,055,974 43,025 SH   SOLE   43,025 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 53,077,841 54,631 SH   SOLE   54,631 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 32,414,629 457,317 SH   SOLE   457,317 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 15,148,983 128,501 SH   SOLE   128,501 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 9,634,267 14,222 SH   SOLE   14,222 0 0
ONTO INNOVATION INC COM 683344105 BBG001S5THX0 8,812,620 48,667 SH   SOLE   48,667 0 0
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 55,391,055 54,841 SH   SOLE   54,841 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 28,044,648 49,072 SH   SOLE   49,072 0 0
TERADYNE INC COM 880770102 BBG001S5WMZ3 1,089,938 9,660 SH   SOLE   9,660 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 18,617,167 227,956 SH   SOLE   227,956 0 0