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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 1,196,055 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 3,311,144 | 25,400 | SH | SOLE | 25,400 | 0 | 0 | ||
AMKOR TECHNOLOGY INC | COM | 031652100 | 1,130,500 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
APPLIED DIGITAL CORP | COM NEW | 038169207 | 3,833,500 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 1,579,400 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 210,678 | 1,300 | SH | SOLE | 1,300 | 0 | 0 | ||
DIGITAL TURBINE INC | COM NEW | 25400W102 | 464,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
FABRINET | SHS | G3323L100 | 3,766,520 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||
GITLAB INC | CLASS A COM | 37637K108 | 2,044,400 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 567,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 2,326,610 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 4,954,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 |