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 |
APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 339,326 | 40,932 | SH | SOLE | 40,932 | 0 | 0 | ||
ACM RESH INC | COM CL A | 00108J109 | 392,020 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 3,865,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
APPLIED DIGITAL CORP | COM NEW | 038169207 | 2,528,750 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 1,284,424 | 800 | SH | SOLE | 800 | 0 | 0 | ||
CAMTEK LTD | ORD | M20791105 | 4,133,170 | 33,002 | SH | SOLE | 33,002 | 0 | 0 | ||
CAMECO CORP | COM | 13321L108 | 639,600 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
CONSTELLATION ENERGY CORP | COM | 21037T109 | 1,351,021 | 6,746 | SH | SOLE | 6,746 | 0 | 0 | ||
CELESTICA INC | COM | 15101Q207 | 1,031,940 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
COHERENT CORP | COM | 19247G107 | 1,159,360 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
CORE SCIENTIFIC INC NEW | COM | 21874A106 | 1,246,200 | 134,000 | SH | SOLE | 134,000 | 0 | 0 | ||
DELL TECHNOLOGIES INC | CL C | 24703L202 | 896,415 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
FABRINET | SHS | G3323L100 | 734,370 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
GEO GROUP INC NEW | COM | 36162J106 | 804,160 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
HIMS & HERS HEALTH INC | COM CL A | 433000106 | 827,790 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 804,460 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 5,404,000 | 2,000 | SH | Call | SOLE | 2,000 | 0 | 0 | |
LUMENTUM HLDGS INC | COM | 55024U109 | 1,222,080 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
MODINE MFG CO | COM | 607828100 | 2,705,130 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 1,188,300 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 1,972,950 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
NETAPP INC | COM | 64110D104 | 901,600 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 741,240 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | 1,326,600 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
PURE STORAGE INC | CL A | 74624M102 | 770,520 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 1,133,860 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
SEMTECH CORP | COM | 816850101 | 298,800 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | 868,500 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 4,180,898 | 48,295 | SH | SOLE | 48,295 | 0 | 0 | ||
VISTRA CORP | COM | 92840M102 | 773,820 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
WESTERN DIGITAL CORP. | COM | 958102105 | 3,712,730 | 49,000 | SH | SOLE | 49,000 | 0 | 0 |