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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CIRCLE INTERNET GROUP INC | $110.0M | 1153000 | 48.46% |
| 2 | MICRON TECHNOLOGY INC | $45.6M | 134900 | 20.08% |
| 3 | DIREXION SHARES ETF TRUST | $19.9M | 70000 | 8.76% |
| 4 | SUPERX AI TECHNOLOGY LTD | $17.1M | 2139556 | 7.54% |
| 5 | SANDISK CORP | $12.6M | 19900 | 5.57% |
| 6 | CIRCLE INTERNET GROUP INCCALL | $8.1M | 3000 | 3.59% |
| 7 | SUNRISE NEW ENERGY CO LTD | $5.4M | 7000000 | 2.38% |
| 8 | PINDUODUO INC | $5.1M | 50000 | 2.25% |
| 9 | ISPIRE TECHNOLOGY INC | $2.8M | 1504056 | 1.22% |
| 10 | PINDUODUO INCCALL | $353K | 1000 | 0.16% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.