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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | LUMENTUM HLDGS INC | $25.5M | 36321 | 18.58% |
| 2 | SANDISK CORP | $13.4M | 21140 | 9.77% |
| 3 | MICRON TECHNOLOGY INC | $12.6M | 37384 | 9.19% |
| 4 | ADVANCED MICRO DEVICES INC | $11.4M | 55900 | 8.28% |
| 5 | ATOUR LIFESTYLE HLDGS LTD | $10.9M | 295684 | 7.92% |
| 6 | BAIDU INC | $7.2M | 64558 | 5.23% |
| 7 | DIGITALOCEAN HLDGS INC | $7.0M | 81500 | 5.09% |
| 8 | NVIDIA CORPORATION | $6.9M | 39725 | 5.04% |
| 9 | VNET GROUP INC | $5.2M | 614400 | 3.75% |
| 10 | STAAR SURGICAL CO | $5.0M | 268084 | 3.65% |
| 11 | TRIP COM GROUP LTD | $4.7M | 94790 | 3.43% |
| 12 | FUTU HLDGS LTD | $4.6M | 33767 | 3.36% |
| 13 | TERADYNE INC | $4.6M | 15500 | 3.34% |
| 14 | TAIWAN SEMICONDUCTOR MANUFAC | $4.5M | 13405 | 3.30% |
| 15 | GDS HLDGS LTD | $4.3M | 106200 | 3.11% |
| 16 | RAMBUS INC DEL | $4.3M | 49578 | 3.10% |
| 17 | META PLATFORMS INC | $2.3M | 4020 | 1.67% |
| 18 | SYNOPSYS INC | $2.3M | 5728 | 1.65% |
| 19 | ALIBABA GROUP HLDG LTD | $715K | 5700 | 0.52% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.