ARM HOLDINGS PLC SPONSORED ADS 042068205 BBG01J1GXZF0 5707750 19705 SH SOLE 19705 0 0 ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 BBG00KLHL9W6 5098095 114667 SH SOLE 114667 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG000BBQCY0 5815391 9506 SH SOLE 9506 0 0 BLOOM ENERGY CORP COM CL A 093712107 BBG000N7KBZ3 3883260 14020 SH SOLE 14020 0 0 CITIGROUP INC COM NEW 172967424 BBG000FY4S11 3870157 29890 SH SOLE 29890 0 0 COHERENT CORP COM 19247G107 BBG000BLW102 5677916 19728 SH SOLE 19728 0 0 DATADOG INC CL A COM 23804L103 BBG003NJHZT9 8709252 31803 SH SOLE 31803 0 0 DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZS1 4190631 7790 SH SOLE 7790 0 0 SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 BBG000BHVSG6 5658912 33600 SH SOLE 33600 0 0 INTEL CORP COM 458140100 BBG000C0G1D1 7326335 60936 SH SOLE 60936 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG000LV0836 5384877 63040 SH SOLE 63040 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG000BSWKH7 24105405 32585 SH SOLE 32585 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2MY7 18532502 89090 SH SOLE 89090 0 0 LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RT7 8874403 9137 SH SOLE 9137 0 0 MARATHON PETE CORP COM 56585A102 BBG001DCCGR8 1394646 3527 SH SOLE 3527 0 0 MARRIOTT INTL INC NEW CL A 571903202 BBG000BGD7W6 2927164 8230 SH SOLE 8230 0 0 MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ153 7575429 28672 SH SOLE 28672 0 0 MERCK & CO INC COM 58933Y105 BBG000BPD168 5390274 37095 SH SOLE 37095 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG000C5Z1S3 5532181 5194 SH SOLE 5194 0 0 NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 7180267 31440 SH SOLE 31440 0 0 PALO ALTO NETWORKS INC COM 697435105 BBG0014GJCT9 5812645 14630 SH SOLE 14630 0 0 SK HYNIX INC AMERICAN DEPOSIT 78392B206 BBG0238L5JS9 6873767 37327 SH SOLE 37327 0 0 SPDR SERIES TRUST ST STR P500VAL 78464A508 BBG000C9PJB5 8192643 134020 SH SOLE 134020 0 0 SANDISK CORP COM 80004C200 BBG01R388JG1 6227066 3579 SH SOLE 3579 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWKW5 9823084 301970 SH SOLE 301970 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQF0 5765547 6251 SH SOLE 6251 0 0 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 BBG000BJ7007 25602534 130792 SH SOLE 130792 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD8ZK0 9397514 20600 SH SOLE 20600 0 0 TERADYNE INC COM 880770102 BBG000BV4DR6 7824160 19516 SH SOLE 19516 0 0 ULTRA CLEAN HLDGS INC COM 90385V107 BBG000HSLV70 3626624 44740 SH SOLE 44740 0 0 ISHARES INC MSCI STH KOR ETF 464286772 BBG000CDKWX8 10979595 60070 SH SOLE 60070 0 0 ISHARES TR ISHARES SEMICDTR 464287523 BBG000JP3063 20596709 36221 SH SOLE 36221 0 0