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 |
|
||||||||||||||||
| 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 | 129,870 | 1,187,763 | SH | SOLE | 1,187,763 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 60,207 | 25,637 | SH | SOLE | 25,637 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 30,253 | 498,977 | SH | SOLE | 498,977 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 8,452 | 1,072,689 | SH | SOLE | 1,072,689 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 19,290 | 127,352 | SH | SOLE | 127,352 | 0 | 0 | ||
| ERICSSON | ADR B SEK 10 | 294821608 | 29,144 | 3,188,587 | SH | SOLE | 3,188,587 | 0 | 0 | ||
| ERICSSON | ADR B SEK 10 | 294821608 | 36,972 | 3,276,785 | SH | Call | SOLE | 3,276,785 | 0 | 0 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 64,269 | 328,457 | SH | SOLE | 328,457 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 16,847 | 152,601 | SH | SOLE | 152,601 | 0 | 0 | ||
| FRESHWORKS INC | CLASS A COM | 358054104 | 4,933 | 275,267 | SH | SOLE | 275,267 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 55,314 | 1,488,537 | SH | SOLE | 1,488,537 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 77,198 | 2,010,362 | SH | SOLE | 2,010,362 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 63,462 | 884,991 | SH | SOLE | 884,991 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 34,525 | 111,982 | SH | SOLE | 111,982 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 72,412 | 149,095 | SH | SOLE | 149,095 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 237 | 2,801 | SH | SOLE | 2,801 | 0 | 0 | ||
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 547 | 6,558 | SH | SOLE | 6,558 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 21,120 | 3,868,164 | SH | SOLE | 3,868,164 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 33,464 | 99,530 | SH | Put | SOLE | 99,530 | 0 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 100,551 | 161,524 | SH | SOLE | 161,524 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 33,466 | 218,994 | SH | SOLE | 218,994 | 0 | 0 | ||
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 36,764 | 731,778 | SH | SOLE | 731,778 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 36,557 | 159,545 | SH | SOLE | 159,545 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 10,474 | 100,462 | SH | SOLE | 100,462 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 7,406 | 48,173 | SH | SOLE | 48,173 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 56,025 | 51,990 | SH | SOLE | 51,990 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 51,549 | 38,790 | SH | Put | SOLE | 38,790 | 0 | 0 | |
| TRIP COM GROUP LTD | ADS | 89677Q107 | 45,358 | 1,961,868 | SH | SOLE | 1,961,868 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 72,029 | 2,018,743 | SH | SOLE | 2,018,743 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 46,514 | 913,126 | SH | SOLE | 913,126 | 0 | 0 | ||
| VONTIER CORPORATION | COM | 928881101 | 405 | 15,970 | SH | SOLE | 15,970 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 51,668 | 440,734 | SH | SOLE | 440,734 | 0 | 0 | ||
| ZUORA INC | COM CL A | 98983V106 | 2,263 | 151,074 | SH | SOLE | 151,074 | 0 | 0 | ||