The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   2,957,934 16,239 SH   SOLE 1 16,239 0 0
ALPHABET INC CAP STK CL A 02079K305   68,108,071 373,912 SH   SOLE   373,912 0 0
AMAZON COM INC COM 023135106   182,148,754 942,555 SH   SOLE   942,555 0 0
APPLE INC COM 037833100   110,275,788 523,577 SH   SOLE   523,577 0 0
APPLE INC COM 037833100   4,788,446 22,735 SH   SOLE 1 22,735 0 0
AT&T INC COM 00206R102   200,664,555 10,500,500 SH   SOLE   10,500,500 0 0
AT&T INC COM 00206R102   8,946,270 468,146 SH   SOLE 1 468,146 0 0
AUTODESK INC COM 052769106   94,244,797 380,864 SH   SOLE   380,864 0 0
AUTODESK INC COM 052769106   4,090,101 16,529 SH   SOLE 1 16,529 0 0
BLOCK INC CL A 852234103   6,874,441 106,597 SH   SOLE 1 106,597 0 0
BLOCK INC CL A 852234103   156,854,900 2,432,236 SH   SOLE   2,432,236 0 0
BLOOM ENERGY CORP COM CL A 093712107   34,698,454 2,834,841 SH   SOLE   2,834,841 0 0
BLOOM ENERGY CORP COM CL A 093712107   1,490,734 121,792 SH   SOLE 1 121,792 0 0
BROADCOM INC COM 11135F101   2,926,881 1,823 SH   SOLE 1 1,823 0 0
BROADCOM INC COM 11135F101   67,424,232 41,995 SH   SOLE   41,995 0 0
CARVANA CO CL A 146869102   98,204,092 762,928 SH   SOLE   762,928 0 0
CARVANA CO CL A 146869102   4,255,226 33,058 SH   SOLE 1 33,058 0 0
COMCAST CORP NEW CL A 20030N101   3,874,569 98,942 SH   SOLE 1 98,942 0 0
COMCAST CORP NEW CL A 20030N101   81,922,720 2,092,000 SH   SOLE   2,092,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   3,488,566 12,759 SH   SOLE 1 12,759 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   80,272,831 293,588 SH   SOLE   293,588 0 0
DAYFORCE INC COM 15677J108   2,450,885 49,413 SH   SOLE 1 49,413 0 0
DAYFORCE INC COM 15677J108   56,438,699 1,137,877 SH   SOLE   1,137,877 0 0
GLOBAL E ONLINE LTD SHS M5216V106   4,034,566 111,237 SH   SOLE 1 111,237 0 0
GLOBAL E ONLINE LTD SHS M5216V106   92,950,870 2,562,748 SH   SOLE   2,562,748 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   1,080,904 304,480 SH   SOLE 1 304,480 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   25,168,087 7,089,602 SH   SOLE   7,089,602 0 0
HASHICORP INC COM CL A 418100103   37,245,238 1,105,528 SH   SOLE   1,105,528 0 0
HASHICORP INC COM CL A 418100103   1,602,195 47,557 SH   SOLE 1 47,557 0 0
MARVELL TECHNOLOGY INC COM 573874104   115,658,288 1,654,625 SH   SOLE   1,654,625 0 0
MARVELL TECHNOLOGY INC COM 573874104   5,026,859 71,915 SH   SOLE 1 71,915 0 0
MICROSOFT CORP COM 594918104   151,918,305 339,900 SH   SOLE   339,900 0 0
MICROSOFT CORP COM 594918104   6,661,790 14,905 SH   SOLE 1 14,905 0 0
MONGODB INC CL A 60937P106   55,572,607 222,326 SH   SOLE   222,326 0 0
MONGODB INC CL A 60937P106   2,406,365 9,627 SH   SOLE 1 9,627 0 0
NEWS CORP NEW CL A 65249B109   78,523,578 2,848,153 SH   SOLE   2,848,153 0 0
NVIDIA CORPORATION COM 67066G104   41,411,967 335,211 SH   SOLE   335,211 0 0
NVIDIA CORPORATION COM 67066G104   1,798,372 14,557 SH   SOLE 1 14,557 0 0
ON HLDG AG NAMEN AKT A H5919C104   21,251,070 547,708 SH   SOLE   547,708 0 0
ON HLDG AG NAMEN AKT A H5919C104   922,586 23,778 SH   SOLE 1 23,778 0 0
ORACLE CORP COM 68389X105   279,393,852 1,978,710 SH   SOLE   1,978,710 0 0
PINTEREST INC CL A 72352L106   83,101,257 1,885,665 SH   SOLE   1,885,665 0 0
PINTEREST INC CL A 72352L106   3,603,824 81,775 SH   SOLE 1 81,775 0 0
QORVO INC COM 74736K101   62,937,891 542,381 SH   SOLE   542,381 0 0
QORVO INC COM 74736K101   2,705,473 23,315 SH   SOLE 1 23,315 0 0
SHOPIFY INC CL A 82509L107   66,895,440 1,012,800 SH   SOLE   1,012,800 0 0
SHOPIFY INC CL A 82509L107   2,872,977 43,497 SH   SOLE 1 43,497 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   3,357,553 10,700 SH   SOLE 1 10,700 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   105,433,440 336,000 SH   SOLE   336,000 0 0
TRIMBLE INC COM 896239100   9,320,802 166,681 SH   SOLE 1 166,681 0 0
TRIMBLE INC COM 896239100   214,124,782 3,829,127 SH   SOLE   3,829,127 0 0
WAYFAIR INC CL A 94419L101   3,385,266 64,200 SH   SOLE 1 64,200 0 0
WAYFAIR INC CL A 94419L101   73,980,190 1,403,000 SH   SOLE   1,403,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   5,381,240 116,000 SH   SOLE 1 116,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   123,814,910 2,669,000 SH   SOLE   2,669,000 0 0