The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADOBE INC | COM | 00724F101 | 10,057,183 | 19,931 | SH | SOLE | 19,931 | 0 | 0 | |||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 24,997,865 | 138,500 | SH | SOLE | 138,500 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 16,602,300 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 28,860,800 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| BILL HOLDINGS INC | COM | 090043100 | 19,722,640 | 287,000 | SH | SOLE | 287,000 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 22,266,888 | 16,800 | SH | SOLE | 16,800 | 0 | 0 | |||
| CELLEBRITE DI LTD | *W EXP 99/99/999 | M2197Q115 | 3,495,715 | 1,672,591 | SH | SOLE | 1,672,591 | 0 | 0 | |||
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | 8,143,423 | 734,966 | SH | SOLE | 734,966 | 0 | 0 | |||
| DOORDASH INC | CL A | 25809K105 | 13,117,830 | 95,250 | SH | SOLE | 95,250 | 0 | 0 | |||
| HASHICORP INC | COM CL A | 418100103 | 5,659,500 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | |||
| INDIE SEMICONDUCTOR INC | CLASS A COM | 45569U101 | 12,695,325 | 1,793,125 | SH | SOLE | 1,793,125 | 0 | 0 | |||
| JFROG LTD | ORD SHS | M6191J100 | 24,718,980 | 559,000 | SH | SOLE | 559,000 | 0 | 0 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 13,643,927 | 9,024 | SH | SOLE | 9,024 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 22,093,890 | 45,500 | SH | SOLE | 45,500 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 19,353,120 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | |||
| NERDY INC | CL A COM | 64081V109 | 1,724,041 | 592,454 | SH | SOLE | 592,454 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 70,477,680 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | |||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 9,813,974 | 119,435 | SH | SOLE | 119,435 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 18,493,958 | 61,405 | SH | SOLE | 61,405 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 14,244,435 | 104,700 | SH | Put | SOLE | 104,700 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 45,559,064 | 334,870 | SH | SOLE | 334,870 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 7,753,278 | 100,705 | SH | SOLE | 100,705 | 0 | 0 | |||