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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109 41,906 450,600 SH   SOLE   450,600 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 21,066 44,316 SH   SOLE   44,316 0 0
ALPHABET INC CAP STK CL A 02079K305 41,250 20,000 SH   SOLE   20,000 0 0
AMAZON COM INC COM 023135106 24,923 8,055 SH   SOLE   8,055 0 0
AMBARELLA INC SHS G037AX101 11,655 116,100 SH   SOLE   116,100 0 0
AMERICAN TOWER CORP NEW COM 03027X100 15,095 63,142 SH   SOLE   63,142 0 0
APPLIED MATLS INC COM 038222105 16,152 120,900 SH   SOLE   120,900 0 0
ARISTA NETWORKS INC COM 040413106 18,422 61,023 SH   SOLE   61,023 0 0
ATLASSIAN CORP PLC CL A G06242104 17,282 82,000 SH   SOLE   82,000 0 0
BOX INC CL A 10316T104 7,318 318,713 SH   SOLE   318,713 0 0
CIRRUS LOGIC INC COM 172755100 22,919 270,300 SH   SOLE   270,300 0 0
CISCO SYS INC COM 17275R102 7,757 150,000 SH   SOLE   150,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 29,129 159,600 SH   SOLE   159,600 0 0
DYNATRACE INC COM NEW 268150109 26,059 540,200 SH   SOLE   540,200 0 0
F5 NETWORKS INC COM 315616102 34,944 167,500 SH   SOLE   167,500 0 0
FACEBOOK INC CL A 30303M102 34,548 117,300 SH   SOLE   117,300 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 31,679 225,300 SH   SOLE   225,300 0 0
JD.COM INC SPON ADR CL A 47215P106 17,510 207,637 SH   SOLE   207,637 0 0
LYFT INC CL A COM 55087P104 60,015 949,900 SH   SOLE   949,900 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 26,226 535,452 SH   SOLE   535,452 0 0
MICRON TECHNOLOGY INC COM 595112103 19,247 218,200 SH   SOLE   218,200 0 0
MICROSOFT CORP COM 594918104 37,629 159,600 SH   SOLE   159,600 0 0
NETFLIX INC COM 64110L106 18,545 35,550 SH   SOLE   35,550 0 0
NVIDIA CORPORATION COM 67066G104 21,945 41,100 SH   SOLE   41,100 0 0
NXP SEMICONDUCTORS N V COM N6596X109 22,178 110,150 SH   SOLE   110,150 0 0
OKTA INC CL A 679295105 11,022 50,000 SH   SOLE   50,000 0 0
PALO ALTO NETWORKS INC COM 697435105 96,618 300,000 SH   SOLE   300,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 33,549 298,374 SH   SOLE   298,374 0 0
PINTEREST INC CL A 72352L106 26,636 359,800 SH   SOLE   359,800 0 0
QORVO INC COM 74736K101 18,919 103,551 SH   SOLE   103,551 0 0
RINGCENTRAL INC CL A 76680R206 23,331 78,325 SH   SOLE   78,325 0 0
ROBLOX CORP CL A 771049103 17,595 271,400 SH   SOLE   271,400 0 0
SALESFORCE COM INC COM 79466L302 16,102 76,000 SH   SOLE   76,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 17,264 62,200 SH   SOLE   62,200 0 0
SERVICENOW INC COM 81762P102 38,859 77,700 SH   SOLE   77,700 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 55,044 300,000 SH   SOLE   300,000 0 0
SNOWFLAKE INC CL A 833445109 20,979 91,500 SH   SOLE   91,500 0 0
T-MOBILE US INC COM 872590104 64,018 510,958 SH   SOLE   510,958 0 0
TRIPADVISOR INC COM 896945201 5,331 99,100 SH   SOLE   99,100 0 0
TWILIO INC CL A 90138F102 52,409 153,800 SH   SOLE   153,800 0 0
TWITTER INC COM 90184L102 40,895 642,700 SH   SOLE   642,700 0 0
UBER TECHNOLOGIES INC COM 90353T100 55,669 1,021,256 SH   SOLE   1,021,256 0 0
DISNEY WALT CO COM 254687106 35,908 194,600 SH   SOLE   194,600 0 0
WORKDAY INC CL A 98138H101 37,144 149,516 SH   SOLE   149,516 0 0
ZILLOW GROUP INC CL A 98954M101 7,502 57,100 SH   SOLE   57,100 0 0
ZSCALER INC COM 98980G102 26,300 153,200 SH   SOLE   153,200 0 0