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
ACTIVISION BLIZZARD INC COM 00507V109   2,952,855 34,500 SH   SOLE   34,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,920,400 40,000 SH   SOLE   40,000 0 0
ALTERYX INC COM CL A 02156B103   1,765,200 30,000 SH   SOLE   30,000 0 0
AMAZON COM INC COM 023135106   2,065,800 20,000 SH   SOLE   20,000 0 0
ANALOG DEVICES INC COM 032654105   3,944,400 20,000 SH   SOLE   20,000 0 0
ANTERO RESOURCES CORP COM 03674X106   1,385,400 60,000 SH   SOLE   60,000 0 0
APPLE INC COM 037833100   4,122,500 25,000 SH   SOLE   25,000 0 0
APPLIED MATLS INC COM 038222105   2,456,600 20,000 SH   SOLE   20,000 0 0
C3 AI INC CL A 12468P104   1,678,500 50,000 SH   SOLE   50,000 0 0
CORNING INC COM 219350105   3,880,800 110,000 SH   SOLE   110,000 0 0
DEERE & CO COM 244199105   4,128,800 10,000 SH   SOLE   10,000 0 0
DISNEY WALT CO COM 254687106   2,503,250 25,000 SH   SOLE   25,000 0 0
EQT CORP COM 26884L109   2,233,700 70,000 SH   SOLE   70,000 0 0
EXXON MOBIL CORP COM 30231G102   1,096,600 10,000 SH   SOLE   10,000 0 0
GITLAB INC CLASS A COM 37637K108   600,075 17,500 SH   SOLE   17,500 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   3,609,000 50,000 SH   SOLE   50,000 0 0
INTEL CORP COM 458140100   13,068,000 400,000 SH   SOLE   400,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   1,910,000 20,000 SH   SOLE   20,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   6,495,000 150,000 SH   SOLE   150,000 0 0
META PLATFORMS INC CL A 30303M102   6,358,200 30,000 SH   SOLE   30,000 0 0
MICROSOFT CORP COM 594918104   12,973,500 45,000 SH   SOLE   45,000 0 0
NETFLIX INC COM 64110L106   3,800,280 11,000 SH   SOLE   11,000 0 0
NVIDIA CORPORATION COM 67066G104   5,555,400 20,000 SH   SOLE   20,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109   3,729,500 20,000 SH   SOLE   20,000 0 0
OCCIDENTAL PETE CORP COM 674599105   2,185,050 35,000 SH   SOLE   35,000 0 0
OKTA INC CL A 679295105   1,724,800 20,000 SH   SOLE   20,000 0 0
ORACLE CORP COM 68389X105   9,292,000 100,000 SH   SOLE   100,000 0 0
PAYPAL HLDGS INC COM 70450Y103   1,518,800 20,000 SH   SOLE   20,000 0 0
PERION NETWORK LTD SHS NEW M78673114   3,958,000 100,000 SH   SOLE   100,000 0 0
PINTEREST INC CL A 72352L106   3,545,100 130,000 SH   SOLE   130,000 0 0
PPG INDS INC COM 693506107   4,007,400 30,000 SH   SOLE   30,000 0 0
RISKIFIED LTD SHS CL A M8216R109   2,528,051 448,236 SH   SOLE   448,236 0 0
SALESFORCE INC COM 79466L302   4,994,500 25,000 SH   SOLE   25,000 0 0
SCHLUMBERGER LTD COM STK 806857108   1,964,000 40,000 SH   SOLE   40,000 0 0
SMARTSHEET INC COM CL A 83200N103   478,000 10,000 SH   SOLE   10,000 0 0
SNAP INC CL A 83304A106   22,420,000 2,000,000 SH Call SOLE   2,000,000 0 0
SNOWFLAKE INC CL A 833445109   771,450 5,000 SH   SOLE   5,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   8,187,800 20,000 SH   SOLE   20,000 0 0
SPLUNK INC COM 848637104   2,397,000 25,000 SH   SOLE   25,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,511,400 70,000 SH   SOLE   70,000 0 0
TD SYNNEX CORPORATION COM 87162W100   967,900 10,000 SH Call SOLE   10,000 0 0
TECK RESOURCES LTD CL B 878742204   5,292,500 145,000 SH   SOLE   145,000 0 0
TERADYNE INC COM 880770102   2,150,200 20,000 SH   SOLE   20,000 0 0
TESLA INC COM 88160R101   2,074,600 10,000 SH   SOLE   10,000 0 0
TWILIO INC CL A 90138F102   1,332,600 20,000 SH   SOLE   20,000 0 0
UIPATH INC CL A 90364P105   1,756,000 100,000 SH   SOLE   100,000 0 0