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
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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   7,064,400 14,000 SH   SOLE   14,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   11,551,360 64,000 SH   SOLE   64,000 0 0
ALPHABET INC COM 02079K305   4,527,900 30,000 SH   SOLE   30,000 0 0
AMAZON COM INC COM 023135106   24,351,300 135,000 SH   SOLE   135,000 0 0
APPLE INC COM 037833100   5,144,400 30,000 SH   SOLE   30,000 0 0
APPLIED MATLS INC COM 038222105   2,062,300 10,000 SH   SOLE   10,000 0 0
BLOCK INC CL A 852234103   2,114,500 25,000 SH   SOLE   25,000 0 0
BROADCOM INC COM 11135F101   10,603,280 8,000 SH   SOLE   8,000 0 0
CARVANA CO CL A 146869102   879,100 10,000 SH   SOLE   10,000 0 0
CLOUDFLARE INC CL A COM 18915M107   1,210,375 12,500 SH   SOLE   12,500 0 0
COMCAST CORP NEW CL A 20030N101   2,167,500 50,000 SH   SOLE   50,000 0 0
DATADOG INC CL A COM 23804L103   4,017,000 32,500 SH   SOLE   32,500 0 0
DELL TECHNOLOGIES INC CL C 24703L202   4,564,400 40,000 SH   SOLE   40,000 0 0
DISNEY WALT CO COM 254687106   11,318,300 92,500 SH   SOLE   92,500 0 0
ELASTIC N V ORD SHS N14506104   1,704,080 17,000 SH   SOLE   17,000 0 0
GITLAB INC CLASS A COM 37637K108   3,499,200 60,000 SH   SOLE   60,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   6,265,350 15,000 SH   SOLE   15,000 0 0
HUBSPOT INC COM 443573100   6,265,600 10,000 SH   SOLE   10,000 0 0
HUNT J B TRANS SVCS INC COM 445658107   5,977,500 30,000 SH   SOLE   30,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   4,206,000 20,000 SH   SOLE   20,000 0 0
KLA CORP COM NEW 482480100   5,588,560 8,000 SH   SOLE   8,000 0 0
LAM RESEARCH CORP COM 512807108   4,857,850 5,000 SH   SOLE   5,000 0 0
MAPLEBEAR INC COM 565394103   1,864,500 50,000 SH   SOLE   50,000 0 0
META PLATFORMS INC CL A 30303M102   14,567,400 30,000 SH   SOLE   30,000 0 0
MICRON TECHNOLOGY INC COM 595112103   4,126,150 35,000 SH   SOLE   35,000 0 0
MICROSOFT CORP COM 594918104   21,036,000 50,000 SH   SOLE   50,000 0 0
MONGODB INC CL A 60937P106   7,172,800 20,000 SH   SOLE   20,000 0 0
NASDAQ INC COM 631103108   4,417,000 70,000 SH   SOLE   70,000 0 0
NETFLIX INC COM 64110L106   6,073,300 10,000 SH   SOLE   10,000 0 0
NUTANIX INC CL A 67059N108   4,937,600 80,000 SH   SOLE   80,000 0 0
NVIDIA CORPORATION COM 67066G104   9,035,600 10,000 SH   SOLE   10,000 0 0
ORACLE CORP COM 68389X105   13,189,050 105,000 SH   SOLE   105,000 0 0
PAYPAL HLDGS INC COM 70450Y103   7,368,900 110,000 SH   SOLE   110,000 0 0
PURE STORAGE INC CL A 74624M102   4,679,100 90,000 SH   SOLE   90,000 0 0
ROCKET COS INC COM CL A 77311W101   5,820,000 400,000 SH   SOLE   400,000 0 0
ROKU INC COM CL A 77543R102   2,606,800 40,000 SH   SOLE   40,000 0 0
SALESFORCE INC COM 79466L302   6,023,600 20,000 SH   SOLE   20,000 0 0
SERVICENOW INC COM 81762P102   6,099,200 8,000 SH   SOLE   8,000 0 0
SHOPIFY INC CL A 82509L107   2,700,950 35,000 SH   SOLE   35,000 0 0
SNAP INC CL A 83304A106   1,722,000 150,000 SH   SOLE   150,000 0 0
SNOWFLAKE INC CL A 833445109   4,040,000 25,000 SH   SOLE   25,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,802,500 50,000 SH   SOLE   50,000 0 0
TD SYNNEX CORPORATION COM 87162W100   6,220,500 55,000 SH   SOLE   55,000 0 0
TECK RESOURCES LTD CL B 878742204   2,746,800 60,000 SH   SOLE   60,000 0 0
TEXAS INSTRS INC COM 882508104   4,355,250 25,000 SH   SOLE   25,000 0 0
THE TRADE DESK INC COM CL A 88339J105   5,245,200 60,000 SH   SOLE   60,000 0 0
TWILIO INC CL A 90138F102   6,726,500 110,000 SH   SOLE   110,000 0 0
UNION PAC CORP COM 907818108   7,377,900 30,000 SH   SOLE   30,000 0 0
UNITY SOFTWARE INC COM 91332U101   534,000 20,000 SH   SOLE   20,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   5,308,550 65,000 SH   SOLE   65,000 0 0
WESTERN DIGITAL CORP. COM 958102105   4,435,600 65,000 SH   SOLE   65,000 0 0
WORKDAY INC CL A 98138H101   5,455,000 20,000 SH   SOLE   20,000 0 0
XPO INC COM 983793100   2,440,600 20,000 SH   SOLE   20,000 0 0