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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 15,947 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 5,248 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 9,447 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 6,093 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 7,788 | 2,800 | SH | SOLE | 2,800 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 2,478 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 1,746 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 7,117 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 3,194 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 2,849 | 20,500 | SH | SOLE | 20,500 | 0 | 0 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 9,102 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| BENTLEY SYS INC | COM CL B | 08265T208 | 7,732 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 5,167 | 2,200 | SH | SOLE | 2,200 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 4,408 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 6,578 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 15,245 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 12,489 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 22,721 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 4,102 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 4,847 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | 2,185 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 3,843 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 18,998 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 9,617 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 5,648 | 152,000 | SH | SOLE | 152,000 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 7,321 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 7,148 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 5,437 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 5,063 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 27,724 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 4,641 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 3,702 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 1,878 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 31,851 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 24,900 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| PAYCOM SOFTWARE INC | COM | 70432V102 | 27,710 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 4,626 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 3,209 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 2,215 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 4,319 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 2,740 | 8,500 | SH | SOLE | 8,500 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 1,537 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | 6,579 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 5,709 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| UNITY SOFTWARE INC | COM | 91332U101 | 7,937 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| VARONIS SYS INC | COM | 922280102 | 14,262 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 2,439 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| WEX INC | COM | 96208T104 | 2,677 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 1,045 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 3,234 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||