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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3,887 14,000 SH   SOLE   14,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 11,853 155,000 SH   SOLE   155,000 0 0
AIRBNB INC COM CL A 009066101 1,782 20,000 SH   SOLE   20,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,231 90,000 SH   SOLE   90,000 0 0
AMAZON COM INC COM 023135106 13,807 130,000 SH   SOLE   130,000 0 0
ATLASSIAN CORP PLC CL A G06242104 13,587 72,500 SH   SOLE   72,500 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 5,776 27,500 SH   SOLE   27,500 0 0
BENTLEY SYS INC COM CL B 08265T208 2,664 80,000 SH   SOLE   80,000 0 0
BOOKING HOLDINGS INC COM 09857L108 6,646 3,800 SH   SOLE   3,800 0 0
BROADCOM INC COM 11135F101 8,745 18,000 SH   SOLE   18,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 5,626 37,500 SH   SOLE   37,500 0 0
CISCO SYS INC COM 17275R102 2,558 60,000 SH   SOLE   60,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 19,384 115,000 SH   SOLE   115,000 0 0
DATADOG INC CL A COM 23804L103 9,524 100,000 SH   SOLE   100,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 4,621 100,000 SH   SOLE   100,000 0 0
FORTINET INC COM 34959E109 14,145 250,000 SH   SOLE   250,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,326 100,000 SH   SOLE   100,000 0 0
HUBSPOT INC COM 443573100 9,771 32,500 SH   SOLE   32,500 0 0
INTUIT COM 461202103 14,454 37,500 SH   SOLE   37,500 0 0
IQIYI INC SPONSORED ADS 46267X108 1,680 400,000 SH   SOLE   400,000 0 0
JUNIPER NETWORKS INC COM 48203R104 4,988 175,000 SH   SOLE   175,000 0 0
KLA CORP COM NEW 482480100 9,572 30,000 SH   SOLE   30,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 3,265 75,000 SH   SOLE   75,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,310 20,000 SH   SOLE   20,000 0 0
MATCH GROUP INC NEW COM 57667L107 1,568 22,500 SH   SOLE   22,500 0 0
META PLATFORMS INC CL A 30303M102 12,094 75,000 SH   SOLE   75,000 0 0
MONGODB INC CL A 60937P106 12,975 50,000 SH   SOLE   50,000 0 0
NOKIA CORP SPONSORED ADR 654902204 4,884 1,059,495 SH   SOLE   1,059,495 0 0
ON SEMICONDUCTOR CORP COM 682189105 9,559 190,000 SH   SOLE   190,000 0 0
ORACLE CORP COM 68389X105 17,468 250,000 SH   SOLE   250,000 0 0
PALO ALTO NETWORKS INC COM 697435105 16,547 33,500 SH   SOLE   33,500 0 0
PAYCOM SOFTWARE INC COM 70432V102 15,407 55,000 SH   SOLE   55,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 2,657 43,000 SH   SOLE   43,000 0 0
QORVO INC COM 74736K101 6,367 67,500 SH   SOLE   67,500 0 0
SERVICENOW INC COM 81762P102 15,454 32,500 SH   SOLE   32,500 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 4,516 16,500 SH   SOLE   16,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,773 10,000 SH   SOLE   10,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 10,415 85,000 SH   SOLE   85,000 0 0
TEXAS INSTRS INC COM 882508104 4,994 32,500 SH   SOLE   32,500 0 0
THE TRADE DESK INC COM CL A 88339J105 10,054 240,000 SH   SOLE   240,000 0 0
VARONIS SYS INC COM 922280102 1,466 50,000 SH   SOLE   50,000 0 0
VISA INC COM CL A 92826C839 4,922 25,000 SH   SOLE   25,000 0 0
WEX INC COM 96208T104 6,222 40,000 SH   SOLE   40,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 3,239 30,000 SH   SOLE   30,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 13,296 400,000 SH   SOLE   400,000 0 0