The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 2,187,445 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | |||
AMPHENOL CORP NEW | CL A | 032095101 | 2,284,200 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
ANALOG DEVICES INC | COM | 032654105 | 1,640,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
APPLIED MATLS INC | COM | 038222105 | 4,138,650 | 42,500 | SH | SOLE | 42,500 | 0 | 0 | |||
BOOKING HOLDINGS INC | COM | 09857L108 | 1,813,752 | 900 | SH | SOLE | 900 | 0 | 0 | |||
BROADCOM INC | COM | 11135F101 | 3,913,910 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | |||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 2,329,280 | 14,500 | SH | SOLE | 14,500 | 0 | 0 | |||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 1,261,600 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
CLOUDFLARE INC | CL A COM | 18915M107 | 1,672,770 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | |||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 3,731,750 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
GITLAB INC | CLASS A COM | 37637K108 | 1,363,200 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
JD.COM INC | SPON ADR CL A | 47215P106 | 1,571,640 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | |||
JUNIPER NETWORKS INC | COM | 48203R104 | 3,196,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
KLA CORP | COM NEW | 482480100 | 4,335,845 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | |||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 5,563,680 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | |||
MATCH GROUP INC NEW | COM | 57667L107 | 829,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
MERCADOLIBRE INC | COM | 58733R102 | 2,242,536 | 2,650 | SH | SOLE | 2,650 | 0 | 0 | |||
META PLATFORMS INC | CL A | 30303M102 | 5,776,320 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | |||
NETEASE INC | SPONSORED ADS | 64110W102 | 1,234,710 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | |||
NETFLIX INC | COM | 64110L106 | 3,833,440 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | |||
NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 522,300 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
NVIDIA CORPORATION | COM | 67066G104 | 7,380,070 | 50,500 | SH | SOLE | 50,500 | 0 | 0 | |||
OKTA INC | CL A | 679295105 | 2,562,375 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | |||
ON SEMICONDUCTOR CORP | COM | 682189105 | 2,494,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
ORACLE CORP | COM | 68389X105 | 1,471,320 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | |||
PAYCOM SOFTWARE INC | COM | 70432V102 | 1,241,240 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | |||
PAYPAL HLDGS INC | COM | 70450Y103 | 1,281,960 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | |||
PINDUODUO INC | SPONSORED ADS | 722304102 | 815,500 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
PINTEREST INC | CL A | 72352L106 | 2,003,100 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | |||
QUALCOMM INC | COM | 747525103 | 1,319,280 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | |||
SALESFORCE INC | COM | 79466L302 | 2,519,210 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | |||
SERVICENOW INC | COM | 81762P102 | 2,912,025 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | |||
SNOWFLAKE INC | CL A | 833445109 | 2,009,560 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | |||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 1,249,560 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | |||
TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 126,900 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | |||
UBER TECHNOLOGIES INC | COM | 90353T100 | 989,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
VARONIS SYS INC | COM | 922280102 | 957,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
WORKDAY INC | CL A | 98138H101 | 1,003,980 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | |||
ZSCALER INC | COM | 98980G102 | 839,250 | 7,500 | SH | SOLE | 7,500 | 0 | 0 |