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
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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
AIRBNB INC COM CL A 009066101   1,368,400 11,000 SH   SOLE   11,000 0 0
ALPHABET INC CAP STK CL A 02079K305   207,460 2,000 SH   SOLE   2,000 0 0
APPLIED MATLS INC COM 038222105   6,141,500 50,000 SH   SOLE   50,000 0 0
AUTODESK INC COM 052769106   2,081,600 10,000 SH   SOLE   10,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   2,003,670 9,000 SH   SOLE   9,000 0 0
BAIDU INC SPON ADR REP A 056752108   1,584,660 10,500 SH   SOLE   10,500 0 0
BROADCOM INC COM 11135F101   3,849,240 6,000 SH   SOLE   6,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   420,180 2,000 SH   SOLE   2,000 0 0
CERIDIAN HCM HLDG INC COM 15677J108   3,038,630 41,500 SH   SOLE   41,500 0 0
CLOUDFLARE INC CL A COM 18915M107   4,809,480 78,000 SH   SOLE   78,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   4,323,690 31,500 SH   SOLE   31,500 0 0
GITLAB INC CLASS A COM 37637K108   1,817,370 53,000 SH   SOLE   53,000 0 0
GLOBAL PMTS INC COM 37940X102   736,680 7,000 SH   SOLE   7,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   716,850 45,000 SH   SOLE   45,000 0 0
HP INC COM 40434L105   3,522,000 120,000 SH   SOLE   120,000 0 0
HUBSPOT INC COM 443573100   3,430,000 8,000 SH   SOLE   8,000 0 0
INTEL CORP COM 458140100   6,043,950 185,000 SH   SOLE   185,000 0 0
JUNIPER NETWORKS INC COM 48203R104   2,065,200 60,000 SH   SOLE   60,000 0 0
MERCADOLIBRE INC COM 58733R102   2,372,508 1,800 SH   SOLE   1,800 0 0
META PLATFORMS INC CL A 30303M102   12,504,460 59,000 SH   SOLE   59,000 0 0
MICROSOFT CORP COM 594918104   5,766,000 20,000 SH   SOLE   20,000 0 0
MONGODB INC CL A 60937P106   4,895,520 21,000 SH   SOLE   21,000 0 0
NETFLIX INC COM 64110L106   3,973,020 11,500 SH   SOLE   11,500 0 0
NVIDIA CORPORATION COM 67066G104   8,749,755 31,500 SH   SOLE   31,500 0 0
NXP SEMICONDUCTORS N V COM N6596X109   6,526,625 35,000 SH   SOLE   35,000 0 0
OKTA INC CL A 679295105   3,277,120 38,000 SH   SOLE   38,000 0 0
ON SEMICONDUCTOR CORP COM 682189105   2,963,520 36,000 SH   SOLE   36,000 0 0
PALO ALTO NETWORKS INC COM 697435105   3,595,320 18,000 SH   SOLE   18,000 0 0
PAYPAL HLDGS INC COM 70450Y103   1,784,590 23,500 SH   SOLE   23,500 0 0
PINTEREST INC CL A 72352L106   4,090,500 150,000 SH   SOLE   150,000 0 0
SAP SE SPON ADR 803054204   3,923,050 31,000 SH   SOLE   31,000 0 0
SERVICENOW INC COM 81762P102   5,809,000 12,500 SH   SOLE   12,500 0 0
SHOPIFY INC CL A 82509L107   3,235,950 67,500 SH   SOLE   67,500 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   3,834,350 32,500 SH   SOLE   32,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   4,676,700 35,000 SH   SOLE   35,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   1,872,150 35,000 SH   SOLE   35,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   1,431,600 12,000 SH   SOLE   12,000 0 0
TESLA INC COM 88160R101   995,808 4,800 SH   SOLE   4,800 0 0
TEXAS INSTRS INC COM 882508104   5,580,300 30,000 SH   SOLE   30,000 0 0
TRIP COM GROUP LTD ADS 89677Q107   1,130,100 30,000 SH   SOLE   30,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,438,000 140,000 SH   SOLE   140,000 0 0
VARONIS SYS INC COM 922280102   520,200 20,000 SH   SOLE   20,000 0 0
VISA INC COM CL A 92826C839   6,312,880 28,000 SH   SOLE   28,000 0 0
WORKDAY INC CL A 98138H101   2,891,560 14,000 SH   SOLE   14,000 0 0