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 |
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 |