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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 21,050,250 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | |||
| ALLEGRO MICROSYSTEMS INC | COM | 01749D105 | 6,004,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| ALVOTECH | *W EXP 06/15/202 | L01800116 | 11,396 | 12,254 | SH | SOLE | 12,254 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 12,600,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| AMBARELLA INC | SHS | G037AX101 | 20,557,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| ARCHER AVIATION INC | *W EXP 09/16/202 | 03945R110 | 7,252 | 27,892 | SH | SOLE | 27,892 | 0 | 0 | |||
| ARTERIS INC | COM | 04302A104 | 215,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| BOOKING HOLDINGS INC | COM | 09857L108 | 6,045,840 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | |||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 15,809,879 | 393,085 | SH | SOLE | 393,085 | 0 | 0 | |||
| HUBSPOT INC | COM | 443573100 | 17,845,393 | 61,721 | SH | SOLE | 61,721 | 0 | 0 | |||
| IMPINJ INC | COM | 453204109 | 17,707,686 | 162,188 | SH | SOLE | 162,188 | 0 | 0 | |||
| LAM RESEARCH CORP | COM | 512807108 | 35,725,500 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 48,136,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| MICRON TECHNOLOGY INC | COM | 595112103 | 12,495,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 53,959,500 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | |||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 17,680,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 42,757,600 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 43,842,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| OKTA INC | CL A | 679295105 | 10,249,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| ONFOLIO HOLDINGS INC | *W EXP 01/02/202 | 68277K124 | 26,988 | 93,062 | SH | SOLE | 93,062 | 0 | 0 | |||
| PALO ALTO NETWORKS INC | COM | 697435105 | 29,303,400 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | |||
| PAYCOM SOFTWARE INC | COM | 70432V102 | 26,376,350 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| SNOWFLAKE INC | CL A | 833445109 | 12,200,900 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 133,850,500 | 350,000 | SH | Put | SOLE | 350,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 22,347,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 33,842,250 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | |||
| TENABLE HLDGS INC | COM | 88025T102 | 27,692,169 | 725,876 | SH | SOLE | 725,876 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 11,128,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| WORKDAY INC | CL A | 98138H101 | 33,466,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||