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
ADBE US EQUITY COM 00724F101 33,658 67,300 SH   SOLE 0 67,300 0 0
ADSK US EQUITY COM 052769106 52,946 173,400 SH   SOLE 0 173,400 0 0
AMD US EQUITY COM 007903107 32,520 354,600 SH   SOLE 0 354,600 0 0
AMZN US EQUITY COM 023135106 91,845 28,200 SH   SOLE 0 28,200 0 0
API US EQUITY ADS 00851L103 2,422 61,234 SH   SOLE 0 61,234 0 0
ASML US EQUITY N Y REGISTRY SHS N07059210 5,853 12,000 SH   SOLE 0 12,000 0 0
BABA US EQUITY SPONSORED ADS 01609W102 9,309 40,000 SH   SOLE 0 40,000 0 0
CLDR US EQUITY COM 18914U100 1,601 115,103 SH   SOLE 0 115,103 0 0
CRM US EQUITY COM 79466L302 73,702 331,200 SH   SOLE 0 331,200 0 0
CRWD US EQUITY CL A 22788C105 6,354 30,000 SH   SOLE 0 30,000 0 0
DDOG US EQUITY COM DISNEY 254687106 1,013 10,286 SH   SOLE 0 10,286 0 0
DOCU US EQUITY COM 256163106 9,337 42,000 SH   SOLE 0 42,000 0 0
ESTC US EQUITY ORD SHS N14506104 32,733 224,000 SH   SOLE 0 224,000 0 0
FB US EQUITY CL A 30303M102 46,027 168,500 SH   SOLE 0 168,500 0 0
FROG US EQUITY ORD SHS M6191J100 15,556 247,588 SH   SOLE 0 247,588 0 0
FTNT US EQUITY COM 34959E109 9,654 65,000 SH   SOLE 0 65,000 0 0
INTC US EQUITY COM 458104100 1,799 36,100 SH   SOLE 0 36,100 0 0
MDB US EQUITY CL A 60937P106 15,905 44,300 SH   SOLE 0 44,300 0 0
MDLA US EQUITY COM 584021109 432 13,010 SH   SOLE 0 13,010 0 0
MSFT US EQUITY COM 594918104 62,678 281,800 SH   SOLE 0 281,800 0 0
NET US EQUITY CL A COM 18915M107 14,183 186,645 SH   SOLE 0 186,645 0 0
NOW US EQUITY COM 81762P102 28,017 50,900 SH   SOLE 0 50,900 0 0
NVDA US EQUITY COM 67066G104 103,996 199,150 SH   SOLE 0 199,150 0 0
OKTA US EQUITY CL A 679295105 12,713 50,000 SH   SOLE 0 50,000 0 0
PLAN US EQUITY COM 03272L108 287 4,000 SH   SOLE 0 4,000 0 0
QCOM US EQUITY COM 747525103 44,102 289,494 SH   SOLE 0 289,494 0 0
QRVO US EQUITY COM 74736K101 19,869 119,500 SH   SOLE 0 119,500 0 0
SHOP US EQUITY CL A 82509L107 9,282 8,200 SH   SOLE 0 8,200 0 0
TEAM US EQUITY CL A G06242104 27,760 118,700 SH   SOLE 0 118,700 0 0
TSLA US EQUITY COM 88160R101 49,323 69,895 SH   SOLE 0 69,895 0 0
TSM US EQUITY SPONSORED ADS 874039100 51,031 468,000 SH   SOLE 0 468,000 0 0
TWLO US EQUITY CL A 90138F102 16,925 50,000 SH   SOLE 0 50,000 0 0
WDAY US EQUITY CL A 98138H101 38,817 162,000 SH   SOLE 0 162,000 0 0
ZS US EQUITY COM 98980G102 7,988 40,000 SH   SOLE 0 40,000 0 0