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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 11,368 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 93,686 | 42,990 | SH | SOLE | 42,990 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 48,007 | 452,000 | SH | SOLE | 452,000 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 23,122 | 360,320 | SH | SOLE | 360,320 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 23,746 | 78,982 | SH | SOLE | 78,982 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 13,884 | 86,100 | SH | Call | SOLE | 86,100 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 36,484 | 226,260 | SH | SOLE | 226,260 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 25,683 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 58,949 | 229,525 | SH | SOLE | 229,525 | 0 | 0 | ||
| MONDAY COM LTD | SHS | M7S64H106 | 26,657 | 258,405 | SH | SOLE | 258,405 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 17,659 | 107,000 | SH | Call | SOLE | 107,000 | 0 | 0 | |
| SALESFORCE INC | COM | 79466L302 | 62,379 | 377,965 | SH | SOLE | 377,965 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 12,790 | 409,400 | SH | SOLE | 409,400 | 0 | 0 | ||