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
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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
ISHARES TR EXPANDED TECH 464287515   1,467,418 4,300 SH Put SOLE   4,300 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,683,869 4,700 SH Put SOLE   4,700 0 0
LAM RESEARCH CORP COM 512807108   208,088 332 SH   SOLE   332 0 0
HUBSPOT INC COM 443573100   608,238 1,235 SH   SOLE   1,235 0 0
TESLA INC COM 88160R101   443,390 1,772 SH   SOLE   1,772 0 0
ONTO INNOVATION INC COM 683344105   315,612 2,475 SH   SOLE   2,475 0 0
SERVICENOW INC COM 81762P102   1,704,828 3,050 SH   SOLE   3,050 0 0
WORKDAY INC CL A 98138H101   926,004 4,310 SH   SOLE   4,310 0 0
MONGODB INC CL A 60937P106   2,518,553 7,282 SH   SOLE   7,282 0 0
CAMTEK LTD ORD M20791105   489,675 7,865 SH   SOLE   7,865 0 0
CLOUDFLARE INC CL A COM 18915M107   527,708 8,371 SH   SOLE   8,371 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   643,448 9,200 SH   SOLE   9,200 0 0
SMARTSHEET INC COM CL A 83200N103   395,901 9,785 SH   SOLE   9,785 0 0
SUPER MICRO COMPUTER INC COM 86800U104   3,231,957 11,786 SH   SOLE   11,786 0 0
RAMBUS INC DEL COM 750917106   692,075 12,405 SH   SOLE   12,405 0 0
SYNOPSYS INC COM 871607107   6,655,065 14,500 SH   SOLE   14,500 0 0
GITLAB INC CLASS A COM 37637K108   838,062 18,533 SH   SOLE   18,533 0 0
AMAZON COM INC COM 023135106   2,454,560 19,309 SH   SOLE   19,309 0 0
MICRON TECHNOLOGY INC COM NEW 595112103   1,318,421 19,380 SH   SOLE   19,380 0 0
META PLATFORMS INC CL A 30303M102   6,702,188 22,325 SH   SOLE   22,325 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   838,116 22,530 SH   SOLE   22,530 0 0
SNOWFLAKE INC CL A 833445109   4,249,298 27,815 SH   SOLE   27,815 0 0
DATADOG INC CL A COM 23804L103   2,545,328 27,943 SH   SOLE   27,943 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   499,544 30,460 SH   SOLE   30,460 0 0
JFROG LTD ORD SHS M6191J100   869,848 34,300 SH   SOLE   34,300 0 0
CONFLUENT INC CLASS A COM 20717M103   1,290,700 43,590 SH   SOLE   43,590 0 0
ALPHABET INC CAP STK CL A 02079K305   5,825,233 44,515 SH   SOLE   44,515 0 0
DYNATRACE INC COM NEW 268150109   2,090,467 44,735 SH   SOLE   44,735 0 0
MARVELL TECHNOLOGY INC COM 573874104   2,798,521 51,700 SH   SOLE   51,700 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   3,214,236 55,600 SH   SOLE   55,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   8,170,908 94,200 SH   SOLE   94,200 0 0
NVIDIA CORPORATION COM 67066G104   41,314,045 94,977 SH   SOLE   94,977 0 0
MICROSOFT CORP COM 594918104   39,311,822 124,503 SH   SOLE   124,503 0 0
HESAI GROUP SPONSORED ADS 428050108   1,709,000 170,900 SH   SOLE   170,900 0 0
ORACLE CORP COM 68389X105   21,104,560 199,250 SH   SOLE   199,250 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   14,204,230 242,600 SH   SOLE   242,600 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   33,539,940 342,000 SH   SOLE   342,000 0 0
CELESTICA INC SUB VTG SHS 15101Q108   16,546,464 674,815 SH   SOLE   674,815 0 0
VICARIOUS SURGICAL INC COM CL A 92561V109   770,627 1,304,600 SH   SOLE   1,304,600 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   13,674,110 1,501,000 SH   SOLE   1,501,000 0 0
SMART SH GLOBAL LTD ADS 83193E102   1,158,054 1,532,629 SH   SOLE   1,532,629 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   15,430,687 2,191,859 SH   SOLE   2,191,859 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   37,789,502 2,491,068 SH   SOLE   2,491,068 0 0