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 |
| ANSYS INC | COM | 03662Q105 | 2,028 | 5,057 | SH | SOLE | 5,057 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 10,350 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 3,253 | 8,532 | SH | SOLE | 8,532 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 11,627 | 183,475 | SH | SOLE | 183,475 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 5,466 | 34,582 | SH | SOLE | 34,582 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 3,860 | 18,854 | SH | SOLE | 18,854 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 2,046 | 11,488 | SH | SOLE | 11,488 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 2,727 | 22,152 | SH | SOLE | 22,152 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 26,214 | 509,000 | SH | SOLE | 509,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 19,498 | 27,112 | SH | SOLE | 27,112 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 11,154 | 33,165 | SH | SOLE | 33,165 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 17,058 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 16,423 | 72,100 | SH | SOLE | 72,100 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 11,388 | 20,454 | SH | SOLE | 20,454 | 0 | 0 | ||
| PAYCOM SOFTWARE INC | COM | 70432V102 | 6,783 | 16,337 | SH | SOLE | 16,337 | 0 | 0 | ||
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 6,740 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 5,120 | 66,109 | SH | SOLE | 66,109 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 13,893 | 49,516 | SH | SOLE | 49,516 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 2,879 | 52,275 | SH | SOLE | 52,275 | 0 | 0 | ||
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | 4,090 | 186,992 | SH | SOLE | 186,992 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 14,641 | 53,594 | SH | SOLE | 53,594 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 7,319 | 70,175 | SH | SOLE | 70,175 | 0 | 0 | ||