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 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 7,033,280 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | |||
| AMBARELLA INC | SHS | G037AX101 | 7,111,950 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 7,430,520 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | |||
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 3,164,000 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| ASPEN AEROGELS INC | COM | 04523Y105 | 631,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| BILL HOLDINGS INC | COM | 090043100 | 2,337,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| BOOKING HOLDINGS INC | COM | 09857L108 | 4,050,495 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | |||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 5,510,550 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| CIENA CORP | COM NEW | 171779309 | 8,498,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| COHERENT CORP | COM | 19247G107 | 3,568,600 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| EPAM SYS INC | COM | 29414B104 | 7,416,750 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | |||
| F5 INC | COM | 315616102 | 2,193,900 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 3,282,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| FIRST SOLAR INC | COM | 336433107 | 10,454,950 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| GLOBANT S A | COM | L44385109 | 4,403,140 | 24,500 | SH | SOLE | 24,500 | 0 | 0 | |||
| CORNING INC | COM | 219350105 | 11,388,000 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | |||
| GLOBAL PMTS INC | COM | 37940X102 | 4,926,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 12,978,900 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 12,914,100 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | |||
| MARQETA INC | CLASS A COM | 57142B104 | 4,144,370 | 851,000 | SH | SOLE | 851,000 | 0 | 0 | |||
| MICRON TECHNOLOGY INC | COM | 595112103 | 9,466,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 8,460,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| NEXTRACKER INC | CLASS A COM | 65290E101 | 3,383,850 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 7,927,150 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| QUALCOMM INC | COM | 747525103 | 9,523,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 6,664,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 4,035,750 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 8,654,100 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| T-MOBILE US INC | COM | 872590104 | 9,723,000 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| TOAST INC | CL A | 888787108 | 3,385,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| TESLA INC | COM | 88160R101 | 3,926,550 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 8,093,800 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 7,770,600 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
| WESTERN DIGITAL CORP. | COM | 958102105 | 2,275,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| WESTERN UN CO | COM | 959802109 | 10,557,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | |||