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
BOOKING HOLDINGS INC COM 09857L108   15,728,145 5,100 SH   SOLE   5,100 0 0
KLA CORP COM NEW 482480100   6,879,900 15,000 SH   SOLE   15,000 0 0
LAM RESEARCH CORP COM 512807108   13,788,940 22,000 SH   SOLE   22,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   3,924,750 25,000 SH   SOLE   25,000 0 0
WEX INC COM 96208T104   4,702,250 25,000 SH   SOLE   25,000 0 0
ROKU INC COM CL A 77543R102   2,329,470 33,000 SH   SOLE   33,000 0 0
THE TRADE DESK INC COM CL A 88339J105   2,930,625 37,500 SH   SOLE   37,500 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   9,623,200 40,000 SH   SOLE   40,000 0 0
F5 INC COM 315616102   6,445,600 40,000 SH   SOLE   40,000 0 0
META PLATFORMS INC CL A 30303M102   15,010,500 50,000 SH   SOLE   50,000 0 0
NVIDIA CORPORATION COM 67066G104   21,749,500 50,000 SH   SOLE   50,000 0 0
MATCH GROUP INC NEW COM 57667L107   2,037,100 52,000 SH   SOLE   52,000 0 0
GLOBANT S A COM L44385109   11,871,000 60,000 SH   SOLE   60,000 0 0
BILL HOLDINGS INC COM 090043100   6,767,385 62,332 SH   SOLE   62,332 0 0
MICROSOFT CORP COM 594918104   20,523,750 65,000 SH   SOLE   65,000 0 0
DOORDASH INC CL A 25809K105   5,324,490 67,000 SH   SOLE   67,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   7,197,400 70,000 SH   SOLE   70,000 0 0
DISNEY WALT CO COM 254687106   5,673,500 70,000 SH   SOLE   70,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   2,908,500 70,000 SH   SOLE   70,000 0 0
PINTEREST INC CL A 72352L106   1,892,100 70,000 SH   SOLE   70,000 0 0
ALPHABET INC CAP STK CL A 02079K305   10,468,800 80,000 SH   SOLE   80,000 0 0
ARISTA NETWORKS INC COM 040413106   15,634,050 85,000 SH   SOLE   85,000 0 0
ELECTRONIC ARTS INC COM 285512109   10,234,000 85,000 SH   SOLE   85,000 0 0
VISA INC COM CL A 92826C839   20,010,870 87,000 SH   SOLE   87,000 0 0
FIRST SOLAR INC COM 336433107   14,543,100 90,000 SH   SOLE   90,000 0 0
QUALCOMM INC COM 747525103   10,550,700 95,000 SH   SOLE   95,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   2,219,000 100,000 SH   SOLE   100,000 0 0
ANALOG DEVICES INC COM 032654105   20,135,350 115,000 SH   SOLE   115,000 0 0
EBAY INC. COM 278642103   5,290,800 120,000 SH   SOLE   120,000 0 0
FLUENCE ENERGY INC COM CL A 34379V103   3,218,600 140,000 SH   SOLE   140,000 0 0
GLOBAL PMTS INC COM 37940X102   16,154,600 140,000 SH   SOLE   140,000 0 0
CALIX INC COM 13100M509   6,876,000 150,000 SH   SOLE   150,000 0 0
CIENA CORP COM NEW 171779309   7,089,000 150,000 SH   SOLE   150,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   8,119,500 150,000 SH   SOLE   150,000 0 0
BLOCK INC CL A 852234103   6,727,520 152,000 SH   SOLE   152,000 0 0
MICRON TECHNOLOGY INC COM 595112103   11,224,950 165,000 SH   SOLE   165,000 0 0
IMPINJ INC COM 453204109   9,079,950 165,000 SH   SOLE   165,000 0 0
FORMFACTOR INC COM 346375108   7,861,500 225,000 SH   SOLE   225,000 0 0
ASPEN AEROGELS INC COM 04523Y105   2,150,000 250,000 SH   SOLE   250,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   2,715,000 250,000 SH   SOLE   250,000 0 0
AURORA INNOVATION INC CLASS A COM 051774107   705,000 300,000 SH   SOLE   300,000 0 0
COMCAST CORP NEW CL A 20030N101   13,302,000 300,000 SH   SOLE   300,000 0 0
ENOVIX CORPORATION COM 293594107   3,765,000 300,000 SH   SOLE   300,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   14,256,900 310,000 SH   SOLE   310,000 0 0
WESTERN DIGITAL CORP. COM 958102105   14,829,750 325,000 SH   SOLE   325,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   12,153,750 375,000 SH   SOLE   375,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   9,712,000 400,000 SH   SOLE   400,000 0 0
WESTERN UN CO COM 959802109   9,226,000 700,000 SH   SOLE   700,000 0 0
AT&T INC COM 00206R102   11,265,000 750,000 SH   SOLE   750,000 0 0