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
AMAZON COM INC COM 023135106   28,860,800 160,000 SH   SOLE   160,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   2,982,000 200,000 SH   SOLE   200,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   24,261,750 25,000 SH   SOLE   25,000 0 0
AT&T INC COM 00206R102   20,240,000 1,150,000 SH   SOLE   1,150,000 0 0
AURORA INNOVATION INC CLASS A COM 051774107   5,640,000 2,000,000 SH   SOLE   2,000,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   23,864,655 95,558 SH   SOLE   95,558 0 0
BILL HOLDINGS INC COM 090043100   2,765,018 40,236 SH   SOLE   40,236 0 0
BLOCK INC CL A 852234103   9,303,800 110,000 SH   SOLE   110,000 0 0
CALIX INC COM 13100M509   5,139,800 155,000 SH   SOLE   155,000 0 0
CIENA CORP COM NEW 171779309   18,543,750 375,000 SH   SOLE   375,000 0 0
COMCAST CORP NEW CL A 20030N101   13,005,000 300,000 SH   SOLE   300,000 0 0
CORNING INC COM 219350105   11,536,000 350,000 SH   SOLE   350,000 0 0
DISNEY WALT CO COM 254687106   6,153,851 50,293 SH   SOLE   50,293 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   1,417,426 319,240 SH   SOLE   319,240 0 0
ENDAVA PLC ADS 29260V105   7,608,000 200,000 SH   SOLE   200,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   15,241,211 110,644 SH   SOLE   110,644 0 0
FABRINET SHS G3323L100   11,341,200 60,000 SH   SOLE   60,000 0 0
FISERV INC COM 337738108   26,525,166 165,969 SH   SOLE   165,969 0 0
FLEX LTD ORD Y2573F102   11,444,000 400,000 SH   SOLE   400,000 0 0
GLOBAL PMTS INC COM 37940X102   5,847,759 43,751 SH   SOLE   43,751 0 0
GLOBANT S A COM L44385109   16,152,000 80,000 SH   SOLE   80,000 0 0
HP INC COM 40434L105   10,577,000 350,000 SH   SOLE   350,000 0 0
IPG PHOTONICS CORP COM 44980X109   12,243,150 135,000 SH   SOLE   135,000 0 0
LUMENTUM HLDGS INC COM 55024U109   7,102,500 150,000 SH   SOLE   150,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   17,720,000 250,000 SH   SOLE   250,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   24,078,500 50,000 SH   SOLE   50,000 0 0
META PLATFORMS INC CL A 30303M102   19,536,340 40,233 SH   SOLE   40,233 0 0
MICRON TECHNOLOGY INC COM 595112103   23,578,000 200,000 SH   SOLE   200,000 0 0
MICROSOFT CORP COM 594918104   25,663,920 61,000 SH   SOLE   61,000 0 0
ORACLE CORP COM 68389X105   20,097,600 160,000 SH   SOLE   160,000 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   1,765,500 150,000 SH   SOLE   150,000 0 0
SALESFORCE INC COM 79466L302   15,059,000 50,000 SH   SOLE   50,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   7,444,000 80,000 SH   SOLE   80,000 0 0
SEMTECH CORP COM 816850101   8,247,000 300,000 SH   SOLE   300,000 0 0
SHOPIFY INC CL A 82509L107   9,646,250 125,000 SH   SOLE   125,000 0 0
SNOWFLAKE INC CL A 833445109   7,272,000 45,000 SH   SOLE   45,000 0 0
SUNRUN INC COM 86771W105   9,885,000 750,000 SH   SOLE   750,000 0 0
TOAST INC CL A 888787108   4,984,000 200,000 SH   SOLE   200,000 0 0
TRANSUNION COM 89400J107   20,066,987 251,466 SH   SOLE   251,466 0 0
UBER TECHNOLOGIES INC COM 90353T100   20,134,964 261,527 SH   SOLE   261,527 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   10,949,250 65,000 SH   SOLE   65,000 0 0
WESTERN DIGITAL CORP. COM 958102105   34,120,000 500,000 SH   SOLE   500,000 0 0
WEX INC COM 96208T104   2,389,314 10,059 SH   SOLE   10,059 0 0
WORKDAY INC CL A 98138H101   10,973,551 40,233 SH   SOLE   40,233 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   16,579,200 55,000 SH   SOLE   55,000 0 0