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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG000BBQCY0 | 754,677 | 7,700 | SH | SOLE | 0 | 7,700 | 0 | 0 | |
| AMPLITUDE INC | COM CL A | 03213A104 | BBG012CDTZY6 | 8,149,444 | 655,100 | SH | SOLE | 0 | 655,100 | 0 | 0 | |
| AGORA INC | ADS | 00851L103 | BBG00V9VKFB5 | 402,667 | 111,234 | SH | SOLE | 0 | 111,234 | 0 | 0 | |
| BRAZE INC | COM CL A | 10576N102 | BBG00294NX45 | 21,578,525 | 624,198 | SH | SOLE | 0 | 624,198 | 0 | 0 | |
| CONFLUENT INC | CLASS A COM | 20717M103 | BBG007HWGYQ5 | 42,816,775 | 1,778,844 | SH | SOLE | 0 | 1,778,844 | 0 | 0 | |
| DATADOG INC | CL A COM | 23804L103 | BBG003NJHZT9 | 49,408,800 | 680,000 | SH | SOLE | 0 | 680,000 | 0 | 0 | |
| DOCUSIGN INC | COM | 256163106 | BBG000N7KJX8 | 25,978,480 | 445,600 | SH | SOLE | 0 | 445,600 | 0 | 0 | |
| ELASTIC N V | ORD SHS | N14506104 | BBG00LWZDYB9 | 47,709,600 | 824,000 | SH | SOLE | 0 | 824,000 | 0 | 0 | |
| EXPENSIFY INC | COM CL A | 30219Q106 | BBG009PWV0L4 | 1,304,000 | 160,000 | SH | SOLE | 0 | 160,000 | 0 | 0 | |
| JFROG LTD | ORD SHS | M6191J100 | BBG006PWZX16 | 48,611,484 | 2,467,588 | SH | SOLE | 0 | 2,467,588 | 0 | 0 | |
| FRESHWORKS INC | CLASS A COM | 358054104 | BBG0029KYGL5 | 13,363,200 | 870,000 | SH | SOLE | 0 | 870,000 | 0 | 0 | |
| HASHICORP INC | COM CL A | 418100103 | BBG007PZ2T21 | 17,134,650 | 585,000 | SH | SOLE | 0 | 585,000 | 0 | 0 | |
| LYFT INC | CL A COM | 55087P104 | BBG004M9ZHX5 | 3,337,200 | 360,000 | SH | SOLE | 0 | 360,000 | 0 | 0 | |
| MARQETA INC | CLASS A COM | 57142B104 | BBG0112Z87D8 | 1,119,650 | 245,000 | SH | SOLE | 0 | 245,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | BBG000BPH459 | 893,730 | 3,100 | SH | SOLE | 0 | 3,100 | 0 | 0 | |
| NCINO INC | COM | 63947X101 | BBG014GJ8XH2 | 11,274,900 | 455,000 | SH | SOLE | 0 | 455,000 | 0 | 0 | |
| CLOUDFLARE INC | CL A COM | 18915M107 | BBG001WMKHH5 | 93,358,974 | 1,514,093 | SH | SOLE | 0 | 1,514,093 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | BBG000BBJQV0 | 839,976 | 3,024 | SH | SOLE | 0 | 3,024 | 0 | 0 | |
| RINGCENTRAL INC | CL A | 76680R206 | BBG000J094P3 | 1,686,850 | 55,000 | SH | SOLE | 0 | 55,000 | 0 | 0 | |
| SNOWFLAKE INC | CL A | 833445109 | BBG007DHGNJ4 | 80,647,383 | 522,700 | SH | SOLE | 0 | 522,700 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | BBG000N9MNX3 | 51,865,000 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG000BD8ZK0 | 57,672,400 | 620,000 | SH | SOLE | 0 | 620,000 | 0 | 0 | |
| TWILIO INC | CL A | 90138F102 | BBG0029ZX840 | 51,638,250 | 775,000 | SH | SOLE | 0 | 775,000 | 0 | 0 | |
| UNITY SOFTWARE INC | COM | 91332U101 | BBG0056JW5G6 | 18,993,620 | 585,500 | SH | SOLE | 0 | 585,500 | 0 | 0 | |
| VIMEO INC | COMMON STOCK | 92719V100 | BBG00ZNSSKP3 | 2,004,239 | 523,300 | SH | SOLE | 0 | 523,300 | 0 | 0 | |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | BBG0042V6JM8 | 29,462,160 | 399,000 | SH | SOLE | 0 | 399,000 | 0 | 0 | |
| ZSCALER INC | COM | 98980G102 | BBG003338H34 | 29,114,036 | 249,200 | SH | SOLE | 0 | 249,200 | 0 | 0 | |
| JFROG LTD | ORD SHS | M6191J100 | BBG006PWZX16 | 6,895,000 | 350,000 | SH | Call | SOLE | 0 | 350,000 | 0 | 0 |