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
Estimated average burden
hours per response: 23.8
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
Activision Blizzard Inc COM 00507V109   11,066,787 129,300 SH   SOLE   129,300 0 0
Aehr Test Systems COM 00760J108   4,353,161 140,334 SH   SOLE   140,334 0 0
Alibaba Group Holding Ltd SPONSORED ADS 01609W102   74,078,559 724,981 SH   SOLE   724,981 0 0
Amazon.com Inc COM 023135106   52,854,009 511,705 SH   SOLE   511,705 0 0
Baidu Inc SPON ADR REP A 056752108   59,135,135 391,831 SH   SOLE   391,831 0 0
Block Inc CL A 852234103   36,304,797 528,839 SH   SOLE   528,839 0 0
Carvana Co CL A 146869102   3,898,721 398,235 SH   SOLE   398,235 0 0
Crowdstrike Holdings Inc CL A 22788C105   33,625,269 244,975 SH   SOLE   244,975 0 0
Dlocal Ltd/Uruguay CLASS A COM G29018101   14,929,180 920,418 SH   SOLE   920,418 0 0
DocuSign Inc COM 256163106   5,578,727 95,690 SH   SOLE   95,690 0 0
Entegris Inc COM 29362U104   4,739,276 57,789 SH   SOLE   57,789 0 0
First Solar Inc COM 336433107   18,936,855 87,066 SH   SOLE   87,066 0 0
Five9 Inc COM 338307101   23,118,487 319,802 SH   SOLE   319,802 0 0
Flywire Corp COM VTG 302492103   5,943,756 202,444 SH   SOLE   202,444 0 0
Gitlab Inc CLASS A COM 37637K108   38,056,757 1,109,850 SH   SOLE   1,109,850 0 0
Intel Corp COM 458140100   44,264,779 1,354,906 SH   SOLE   1,354,906 0 0
Invesco QQQ Trust Series 1 UNIT SER 1 46090E103   48,139,500 150,000 SH Put SOLE   0 0 0
KE Holdings Inc SPONSORED ADS 482497104   16,063,078 852,605 SH   SOLE   852,605 0 0
Marqeta Inc CLASS A COM 57142B104   14,165,816 3,099,741 SH   SOLE   3,099,741 0 0
MercadoLibre Inc COM 58733R102   55,734,167 42,285 SH   SOLE   42,285 0 0
Meta Platforms Inc CL A 30303M102   64,027,498 302,102 SH   SOLE   302,102 0 0
Netflix Inc COM 64110L106   31,862,238 92,226 SH   SOLE   92,226 0 0
NU Holdings Ltd/Cayman Islands ORD SHS CL A G6683N103   66,842,438 14,042,529 SH   SOLE   14,042,529 0 0
NVIDIA Corp COM 67066G104   21,165,796 76,199 SH   SOLE   76,199 0 0
Okta Inc CL A 679295105   35,366,162 410,090 SH   SOLE   410,090 0 0
Palo Alto Networks Inc COM 697435105   43,750,850 219,039 SH   SOLE   219,039 0 0
ROBLOX Corp CL A 771049103   4,017,299 89,313 SH   SOLE   89,313 0 0
Salesforce Inc COM 79466L302   42,162,970 211,047 SH   SOLE   211,047 0 0
SentinelOne Inc CL A 81730H109   28,176,681 1,722,291 SH   SOLE   1,722,291 0 0
Shopify Inc CL A 82509L107   32,821,210 684,631 SH   SOLE   684,631 0 0
SPDR S&P 500 ETF Trust TR UNIT 78462F103   61,408,500 150,000 SH Put SOLE   0 0 0
StoneCo Ltd COM CL A G85158106   22,875,451 2,397,846 SH   SOLE   2,397,846 0 0
TSMC SPONSORED ADS 874039100   22,117,831 237,775 SH   SOLE   237,775 0 0
Workday Inc CL A 98138H101   33,056,107 160,047 SH   SOLE   160,047 0 0