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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADBE US EQUITY COM 00724F101 4,386 13,300 SH   SOLE 0 13,300 0 0
BABA US EQUITY SPONSORED ADS 01609W102 20,277 95,600 SH   SOLE 0 95,600 0 0
GOOGL US EQUITY CAP STK CL A 02079K305 19,287 14,400 SH   SOLE 0 14,400 0 0
AMZN US EQUITY COM 023135106 31,228 16,900 SH   SOLE 0 16,900 0 0
AAPL US EQUITY COM 037833100 3,230 11,000 SH   SOLE 0 11,000 0 0
TEAM US EQUITY CL A G06242104 566 4,700 SH   SOLE 0 4,700 0 0
ADSK US EQUITY COM 052769106 2,458 13,400 SH   SOLE 0 13,400 0 0
BIDU US EQUITY SPON ADR REP A 056752108 9,632 76,200 SH   SOLE 0 76,200 0 0
CSCO US EQUITY COM 17275R102 3,237 67,500 SH   SOLE 0 67,500 0 0
CYBR US EQUITY SHS M2682V108 7,753 66,500 SH   SOLE 0 66,500 0 0
DBX US EQUITY CL A 26210C104 453 25,300 SH   SOLE 0 25,300 0 0
ESTC US EQUITY ORD SHS N14506104 392 6,100 SH   SOLE 0 6,100 0 0
FB US EQUITY CL A 30303M102 32,840 160,000 SH   SOLE 0 160,000 0 0
FTNT US EQUITY COM 34959E109 2,274 21,300 SH   SOLE 0 21,300 0 0
HUBS US EQUITY COM 443573100 507 3,200 SH   SOLE 0 3,200 0 0
LYFT US EQUITY CL A COM 55087P104 516 12,000 SH   SOLE 0 12,000 0 0
MDB US EQUITY CL A 60937P106 211 1,600 SH   SOLE 0 1,600 0 0
MSFT US EQUITY COM 594918104 23,734 150,500 SH   SOLE 0 150,500 0 0
NFLX US EQUITY COM 64110L106 4,724 14,600 SH   SOLE 0 14,600 0 0
NVDA US EQUITY COM 67066G104 1,600 6,800 SH   SOLE 0 6,800 0 0
OKTA US EQUITY CL A 679295105 508 4,400 SH   SOLE 0 4,400 0 0
ORCL US EQUITY COM 68389X105 5,324 100,500 SH   SOLE 0 100,500 0 0
PD US EQUITY COM 69553P100 726 31,054 SH   SOLE 0 31,054 0 0
PYPL US EQUITY COM 70450Y103 7,940 73,400 SH   SOLE 0 73,400 0 0
QCOM US EQUITY COM 747525103 618 7,000 SH   SOLE 0 7,000 0 0
QRVO US EQUITY COM 74736K101 465 4,000 SH   SOLE 0 4,000 0 0
CRM US EQUITY COM 79466L302 1,366 8,400 SH   SOLE 0 8,400 0 0
NOW US EQUITY COM 81762P102 1,525 5,400 SH   SOLE 0 5,400 0 0
WORK US EQUITY COM CL A 83088V102 659 29,300 SH   SOLE 0 29,300 0 0
TLND US EQUITY ADS 874224207 2,872 73,430 SH   SOLE 0 73,430 0 0
TSLA US EQUITY COM 88160R101 99,897 238,800 SH   SOLE 0 238,800 0 0
TWLO US EQUITY CL A 90138F102 491 5,000 SH   SOLE 0 5,000 0 0
UBER US EQUITY COM 90353T100 996 33,500 SH   SOLE 0 33,500 0 0
VMW US EQUITY CL A COM 928563402 7,392 48,700 SH   SOLE 0 48,700 0 0
WDAY US EQUITY CL A 98138H101 1,118 6,800 SH   SOLE 0 6,800 0 0
YELP US EQUITY CL A 985817105 7,645 219,500 SH   SOLE 0 219,500 0 0
ZS US EQUITY COM 98980G102 1,999 42,999 SH   SOLE 0 42,999 0 0
TSLA US EQUITY COM 88160R101 16,733 40,000 SH   SOLE 0 40,000 0 0