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 8,688 27,300 SH   SOLE 0 27,300 0 0
AMD US EQUITY COM 007903107 7,936 174,500 SH   SOLE 0 174,500 0 0
BABA US EQUITY SPONSORED ADS 01609W102 18,592 95,600 SH   SOLE 0 95,600 0 0
AYX US EQUITY COM CL A 02156B103 305 3,200 SH   SOLE 0 3,200 0 0
GOOGL US EQUITY CAP STK CL A 02079K305 23,495 20,220 SH   SOLE 0 20,220 0 0
AMZN US EQUITY COM 023135106 52,252 26,800 SH   SOLE 0 26,800 0 0
ASML US EQUITY N Y REGISTRY SHS N07059210 523 2,000 SH   SOLE 0 2,000 0 0
AAPL US EQUITY COM 037833100 2,873 11,300 SH   SOLE 0 11,300 0 0
TEAM US EQUITY CL A G06242104 9,636 70,200 SH   SOLE 0 70,200 0 0
ADSK US EQUITY COM 052769106 7,555 48,400 SH   SOLE 0 48,400 0 0
BIDU US EQUITY SPON ADR REP A 056752108 7,680 76,200 SH   SOLE 0 76,200 0 0
NET US EQUITY CL A COM 18915M107 704 30,000 SH   SOLE 0 30,000 0 0
COUP US EQUITY COM 22266L106 559 4,000 SH   SOLE 0 4,000 0 0
CREE US EQUITY COM 225447101 323 9,100 SH   SOLE 0 9,100 0 0
CRWD US EQUITY CL A 22788C105 3,280 58,900 SH   SOLE 0 58,900 0 0
CYBR US EQUITY SHS M2682V108 5,690 66,500 SH   SOLE 0 66,500 0 0
DDOG US EQUITY CL A COM 23804L103 2,537 70,500 SH   SOLE 0 70,500 0 0
DBX US EQUITY CL A 26210C104 1,544 85,300 SH   SOLE 0 85,300 0 0
ESTC US EQUITY ORD SHS N14506104 4,872 87,300 SH   SOLE 0 87,300 0 0
EB US EQUITY COM CL A 29975E109 73 10,000 SH   SOLE 0 10,000 0 0
FB US EQUITY CL A 30303M102 38,114 228,500 SH   SOLE 0 228,500 0 0
FTNT US EQUITY COM 34959E109 6,556 64,800 SH   SOLE 0 64,800 0 0
HUBS US EQUITY COM 443573100 879 6,600 SH   SOLE 0 6,600 0 0
INTC US EQUITY COM 458104100 1,954 36,100 SH   SOLE 0 36,100 0 0
LYFT US EQUITY CL A COM 55087P104 4,538 169,000 SH   SOLE 0 169,000 0 0
MDLA US EQUITY COM 584021109 321 16,000 SH   SOLE 0 16,000 0 0
MDB US EQUITY CL A 60937P106 3,345 24,500 SH   SOLE 0 24,500 0 0
MU US EQUITY COMN 595112103 294 7,000 SH   SOLE 0 7,000 0 0
MSFT US EQUITY COM 594918104 34,192 216,800 SH   SOLE 0 216,800 0 0
NFLX US EQUITY COM 64110L106 5,482 14,600 SH   SOLE 0 14,600 0 0
NTNX US EQUITY CL A 67059N108 442 28,000 SH   SOLE 0 28,000 0 0
NVDA US EQUITY COM 67066G104 12,165 46,150 SH   SOLE 0 46,150 0 0
OKTA US EQUITY CL A 679295105 2,005 16,400 SH   SOLE 0 16,400 0 0
PD US EQUITY COM 69553P100 1,746 101,054 SH   SOLE 0 101,054 0 0
PINS US EQUITY CL A 72352L106 154 10,000 SH   SOLE 0 10,000 0 0
QCOM US EQUITY COM 747525103 6,434 95,100 SH   SOLE 0 95,100 0 0
QRVO US EQUITY COM 74736K101 2,379 29,500 SH   SOLE 0 29,500 0 0
CRM US EQUITY COM 79466L302 17,450 121,200 SH   SOLE 0 121,200 0 0
NOW US EQUITY COM 81762P102 17,453 60,900 SH   SOLE 0 60,900 0 0
SPLK US EQUITY COM 848637104 4,560 36,124 SH   SOLE 0 36,124 0 0
SPOT US EQUITY SHS L8681T102 704 5,800 SH   SOLE 0 5,800 0 0
TSM US EQUITY SPONSORED ADS 874039100 1,768 37,000 SH   SOLE 0 37,000 0 0
TLND US EQUITY ADS 874224207 1,647 73,430 SH   SOLE 0 73,430 0 0
TSLA US EQUITY COM 88160R101 125,131 238,800 SH   SOLE 0 238,800 0 0
TWLO US EQUITY CL A 90138F102 1,915 21,404 SH   SOLE 0 21,404 0 0
TWTR US EQUITY COM 90184L102 5,158 210,000 SH   SOLE 0 210,000 0 0
VEEV US EQUITY CL A COM 922475108 2,471 15,800 SH   SOLE 0 15,800 0 0
VMW US EQUITY CL A COM 928563402 9,264 76,500 SH   SOLE 0 76,500 0 0
DIS US EQUITY COM DISNEY 254687106 1,256 13,000 SH   SOLE 0 13,000 0 0
WDAY US EQUITY CL A 98138H101 9,376 72,000 SH   SOLE 0 72,000 0 0
XLNX US EQUITY COM 938919101 1,294 16,600 SH   SOLE 0 16,600 0 0
YELP US EQUITY CL A 985817105 4,228 234,500 SH   SOLE 0 234,500 0 0
ZS US EQUITY COM 98980G102 10,437 171,499 SH   SOLE 0 171,499 0 0