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 18,414 42,300 SH   SOLE 0 42,300 0 0
AMD US EQUITY COM 007903107 11,811 224,500 SH   SOLE 0 224,500 0 0
BABA US EQUITY SPONSORED ADS 01609W102 20,621 95,600 SH   SOLE 0 95,600 0 0
PLAN US EQUITY COM 03272L108 181 4,000 SH   SOLE 0 4,000 0 0
AMZN US EQUITY COM 023135106 36,968 13,400 SH   SOLE 0 13,400 0 0
ASML US EQUITY N Y REGISTRY SHS N07059210 736 2,000 SH   SOLE 0 2,000 0 0
TEAM US EQUITY CL A G06242104 18,063 100,200 SH   SOLE 0 100,200 0 0
ADSK US EQUITY COM 052769106 18,752 78,400 SH   SOLE 0 78,400 0 0
ESTC US EQUITY ORD SHS N14506104 8,050 87,300 SH   SOLE 0 87,300 0 0
FB US EQUITY CL A 30303M102 9,878 43,500 SH   SOLE 0 43,500 0 0
INTC US EQUITY COM 458104100 2,160 36,100 SH   SOLE 0 36,100 0 0
LYFT US EQUITY CL A COM 55087P104 5,579 169,000 SH   SOLE 0 169,000 0 0
MDLA US EQUITY COM 584021109 328 13,010 SH   SOLE 0 13,010 0 0
MDB US EQUITY CL A 60937P106 7,696 34,000 SH   SOLE 0 34,000 0 0
MU US EQUITY COMN 595112103 361 7,000 SH   SOLE 0 7,000 0 0
MSFT US EQUITY COM 594918104 23,770 116,800 SH   SOLE 0 116,800 0 0
NVDA US EQUITY COM 67066G104 37,668 99,150 SH   SOLE 0 99,150 0 0
QCOM US EQUITY COM 747525103 8,674 95,100 SH   SOLE 0 95,100 0 0
QRVO US EQUITY COM 74736K101 3,261 29,500 SH   SOLE 0 29,500 0 0
CRM US EQUITY COM 79466L302 28,324 151,200 SH   SOLE 0 151,200 0 0
NOW US EQUITY COM 81762P102 20,618 50,900 SH   SOLE 0 50,900 0 0
SPOT US EQUITY SHS L8681T102 1,498 5,800 SH   SOLE 0 5,800 0 0
TSM US EQUITY SPONSORED ADS 874039100 11,808 208,000 SH   SOLE 0 208,000 0 0
TLND US EQUITY ADS 874224207 2,545 73,430 SH   SOLE 0 73,430 0 0
TSLA US EQUITY COM 88160R101 257,859 238,800 SH   SOLE 0 238,800 0 0
VMW US EQUITY CL A COM 928563402 11,847 76,500 SH   SOLE 0 76,500 0 0
DIS US EQUITY COM DISNEY 254687106 1,450 13,000 SH   SOLE 0 13,000 0 0
WDAY US EQUITY CL A 98138H101 20,984 112,000 SH   SOLE 0 112,000 0 0
XLNX US EQUITY COM 938919101 1,633 16,600 SH   SOLE 0 16,600 0 0