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 20,745 42,300 SH   SOLE 0 42,300 0 0
AMD US EQUITY COM 007903107 22,506 274,500 SH   SOLE 0 274,500 0 0
BABA US EQUITY SPONSORED ADS 01609W102 7,526 25,600 SH   SOLE 0 25,600 0 0
AMZN US EQUITY COM 023135106 57,937 18,400 SH   SOLE 0 18,400 0 0
PLAN US EQUITY COM 03272L108 250 4,000 SH   SOLE 0 4,000 0 0
AMAT US EQUITY COM 038222105 119 2,000 SH   SOLE 0 2,000 0 0
ASML US EQUITY N Y REGISTRY SHS N07059210 4,431 12,000 SH   SOLE 0 12,000 0 0
TEAM US EQUITY CL A G06242104 21,578 118,700 SH   SOLE 0 118,700 0 0
ADSK US EQUITY COM 052769106 34,282 148,400 SH   SOLE 0 148,400 0 0
NET US EQUITY CL A COM 18915M107 13,599 331,200 SH   SOLE 0 331,200 0 0
CRWD US EQUITY CL A 22788C105 4,120 30,000 SH   SOLE 0 30,000 0 0
DOCU US EQUITY COM 256163106 3,659 17,000 SH   SOLE 0 17,000 0 0
ESTC US EQUITY ORD SHS N14506104 15,892 147,300 SH   SOLE 0 147,300 0 0
FB US EQUITY CL A 30303M102 34,964 133,500 SH   SOLE 0 133,500 0 0
FTNT US EQUITY COM 34959E109 1,767 15,000 SH   SOLE 0 15,000 0 0
INTC US EQUITY COM 458104100 1,869 36,100 SH   SOLE 0 36,100 0 0
LYFT US EQUITY CL A COM 55087P104 4,656 169,000 SH   SOLE 0 169,000 0 0
MDLA US EQUITY COM 584021109 357 13,010 SH   SOLE 0 13,010 0 0
MU US EQUITY COMN 595112103 329 7,000 SH   SOLE 0 7,000 0 0
MSFT US EQUITY COM 594918104 40,341 191,800 SH   SOLE 0 191,800 0 0
MDB US EQUITY CL A 60937P106 10,256 44,300 SH   SOLE 0 44,300 0 0
NVDA US EQUITY COM 67066G104 65,028 120,150 SH   SOLE 0 120,150 0 0
OKTA US EQUITY CL A 679295105 7,485 35,000 SH   SOLE 0 35,000 0 0
QRVO US EQUITY COM 74736K101 7,676 59,500 SH   SOLE 0 59,500 0 0
QCOM US EQUITY COM 747525103 12,957 110,100 SH   SOLE 0 110,100 0 0
CRM US EQUITY COM 79466L302 40,513 161,200 SH   SOLE 0 161,200 0 0
NOW US EQUITY COM 81762P102 24,687 50,900 SH   SOLE 0 50,900 0 0
SHOP US EQUITY CL A 82509L107 5,319 5,200 SH   SOLE 0 5,200 0 0
WORK US EQUITY COM CL A 83088V102 35 1,300 SH   SOLE 0 1,300 0 0
SPOT US EQUITY SHS L8681T102 1,407 5,800 SH   SOLE 0 5,800 0 0
TSM US EQUITY SPONSORED ADS 874039100 22,537 278,000 SH   SOLE 0 278,000 0 0
TLND US EQUITY ADS 874224207 2,867 73,430 SH   SOLE 0 73,430 0 0
TSLA US EQUITY COM 88160R101 147,963 344,895 SH   SOLE 0 344,895 0 0
TWLO US EQUITY CL A 90138F102 9,884 40,000 SH   SOLE 0 40,000 0 0
VMW US EQUITY CL A COM 928563402 2,371 16,500 SH   SOLE 0 16,500 0 0
DIS US EQUITY COM DISNEY 254687106 1,613 13,000 SH   SOLE 0 13,000 0 0
WDAY US EQUITY CL A 98138H101 34,851 162,000 SH   SOLE 0 162,000 0 0
XLNX US EQUITY COM 938919101 1,730 16,600 SH   SOLE 0 16,600 0 0
ZA US EQUITY COM 98980G102 2,814 20,000 SH   SOLE 0 20,000 0 0
NET US EQUITY CL A COM 18915M107 2,053 50,000 SH   SOLE 0 50,000 0 0