The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 30,668 | 334,400 | SH | SOLE | 334,400 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 3,307 | 22,529 | SH | SOLE | 22,529 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 71,625 | 307,759 | SH | SOLE | 307,759 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 55,449 | 17,025 | SH | SOLE | 17,025 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 14,437 | 108,800 | SH | SOLE | 108,800 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 32,393 | 138,510 | SH | SOLE | 138,510 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 7,043 | 32,571 | SH | SOLE | 32,571 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 21,294 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
| C3 AI INC | CL A | 12468P104 | 1,173 | 8,455 | SH | SOLE | 8,455 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 45,784 | 465,097 | SH | SOLE | 465,097 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 71,433 | 394,266 | SH | SOLE | 394,266 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 21,407 | 96,300 | SH | SOLE | 96,300 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 59,412 | 217,500 | SH | SOLE | 217,500 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 7,260 | 98,800 | SH | SOLE | 98,800 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 51,610 | 232,040 | SH | SOLE | 232,040 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 19,650 | 36,339 | SH | SOLE | 36,339 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 15,092 | 28,900 | SH | SOLE | 28,900 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 16,781 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
| PAGERDUTY INC | COM | 69553P100 | 2,973 | 71,300 | SH | SOLE | 71,300 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 20,610 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 45,036 | 202,382 | SH | SOLE | 202,382 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 30,604 | 55,601 | SH | SOLE | 55,601 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 47,531 | 685,975 | SH | SOLE | 685,975 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 10,481 | 37,246 | SH | SOLE | 37,246 | 0 | 0 | ||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 21,864 | 589,000 | SH | SOLE | 589,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 9,257 | 181,514 | SH | SOLE | 181,514 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 14,937 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 29,689 | 781,495 | SH | SOLE | 781,495 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 18,986 | 581,134 | SH | SOLE | 581,134 | 0 | 0 | ||