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
AAPL US EQUITY COM 037833100 23,819 195,000 SH   SOLE 0 195,000 0 0
ADBE US EQUITY COM 00724F101 41,500 87,300 SH   SOLE 0 87,300 0 0
ADSK US EQUITY COM 052769106 50,829 183,400 SH   SOLE 0 183,400 0 0
AMD US EQUITY COM 007903107 40,396 514,600 SH   SOLE 0 514,600 0 0
AMZN US EQUITY COM 023135106 87,253 28,200 SH   SOLE 0 28,200 0 0
API US EQUITY ADS 00851L103 6,094 121,234 SH   SOLE 0 121,234 0 0
BABA US EQUITY SPONSORED ADS 01609W102 13,604 60,000 SH   SOLE 0 60,000 0 0
CDNS US EQUITY COM 127387108 1,370 10,000 SH   SOLE 0 10,000 0 0
CLDR US EQUITY COM 18914U100 2,191 180,000 SH   SOLE 0 180,000 0 0
CRM US EQUITY COM 79466L302 91,358 431,200 SH   SOLE 0 431,200 0 0
CRWD US EQUITY CL A 22788C105 5,475 30,000 SH   SOLE 0 30,000 0 0
DDOG US EQUITY COM DISNEY 254687106 2,524 30,286 SH   SOLE 0 30,286 0 0
DOCU US EQUITY COM 256163106 16,601 82,000 SH   SOLE 0 82,000 0 0
ESTC US EQUITY ORD SHS N14506104 28,245 254,000 SH   SOLE 0 254,000 0 0
FB US EQUITY CL A 30303M102 55,519 188,500 SH   SOLE 0 188,500 0 0
FROG US EQUITY ORD SHS M6191J100 28,955 652,588 SH   SOLE 0 652,588 0 0
FTNT US EQUITY COM 34959E109 6,455 35,000 SH   SOLE 0 35,000 0 0
MDB US EQUITY CL A 60937P106 11,847 44,300 SH   SOLE 0 44,300 0 0
MSFT US EQUITY COM 594918104 57,009 241,800 SH   SOLE 0 241,800 0 0
NCNO US EQUITY COM 63947U107 23,352 350,000 SH   SOLE 0 350,000 0 0
NET US EQUITY CL A COM 18915M107 17,329 246,645 SH   SOLE 0 246,645 0 0
NFLX US EQUITY COM 64110L106 23,475 45,000 SH   SOLE 0 45,000 0 0
NOW US EQUITY COM 81762P102 37,958 75,900 SH   SOLE 0 75,900 0 0
NVDA US EQUITY COM 67066G104 106,332 199,150 SH   SOLE 0 199,150 0 0
OKTA US EQUITY CL A 679295105 27,554 125,000 SH   SOLE 0 125,000 0 0
QCOM US EQUITY COM 747525103 51,643 389,494 SH   SOLE 0 389,494 0 0
QRVO US EQUITY COM 74736K101 21,833 119,500 SH   SOLE 0 119,500 0 0
SHOP US EQUITY CL A 82509L107 9,073 8,200 SH   SOLE 0 8,200 0 0
SNPS US EQUITY COM 871607107 2,478 10,000 SH   SOLE 0 10,000 0 0
TEAM US EQUITY CL A G06242104 16,587 78,700 SH   SOLE 0 78,700 0 0
TSLA US EQUITY COM 88160R101 16,361 24,495 SH   SOLE 0 24,495 0 0
TSM US EQUITY SPONSORED ADS 874039100 50,624 428,000 SH   SOLE 0 428,000 0 0
TWLO US EQUITY CL A 90138F102 18,742 55,000 SH   SOLE 0 55,000 0 0
WDAY US EQUITY CL A 98138H101 50,183 202,000 SH   SOLE 0 202,000 0 0
ZS US EQUITY COM 98980G102 6,867 40,000 SH   SOLE 0 40,000 0 0
TSLA US EQUITY COM 88160R101 33,397 50,000 SH   SOLE 0 50,000 0 0
NCNO US EQUITY COM 63947U107 6,005 90,000 SH   SOLE 0 90,000 0 0
FROG US EQUITY ORD SHS M6191J100 2,662 60,000 SH   SOLE 0 60,000 0 0
DOCU US EQUITY COM 256163106 8,098 40,000 SH   SOLE 0 40,000 0 0
ESTC US EQUITY ORD SHS N14506104 2,224 20,000 SH   SOLE 0 20,000 0 0
NET US EQUITY CL A COM 18915M107 2,108 30,000 SH   SOLE 0 30,000 0 0