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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 27,232 | 47,300 | SH | SOLE | 0 | 47,300 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 49,448 | 173,400 | SH | SOLE | 0 | 173,400 | 0 | 0 | |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 81,764 | 794,600 | SH | SOLE | 0 | 794,600 | 0 | 0 | |
| AGORA INC | ADS | 00851L103 | 3,516 | 121,234 | SH | SOLE | 0 | 121,234 | 0 | 0 | |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 7,451 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 8,883 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
| BLEND LABS INC | CL A | 09352U108 | 809 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
| COUPA SOFTWARE INC | COM | 22266L106 | 6,575 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 116,950 | 431,200 | SH | SOLE | 0 | 431,200 | 0 | 0 | |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 11,060 | 45,000 | SH | SOLE | 0 | 45,000 | 0 | 0 | |
| SPRINKLR INC | CL A | 85208T107 | 2,100 | 120,000 | SH | SOLE | 0 | 120,000 | 0 | 0 | |
| DATADOG INC | CL A COM | 23804L103 | 4,281 | 30,286 | SH | SOLE | 0 | 30,286 | 0 | 0 | |
| DOCUSIGN INC | COM | 256163106 | 26,258 | 102,000 | SH | SOLE | 0 | 102,000 | 0 | 0 | |
| ELASTIC N V | ORD SHS | N14506104 | 43,803 | 294,000 | SH | SOLE | 0 | 294,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 57,187 | 168,500 | SH | SOLE | 0 | 168,500 | 0 | 0 | |
| F5 NETWORKS INC | COM | 315616102 | 6,957 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 | |
| JFROG LTD | ORD SHS | M6191J100 | 32,079 | 957,588 | SH | SOLE | 0 | 957,588 | 0 | 0 | |
| INTAPP INC | COM | 45827U109 | 1,044 | 40,509 | SH | SOLE | 0 | 40,509 | 0 | 0 | |
| JAMF HLDG CORP | COM | 47074L105 | 2,696 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | |
| KLA CORP | COM NEW | 482480100 | 13,380 | 40,000 | SH | SOLE | 0 | 40,000 | 0 | 0 | |
| LAM RESEARCH CORP | COM | 512807108 | 11,383 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
| MONGODB INC | CL A | 60937P106 | 20,888 | 44,300 | SH | SOLE | 0 | 44,300 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 37,157 | 131,800 | SH | SOLE | 0 | 131,800 | 0 | 0 | |
| MARQETA INC | CLASS A COM | 57142B104 | 4,756 | 215,000 | SH | SOLE | 0 | 215,000 | 0 | 0 | |
| NCINO INC | COM | 63947U107 | 26,281 | 370,000 | SH | SOLE | 0 | 370,000 | 0 | 0 | |
| CLOUDFLARE INC | CL A COM | 18915M107 | 28,911 | 256,645 | SH | SOLE | 0 | 256,645 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 27,465 | 45,000 | SH | SOLE | 0 | 45,000 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 59,676 | 95,900 | SH | SOLE | 0 | 95,900 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 156,737 | 756,600 | SH | SOLE | 0 | 756,600 | 0 | 0 | |
| OKTA INC | CL A | 679295105 | 60,522 | 255,000 | SH | SOLE | 0 | 255,000 | 0 | 0 | |
| UIPATH INC | CL A | 90364P105 | 3,190 | 60,640 | SH | SOLE | 0 | 60,640 | 0 | 0 | |
| ANAPLAN INC | COM | 03272L108 | 609 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 893 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 52,817 | 409,494 | SH | SOLE | 0 | 409,494 | 0 | 0 | |
| QORVO INC | COM | 74736K101 | 30,011 | 179,500 | SH | SOLE | 0 | 179,500 | 0 | 0 | |
| RINGCENTRAL INC | CL A | 76680R206 | 32,625 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 13,829 | 10,200 | SH | SOLE | 0 | 10,200 | 0 | 0 | |
| SNOWFLAKE INC | CL A | 833445109 | 6,049 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 12,359 | 75,000 | SH | SOLE | 0 | 75,000 | 0 | 0 | |
| ATLASSIAN CORP PLC | CL A | G06242104 | 15,148 | 38,700 | SH | SOLE | 0 | 38,700 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 65,524 | 84,495 | SH | SOLE | 0 | 84,495 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 92,446 | 828,000 | SH | SOLE | 0 | 828,000 | 0 | 0 | |
| TWILIO INC | CL A | 90138F102 | 36,691 | 115,000 | SH | SOLE | 0 | 115,000 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 52,977 | 212,000 | SH | SOLE | 0 | 212,000 | 0 | 0 | |
| WALKME LTD | ORD SHS | M97628107 | 4,016 | 135,000 | SH | SOLE | 0 | 135,000 | 0 | 0 | |
| QUALTRICS INTL INC | COM CL A | 747601201 | 4,915 | 115,000 | SH | SOLE | 0 | 115,000 | 0 | 0 | |
| CLEAR SECURE INC | COM CL A | 18467V109 | 2,463 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
| ZENDESK INC | COM | 98936J101 | 6,983 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 16,998 | 65,000 | SH | SOLE | 0 | 65,000 | 0 | 0 | |
| ZSCALER INC | COM | 98980G102 | 15,733 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
| NCINO INC | COM | 63947U107 | 710 | 10,000 | SH | Call | SOLE | 0 | 10,000 | 0 | 0 |