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
ADOBE INC COM 00724F101 15,481 27,300 SH   SOLE 0 27,300 0 0
AUTODESK INC COM 052769106 52,976 188,400 SH   SOLE 0 188,400 0 0
ALKAMI TECHNOLOGY INC COM 01644J108 201 10,000 SH   SOLE 0 10,000 0 0
ADVANCED MICRO DEVICES COM 007903107 114,343 794,600 SH   SOLE 0 794,600 0 0
AMPLITUDE INC-CLASS A COM CL A 03213A104 1,059 20,000 SH   SOLE 0 20,000 0 0
AGORA INC-ADR ADS 00851L103 1,965 121,234 SH   SOLE 0 121,234 0 0
APPLOVIN CORP-CLASS A COM CL A 03831W108 943 10,000 SH   SOLE 0 10,000 0 0
ASML HOLDING NV-NY REG SHS N Y REGISTRY SHS N07059210 3,981 5,000 SH   SOLE 0 5,000 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102 602 40,000 SH   SOLE 0 40,000 0 0
ALIBABA GROUP HOLDING-SP ADR SPONSORED ADS 01609W102 7,127 60,000 SH   SOLE 0 60,000 0 0
BLEND LABS INC-A CL A 09352U108 440 60,000 SH   SOLE 0 60,000 0 0
CONFLUENT INC-CLASS A CLASS A COM 20717M103 17,032 223,400 SH   SOLE 0 223,400 0 0
COUPA SOFTWARE INC COM 22266L106 11,064 70,000 SH   SOLE 0 70,000 0 0
SALESFORCE.COM INC COM 79466L302 109,581 431,200 SH   SOLE 0 431,200 0 0
CROWDSTRIKE HOLDINGS INC - A CL A 22788C105 20,475 100,000 SH   SOLE 0 100,000 0 0
SPRINKLR INC-A CL A 85208T107 2,063 130,000 SH   SOLE 0 130,000 0 0
DATADOG INC - CLASS A CL A COM 23804L103 10,738 60,286 SH   SOLE 0 60,286 0 0
DOCUSIGN INC COM 256163106 63,696 418,200 SH   SOLE 0 418,200 0 0
DOXIMITY INC-CLASS A CL A 26622P107 1,504 30,000 SH   SOLE 0 30,000 0 0
DOMO INC - CLASS B COM CL B 257554105 248 5,000 SH   SOLE 0 5,000 0 0
ELASTIC NV ORD SHS N14506104 42,343 344,000 SH   SOLE 0 344,000 0 0
EXPENSIFY INC - A COM CL A 30219Q106 5,720 130,000 SH   SOLE 0 130,000 0 0
META PLATFORMS INC-CLASS A CL A 30303M102 144,126 428,500 SH   SOLE 0 428,500 0 0
FIVE9 INC COM 338307101 9,612 70,000 SH   SOLE 0 70,000 0 0
JFROG LTD ORD SHS M6191J100 38,538 1,297,588 SH   SOLE 0 1,297,588 0 0
FRESHWORKS INC-CL A CLASS A COM 358054104 11,554 440,000 SH   SOLE 0 440,000 0 0
INTAPP INC COM 45827U109 1,271 50,509 SH   SOLE 0 50,509 0 0
IRONSOURCE LTD-A CL A ORD SHS M5R75Y101 155 20,000 SH   SOLE 0 20,000 0 0
JAMF HOLDING CORP COM 47074L105 2,661 70,000 SH   SOLE 0 70,000 0 0
LYFT INC-A CL A COM 55087P104 4,914 115,000 SH   SOLE 0 115,000 0 0
MONGODB INC CL A 60937P106 23,450 44,300 SH   SOLE 0 44,300 0 0
MARQETA INC-A CLASS A COM 57142B104 3,692 215,000 SH   SOLE 0 215,000 0 0
NEW RELIC INC COM 64829B100 2,749 25,000 SH   SOLE 0 25,000 0 0
NCINO INC COM 63947U107 29,076 530,000 SH   SOLE 0 530,000 0 0
CLOUDFLARE INC - CLASS A CL A COM 18915M107 35,064 266,645 SH   SOLE 0 266,645 0 0
NETFLIX INC COM 64110L106 27,110 45,000 SH   SOLE 0 45,000 0 0
SERVICENOW INC COM 81762P102 62,250 95,900 SH   SOLE 0 95,900 0 0
NVIDIA CORP COM 67066G104 116,644 396,600 SH   SOLE 0 396,600 0 0
OKTA INC CL A 679295105 72,855 325,000 SH   SOLE 0 325,000 0 0
UIPATH INC - CLASS A CL A 90364P105 5,203 120,640 SH   SOLE 0 120,640 0 0
PAGERDUTY INC COM 69553P100 695 20,000 SH   SOLE 0 20,000 0 0
ANAPLAN INC COM 03272L108 7,565 165,000 SH   SOLE 0 165,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 800 10,000 SH   SOLE 0 10,000 0 0
POWERSCHOOL HOLDINGS INC-A COM CL A 73939C106 824 50,000 SH   SOLE 0 50,000 0 0
QUALCOMM INC COM 747525103 10,972 60,000 SH   SOLE 0 60,000 0 0
QORVO INC COM 74736K101 34,328 219,500 SH   SOLE 0 219,500 0 0
RINGCENTRAL INC-CLASS A CL A 76680R206 29,976 160,000 SH   SOLE 0 160,000 0 0
SCHRODINGER INC COM 80810D103 4,180 120,000 SH   SOLE 0 120,000 0 0
SNOWFLAKE INC-CLASS A CL A 833445109 6,775 20,000 SH   SOLE 0 20,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 13,187 85,000 SH   SOLE 0 85,000 0 0
ATLASSIAN CORP PLC-CLASS A CL A G06242104 14,756 38,700 SH   SOLE 0 38,700 0 0
TESLA INC COM 88160R101 25,886 24,495 SH   SOLE 0 24,495 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADS 874039100 99,617 828,000 SH   SOLE 0 828,000 0 0
TWILIO INC - A CL A 90138F102 138,254 525,000 SH   SOLE 0 525,000 0 0
UNITY SOFTWARE INC COM 91332U101 43,683 305,500 SH   SOLE 0 305,500 0 0
VEEVA SYSTEMS INC-CLASS A CL A COM 922475108 1,277 5,000 SH   SOLE 0 5,000 0 0
VIMEO INC COMMON STOCK 92719V100 8,763 487,900 SH   SOLE 0 487,900 0 0
WORKDAY INC-CLASS A CL A 98138H101 57,914 212,000 SH   SOLE 0 212,000 0 0
WALKME LTD ORD SHS M97628107 2,846 145,000 SH   SOLE 0 145,000 0 0
QUALTRICS INTERNATIONAL-CL A COM CL A 747601201 6,726 190,000 SH   SOLE 0 190,000 0 0
CLEAR SECURE INC -CLASS A COM CL A 18467V109 2,510 80,000 SH   SOLE 0 80,000 0 0
ZENDESK INC COM 98936J101 11,472 110,000 SH   SOLE 0 110,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 642 10,000 SH   SOLE 0 10,000 0 0
ZOOM VIDEO COMMUNICATIONS-A CL A 98980L101 39,541 215,000 SH   SOLE 0 215,000 0 0
DOCUSIGN INC COM 256163106 18,277 120,000 SH Call SOLE 0 120,000 0 0
JFROG LTD ORD SHS M6191J100 2,970 100,000 SH Call SOLE 0 100,000 0 0
NVIDIA CORP COM 67066G104 2,941 10,000 SH Call SOLE 0 10,000 0 0
TWILIO INC - A CL A 90138F102 23,701 90,000 SH Call SOLE 0 90,000 0 0
VIMEO INC COMMON STOCK 92719V100 539 30,000 SH Call SOLE 0 30,000 0 0