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
ADVANCED MICRO DEVICES INC COM 007903107 19,118 250,000 SH   SOLE 0 250,000 0 0
AMPLITUDE INC COM CL A 03213A104 4,646 325,100 SH   SOLE 0 325,100 0 0
AGORA INC ADS 00851L103 797 121,234 SH   SOLE 0 121,234 0 0
APPLOVIN CORP COM CL A 03831W108 344 10,000 SH   SOLE 0 10,000 0 0
ASANA INC CL A 04342Y104 1,055 60,000 SH   SOLE 0 60,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 11,897 25,000 SH   SOLE 0 25,000 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102 491 80,000 SH   SOLE 0 80,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,821 60,000 SH   SOLE 0 60,000 0 0
BLEND LABS INC CL A 09352U108 142 60,000 SH   SOLE 0 60,000 0 0
BRAZE INC COM CL A 10576N102 9,572 264,198 SH   SOLE 0 264,198 0 0
CONFLUENT INC CLASS A COM 20717M103 25,748 1,107,900 SH   SOLE 0 1,107,900 0 0
COUPA SOFTWARE INC COM 22266L106 9,136 160,000 SH   SOLE 0 160,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 8,428 50,000 SH   SOLE 0 50,000 0 0
SPRINKLR INC CL A 85208T107 1,921 190,000 SH   SOLE 0 190,000 0 0
DATADOG INC CL A COM 23804L103 45,239 475,000 SH   SOLE 0 475,000 0 0
DOCUSIGN INC COM 256163106 25,569 445,600 SH   SOLE 0 445,600 0 0
ENFUSION INC CL A 292812104 107 10,500 SH   SOLE 0 10,500 0 0
ELASTIC N V ORD SHS N14506104 55,760 824,000 SH   SOLE 0 824,000 0 0
EXPENSIFY INC COM CL A 30219Q106 4,181 235,000 SH   SOLE 0 235,000 0 0
JFROG LTD ORD SHS M6191J100 37,243 1,767,588 SH   SOLE 0 1,767,588 0 0
FRESHWORKS INC CLASS A COM 358054104 11,441 870,000 SH   SOLE 0 870,000 0 0
HASHICORP INC COM CL A 418100103 2,944 100,000 SH   SOLE 0 100,000 0 0
LYFT INC CL A COM 55087P104 3,851 290,000 SH   SOLE 0 290,000 0 0
MONGODB INC CL A 60937P106 12,975 50,000 SH   SOLE 0 50,000 0 0
MONDAY COM LTD SHS M7S64H106 15,100 146,374 SH   SOLE 0 146,374 0 0
MARQETA INC CLASS A COM 57142B104 2,717 335,000 SH   SOLE 0 335,000 0 0
NCINO INC COM 63947X101 14,069 455,000 SH   SOLE 0 455,000 0 0
CLOUDFLARE INC CL A COM 18915M107 42,728 976,645 SH   SOLE 0 976,645 0 0
NEW RELIC INC COM 64829B100 1,997 39,900 SH   SOLE 0 39,900 0 0
SERVICENOW INC COM 81762P102 50,358 105,900 SH   SOLE 0 105,900 0 0
NVIDIA CORPORATION COM 67066G104 37,898 250,000 SH   SOLE 0 250,000 0 0
OKTA INC CL A 679295105 32,092 355,000 SH   SOLE 0 355,000 0 0
OLO INC CL A 68134L109 197 20,000 SH   SOLE 0 20,000 0 0
UIPATH INC CL A 90364P105 2,740 150,640 SH   SOLE 0 150,640 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 454 10,000 SH   SOLE 0 10,000 0 0
PAGERDUTY INC COM 69553P100 5,576 225,000 SH   SOLE 0 225,000 0 0
QUALCOMM INC COM 747525103 11,497 90,000 SH   SOLE 0 90,000 0 0
QORVO INC COM 74736K101 20,703 219,500 SH   SOLE 0 219,500 0 0
RINGCENTRAL INC CL A 76680R206 8,884 170,000 SH   SOLE 0 170,000 0 0
SCHRODINGER INC COM 80810D103 3,433 130,000 SH   SOLE 0 130,000 0 0
SNOWFLAKE INC CL A 833445109 53,677 386,000 SH   SOLE 0 386,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 7,874 85,000 SH   SOLE 0 85,000 0 0
ATLASSIAN CORP PLC CL A G06242104 11,000 58,700 SH   SOLE 0 58,700 0 0
TOAST INC CL A 888787108 388 30,000 SH   SOLE 0 30,000 0 0
TESLA INC COM 88160R101 27,004 40,100 SH   SOLE 0 40,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 118,374 1,448,000 SH   SOLE 0 1,448,000 0 0
TWILIO INC CL A 90138F102 64,115 765,000 SH   SOLE 0 765,000 0 0
UNITY SOFTWARE INC COM 91332U101 21,558 585,500 SH   SOLE 0 585,500 0 0
VIMEO INC COMMON STOCK 92719V100 3,150 523,300 SH   SOLE 0 523,300 0 0
WALKME LTD ORD SHS M97628107 1,466 144,700 SH   SOLE 0 144,700 0 0
QUALTRICS INTL INC COM CL A 747601201 6,755 540,000 SH   SOLE 0 540,000 0 0
CLEAR SECURE INC COM CL A 18467V109 2,800 140,000 SH   SOLE 0 140,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 26,885 249,000 SH   SOLE 0 249,000 0 0
CONFLUENT INC CLASS A COM 20717M103 697 30,000 SH Call SOLE 0 30,000 0 0
DOCUSIGN INC COM 256163106 6,886 120,000 SH Call SOLE 0 120,000 0 0
JFROG LTD ORD SHS M6191J100 10,535 500,000 SH Call SOLE 0 500,000 0 0
ATLASSIAN CORP PLC CL A G06242104 11,244 60,000 SH Call SOLE 0 60,000 0 0
TWILIO INC CL A 90138F102 7,543 90,000 SH Call SOLE 0 90,000 0 0
QUALTRICS INTL INC COM CL A 747601201 2,502 200,000 SH Call SOLE 0 200,000 0 0
VIMEO INC COMMON STOCK 92719V100 181 30,000 SH Call SOLE 0 30,000 0 0