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
ALPHABET INC CAP STK CL A 02079K305 35,783 374,101 SH   SOLE   374,101 0 0
ALTERYX INC COM CL A 02156B103 16,083 288,022 SH   SOLE   288,022 0 0
AMAZON COM INC COM 023135106 260,403 2,304,454 SH   SOLE   2,304,454 0 0
ARISTA NETWORKS INC COM 040413106 28,988 256,778 SH   SOLE   256,778 0 0
BILL COM HLDGS INC COM 090043100 54,767 413,740 SH   SOLE   413,740 0 0
BLOCK INC CL A 852234103 88,551 1,610,307 SH   SOLE   1,610,307 0 0
BROADCOM INC COM 11135F101 60,486 136,227 SH   SOLE   136,227 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 58,026 517,993 SH   SOLE   517,993 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 37,857 229,699 SH   SOLE   229,699 0 0
FIVE9 INC COM 338307101 66,620 888,507 SH   SOLE   888,507 0 0
GITLAB INC CLASS A COM 37637K108 30,003 585,764 SH   SOLE   585,764 0 0
HASHICORP INC COM CL A 418100103 14,161 439,931 SH   SOLE   439,931 0 0
HUBSPOT INC COM 443573100 105,653 391,135 SH   SOLE   391,135 0 0
INTUIT COM 461202103 185,679 479,395 SH   SOLE   479,395 0 0
JUNIPER NETWORKS INC COM 48203R104 116,584 4,463,388 SH   SOLE   4,463,388 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 16,815 996,147 SH   SOLE   996,147 0 0
KE HLDGS INC SPONSORED ADS 482497104 69,086 3,943,283 SH   SOLE   3,943,283 0 0
MARVELL TECHNOLOGY INC COM 573874104 44,789 1,043,785 SH   SOLE   1,043,785 0 0
META PLATFORMS INC CL A 30303M102 174,889 1,288,978 SH   SOLE   1,288,978 0 0
MICROSOFT CORP COM 594918104 224,957 965,894 SH   SOLE   965,894 0 0
MONDAY COM LTD SHS M7S64H106 12,370 109,139 SH   SOLE   109,139 0 0
MONGODB INC CL A 60937P106 70,212 353,606 SH   SOLE   353,606 0 0
MONOLITHIC PWR SYS INC COM 609839105 187,848 516,919 SH   SOLE   516,919 0 0
NETFLIX INC COM 64110L106 194,701 826,966 SH   SOLE   826,966 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 106,280 24,154,442 SH   SOLE   24,154,442 0 0
ON SEMICONDUCTOR CORP COM 682189105 169,073 2,712,548 SH   SOLE   2,712,548 0 0
ORACLE CORP COM 68389X105 137,320 2,248,563 SH   SOLE   2,248,563 0 0
PAGAYA TECHNOLOGIES LTD CL A SHS M7S64L115 20,082 11,095,248 SH   SOLE   11,095,248 0 0
PALO ALTO NETWORKS INC COM 697435105 81,454 497,310 SH   SOLE   497,310 0 0
PINDUODUO INC SPONSORED ADS 722304102 32,539 519,955 SH   SOLE   519,955 0 0
PINTEREST INC CL A 72352L106 55,043 2,362,354 SH   SOLE   2,362,354 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 9,423 190,435 SH   SOLE   190,435 0 0
PURE STORAGE INC CL A 74624M102 160,118 5,850,134 SH   SOLE   5,850,134 0 0
SALESFORCE INC COM 79466L302 74,709 519,388 SH   SOLE   519,388 0 0
SMARTSHEET INC COM CL A 83200N103 17,262 502,384 SH   SOLE   502,384 0 0
SPLUNK INC COM 848637104 176,716 2,349,946 SH   SOLE   2,349,946 0 0
T-MOBILE US INC COM 872590104 91,531 682,199 SH   SOLE   682,199 0 0
TOAST INC CL A 888787108 17,905 1,070,875 SH   SOLE   1,070,875 0 0
WORKDAY INC CL A 98138H101 145,022 952,714 SH   SOLE   952,714 0 0
ZSCALER INC COM 98980G102 108,030 657,235 SH   SOLE   657,235 0 0