The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 21,892 | 345,510 | SH | SOLE | 345,510 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 33,633 | 297,638 | SH | SOLE | 297,638 | 0 | 0 | ||
| ASANA INC | CL A | 04342Y104 | 11,528 | 518,558 | SH | SOLE | 518,558 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 22,519 | 13,704 | SH | SOLE | 13,704 | 0 | 0 | ||
| BROADWIND INC | COM NEW | 11161T207 | 69 | 22,720 | SH | SOLE | 22,720 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 8,905 | 220,258 | SH | SOLE | 220,258 | 0 | 0 | ||
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | 4,114 | 373,962 | SH | SOLE | 373,962 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 19,838 | 223,450 | SH | SOLE | 223,450 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 22,889 | 319,052 | SH | SOLE | 319,052 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 17,278 | 30,374 | SH | SOLE | 30,374 | 0 | 0 | ||
| ERICSSON | ADR B SEK 10 | 294821608 | 20,310 | 3,538,322 | SH | SOLE | 3,538,322 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 33,728 | 336,843 | SH | SOLE | 336,843 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 19,912 | 212,533 | SH | SOLE | 212,533 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 210 | 1,591 | SH | SOLE | 1,591 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 11,282 | 150,474 | SH | SOLE | 150,474 | 0 | 0 | ||
| GITLAB INC | CLASS A COM | 37637K108 | 7,103 | 138,668 | SH | SOLE | 138,668 | 0 | 0 | ||
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 16,762 | 993,027 | SH | SOLE | 993,027 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 24,649 | 1,871,575 | SH | SOLE | 1,871,575 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 34,975 | 815,085 | SH | SOLE | 815,085 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 71,292 | 302,805 | SH | SOLE | 302,805 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 220 | 2,801 | SH | SOLE | 2,801 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 15,008 | 3,514,874 | SH | SOLE | 3,514,874 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 15,728 | 276,557 | SH | SOLE | 276,557 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 52,002 | 317,493 | SH | SOLE | 317,493 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 20,700 | 260,677 | SH | SOLE | 260,677 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 33,024 | 292,302 | SH | SOLE | 292,302 | 0 | 0 | ||
| RENEW ENERGY GLOBAL PLC | CL A SHS | G7500M104 | 150 | 24,908 | SH | SOLE | 24,908 | 0 | 0 | ||
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 24,454 | 743,047 | SH | SOLE | 743,047 | 0 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 30,375 | 847,524 | SH | SOLE | 847,524 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 29,049 | 170,914 | SH | SOLE | 170,914 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 24,137 | 221,436 | SH | SOLE | 221,436 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 53,852 | 203,022 | SH | SOLE | 203,022 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 29,500 | 1,080,214 | SH | SOLE | 1,080,214 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 28,101 | 1,060,417 | SH | SOLE | 1,060,417 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 28,070 | 739,265 | SH | SOLE | 739,265 | 0 | 0 | ||
| WOLFSPEED INC | COM | 977852102 | 6,687 | 64,700 | SH | SOLE | 64,700 | 0 | 0 | ||
| ZUORA INC | COM CL A | 98983V106 | 1,004 | 136,038 | SH | SOLE | 136,038 | 0 | 0 | ||