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 |
| AMPLITUDE INC | COM CL A | 03213A104 | 5,339 | 345,100 | SH | SOLE | 0 | 345,100 | 0 | 0 | |
| AGORA INC | ADS | 00851L103 | 440 | 121,234 | SH | SOLE | 0 | 121,234 | 0 | 0 | |
| APPLOVIN CORP | COM CL A | 03831W108 | 195 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
| ASANA INC | CL A | 04342Y104 | 1,334 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
| AVIDXCHANGE HOLDINGS INC | COM | 05368X102 | 674 | 80,000 | SH | SOLE | 0 | 80,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 4,799 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
| BLEND LABS INC | CL A | 09352U108 | 133 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
| BRAZE INC | COM CL A | 10576N102 | 9,202 | 264,198 | SH | SOLE | 0 | 264,198 | 0 | 0 | |
| CONFLUENT INC | CLASS A COM | 20717M103 | 27,830 | 1,170,800 | SH | SOLE | 0 | 1,170,800 | 0 | 0 | |
| COUPA SOFTWARE INC | COM | 22266L106 | 9,408 | 160,000 | SH | SOLE | 0 | 160,000 | 0 | 0 | |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 8,241 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| SPRINKLR INC | CL A | 85208T107 | 1,752 | 190,000 | SH | SOLE | 0 | 190,000 | 0 | 0 | |
| DATADOG INC | CL A COM | 23804L103 | 42,171 | 475,000 | SH | SOLE | 0 | 475,000 | 0 | 0 | |
| DOCUSIGN INC | COM | 256163106 | 23,826 | 445,600 | SH | SOLE | 0 | 445,600 | 0 | 0 | |
| ENFUSION INC | CL A | 292812104 | 130 | 10,500 | SH | SOLE | 0 | 10,500 | 0 | 0 | |
| ELASTIC N V | ORD SHS | N14506104 | 59,114 | 824,000 | SH | SOLE | 0 | 824,000 | 0 | 0 | |
| EXPENSIFY INC | COM CL A | 30219Q106 | 3,497 | 235,000 | SH | SOLE | 0 | 235,000 | 0 | 0 | |
| JFROG LTD | ORD SHS | M6191J100 | 39,081 | 1,767,588 | SH | SOLE | 0 | 1,767,588 | 0 | 0 | |
| FRESHWORKS INC | CLASS A COM | 358054104 | 11,284 | 870,000 | SH | SOLE | 0 | 870,000 | 0 | 0 | |
| HASHICORP INC | COM CL A | 418100103 | 3,219 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| LYFT INC | CL A COM | 55087P104 | 3,821 | 290,100 | SH | SOLE | 0 | 290,100 | 0 | 0 | |
| MONGODB INC | CL A | 60937P106 | 9,928 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| MONDAY COM LTD | SHS | M7S64H106 | 16,590 | 146,374 | SH | SOLE | 0 | 146,374 | 0 | 0 | |
| MARQETA INC | CLASS A COM | 57142B104 | 2,385 | 335,000 | SH | SOLE | 0 | 335,000 | 0 | 0 | |
| NCINO INC | COM | 63947X101 | 15,520 | 455,000 | SH | SOLE | 0 | 455,000 | 0 | 0 | |
| CLOUDFLARE INC | CL A COM | 18915M107 | 54,018 | 976,645 | SH | SOLE | 0 | 976,645 | 0 | 0 | |
| NEW RELIC INC | COM | 64829B100 | 2,289 | 39,900 | SH | SOLE | 0 | 39,900 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 39,989 | 105,900 | SH | SOLE | 0 | 105,900 | 0 | 0 | |
| OKTA INC | CL A | 679295105 | 20,189 | 355,000 | SH | SOLE | 0 | 355,000 | 0 | 0 | |
| OLO INC | CL A | 68134L109 | 158 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
| UIPATH INC | CL A | 90364P105 | 1,900 | 150,640 | SH | SOLE | 0 | 150,640 | 0 | 0 | |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 495 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
| PAGERDUTY INC | COM | 69553P100 | 5,191 | 225,000 | SH | SOLE | 0 | 225,000 | 0 | 0 | |
| QORVO INC | COM | 74736K101 | 17,430 | 219,500 | SH | SOLE | 0 | 219,500 | 0 | 0 | |
| RINGCENTRAL INC | CL A | 76680R206 | 6,793 | 170,000 | SH | SOLE | 0 | 170,000 | 0 | 0 | |
| SCHRODINGER INC | COM | 80810D103 | 3,247 | 130,000 | SH | SOLE | 0 | 130,000 | 0 | 0 | |
| SNOWFLAKE INC | CL A | 833445109 | 65,639 | 386,200 | SH | SOLE | 0 | 386,200 | 0 | 0 | |
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 7,248 | 85,000 | SH | SOLE | 0 | 85,000 | 0 | 0 | |
| ATLASSIAN CORP PLC | CL A | G06242104 | 12,362 | 58,700 | SH | SOLE | 0 | 58,700 | 0 | 0 | |
| TOAST INC | CL A | 888787108 | 502 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 31,910 | 120,300 | SH | SOLE | 0 | 120,300 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 99,275 | 1,448,000 | SH | SOLE | 0 | 1,448,000 | 0 | 0 | |
| TWILIO INC | CL A | 90138F102 | 52,892 | 765,000 | SH | SOLE | 0 | 765,000 | 0 | 0 | |
| UNITY SOFTWARE INC | COM | 91332U101 | 18,654 | 585,500 | SH | SOLE | 0 | 585,500 | 0 | 0 | |
| VIMEO INC | COMMON STOCK | 92719V100 | 2,093 | 523,300 | SH | SOLE | 0 | 523,300 | 0 | 0 | |
| WALKME LTD | ORD SHS | M97628107 | 1,230 | 144,700 | SH | SOLE | 0 | 144,700 | 0 | 0 | |
| QUALTRICS INTL INC | COM CL A | 747601201 | 5,497 | 540,000 | SH | SOLE | 0 | 540,000 | 0 | 0 | |
| CLEAR SECURE INC | COM CL A | 18467V109 | 3,200 | 140,000 | SH | SOLE | 0 | 140,000 | 0 | 0 | |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 18,324 | 249,000 | SH | SOLE | 0 | 249,000 | 0 | 0 | |
| CONFLUENT INC | CLASS A COM | 20717M103 | 713 | 30,000 | SH | Call | SOLE | 0 | 30,000 | 0 | 0 |
| DOCUSIGN INC | COM | 256163106 | 3,208 | 60,000 | SH | Call | SOLE | 0 | 60,000 | 0 | 0 |
| JFROG LTD | ORD SHS | M6191J100 | 11,055 | 500,000 | SH | Call | SOLE | 0 | 500,000 | 0 | 0 |
| ATLASSIAN CORP PLC | CL A | G06242104 | 12,635 | 60,000 | SH | Call | SOLE | 0 | 60,000 | 0 | 0 |
| TWILIO INC | CL A | 90138F102 | 6,223 | 90,000 | SH | Call | SOLE | 0 | 90,000 | 0 | 0 |
| QUALTRICS INTL INC | COM CL A | 747601201 | 2,036 | 200,000 | SH | Call | SOLE | 0 | 200,000 | 0 | 0 |