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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   31,944,111 493,193 SH   SOLE   493,193 0 0
ALPHABET INC CAP STK CL A 02079K305   52,964,116 600,296 SH   SOLE   600,296 0 0
ALTERYX INC COM CL A 02156B103   4,299,400 84,851 SH   SOLE   84,851 0 0
ARISTA NETWORKS INC COM 040413106   69,239,640 570,578 SH   SOLE   570,578 0 0
ATLASSIAN CORPORATION CL A 049468101   32,496,976 252,541 SH   SOLE   252,541 0 0
BLOCK INC CL A 852234103   24,456,574 389,188 SH   SOLE   389,188 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   7,615,520 72,329 SH   SOLE   72,329 0 0
DATADOG INC CL A COM 23804L103   28,662,942 389,972 SH   SOLE   389,972 0 0
ELASTIC N V ORD SHS N14506104   10,298,919 199,979 SH   SOLE   199,979 0 0
FABRINET SHS G3323L100   45,546,052 355,218 SH   SOLE   355,218 0 0
FORTINET INC COM 34959E109   18,085,242 369,917 SH   SOLE   369,917 0 0
HASHICORP INC COM CL A 418100103   12,425,347 454,475 SH   SOLE   454,475 0 0
HUBSPOT INC COM 443573100   173,937,138 601,588 SH   SOLE   601,588 0 0
INTUIT COM 461202103   178,666,381 459,037 SH   SOLE   459,037 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   3,927,364 14,749 SH   SOLE   14,749 0 0
JFROG LTD ORD SHS M6191J100   11,859,885 556,019 SH   SOLE   556,019 0 0
JUNIPER NETWORKS INC COM 48203R104   125,606,507 3,930,116 SH   SOLE   3,930,116 0 0
LAM RESEARCH CORP COM 512807108   50,725,587 120,689 SH   SOLE   120,689 0 0
META PLATFORMS INC CL A 30303M102   58,764,910 488,324 SH   SOLE   488,324 0 0
MICROSOFT CORP COM 594918104   40,995,790 170,944 SH   SOLE   170,944 0 0
MONDAY COM LTD SHS M7S64H106   37,633,950 308,475 SH   SOLE   308,475 0 0
MONGODB INC CL A 60937P106   45,839,902 232,879 SH   SOLE   232,879 0 0
MONOLITHIC PWR SYS INC COM 609839105   18,711,980 52,917 SH   SOLE   52,917 0 0
NETFLIX INC COM 64110L106   265,246,329 899,506 SH   SOLE   899,506 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   84,478,939 20,756,496 SH   SOLE   20,756,496 0 0
NVIDIA CORPORATION COM 67066G104   111,668,351 764,119 SH   SOLE   764,119 0 0
ON SEMICONDUCTOR CORP COM 682189105   109,739,267 1,759,488 SH   SOLE   1,759,488 0 0
ORACLE CORP COM 68389X105   200,347,274 2,451,031 SH   SOLE   2,451,031 0 0
PAGAYA TECHNOLOGIES LTD CL A SHS M7S64L115   9,387,509 7,570,572 SH   SOLE   7,570,572 0 0
PALO ALTO NETWORKS INC COM 697435105   70,185,969 502,981 SH   SOLE   502,981 0 0
PINDUODUO INC SPONSORED ADS 722304102   53,974,520 661,858 SH   SOLE   661,858 0 0
PURE STORAGE INC CL A 74624M102   112,367,809 4,199,096 SH   SOLE   4,199,096 0 0
SERVICENOW INC COM 81762P102   57,906,200 149,139 SH   SOLE   149,139 0 0
SPLUNK INC COM 848637104   217,333,172 2,524,488 SH   SOLE   2,524,488 0 0
SUPER MICRO COMPUTER INC COM 86800U104   45,864,344 558,640 SH   SOLE   558,640 0 0
T-MOBILE US INC COM 872590104   130,495,540 932,111 SH   SOLE   932,111 0 0
TOAST INC CL A 888787108   50,412,511 2,796,035 SH   SOLE   2,796,035 0 0
VISA INC COM CL A 92826C839   116,651,630 561,473 SH   SOLE   561,473 0 0
WORKDAY INC CL A 98138H101   254,251,911 1,519,464 SH   SOLE   1,519,464 0 0