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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 | 294,376,500 | 2,850,000 | SH | SOLE | 2,850,000 | 0 | 0 | |||
| APPLIED MATLS INC | COM | 038222105 | 63,503,110 | 517,000 | SH | SOLE | 517,000 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 62,505,825 | 910,500 | SH | SOLE | 910,500 | 0 | 0 | |||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 77,094,836 | 366,961 | SH | SOLE | 366,961 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 90,461,088 | 5,653,818 | SH | SOLE | 5,653,818 | 0 | 0 | |||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 48,727,300 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | |||
| DOORDASH INC | CL A | 25809K105 | 224,501,229 | 3,532,115 | SH | SOLE | 3,532,115 | 0 | 0 | |||
| FRESHWORKS INC | CLASS A COM | 358054104 | 2,304,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| GITLAB INC | CLASS A COM | 37637K108 | 29,884,387 | 871,519 | SH | SOLE | 871,519 | 0 | 0 | |||
| HUBSPOT INC | COM | 443573100 | 172,357,500 | 402,000 | SH | SOLE | 402,000 | 0 | 0 | |||
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 7,899,353 | 415,100 | SH | SOLE | 415,100 | 0 | 0 | |||
| LAM RESEARCH CORP | COM | 512807108 | 124,578,200 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 346,945,780 | 1,637,000 | SH | SOLE | 1,637,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 343,365,300 | 1,191,000 | SH | SOLE | 1,191,000 | 0 | 0 | |||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 147,763,876 | 31,042,831 | SH | SOLE | 31,042,831 | 0 | 0 | |||
| OKTA INC | CL A | 679295105 | 77,055,440 | 893,500 | SH | SOLE | 893,500 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 9,321,886 | 122,818 | SH | SOLE | 122,818 | 0 | 0 | |||
| SEA LTD | SPONSORD ADS | 81141R100 | 238,876,875 | 2,759,987 | SH | SOLE | 2,759,987 | 0 | 0 | |||
| SENTINELONE INC | CL A | 81730H109 | 64,392,960 | 3,936,000 | SH | SOLE | 3,936,000 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 459,143,360 | 988,000 | SH | SOLE | 988,000 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 403,031,580 | 8,407,000 | SH | SOLE | 8,407,000 | 0 | 0 | |||
| TESLA INC | COM | 88160R101 | 60,163,400 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 57,841,503 | 868,100 | SH | SOLE | 868,100 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 233,977,700 | 7,381,000 | SH | SOLE | 7,381,000 | 0 | 0 | |||
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 1,235,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||