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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 160,157,460 | 1,406,000 | SH | SOLE | 1,406,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 404,898,160 | 3,106,000 | SH | SOLE | 3,106,000 | 0 | 0 | |||
| APPLIED MATLS INC | COM | 038222105 | 74,727,180 | 517,000 | SH | SOLE | 517,000 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 60,611,985 | 910,500 | SH | SOLE | 910,500 | 0 | 0 | |||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 159,473,600 | 680,000 | SH | SOLE | 680,000 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 98,376,433 | 5,653,818 | SH | SOLE | 5,653,818 | 0 | 0 | |||
| DOORDASH INC | CL A | 25809K105 | 110,680,614 | 1,448,320 | SH | SOLE | 1,448,320 | 0 | 0 | |||
| FRESHWORKS INC | CLASS A COM | 358054104 | 2,637,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| GLOBAL E ONLINE LTD | SHS | M5216V106 | 12,077,300 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | |||
| HUBSPOT INC | COM | 443573100 | 215,738,551 | 405,455 | SH | SOLE | 405,455 | 0 | 0 | |||
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 6,247,255 | 415,100 | SH | SOLE | 415,100 | 0 | 0 | |||
| LAM RESEARCH CORP | COM | 512807108 | 151,072,100 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 498,771,240 | 1,738,000 | SH | SOLE | 1,738,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 405,583,140 | 1,191,000 | SH | SOLE | 1,191,000 | 0 | 0 | |||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 244,927,937 | 31,042,831 | SH | SOLE | 31,042,831 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 153,556,260 | 363,000 | SH | SOLE | 363,000 | 0 | 0 | |||
| OKTA INC | CL A | 679295105 | 49,796,074 | 718,040 | SH | SOLE | 718,040 | 0 | 0 | |||
| PALO ALTO NETWORKS INC | COM | 697435105 | 48,923,777 | 191,475 | SH | SOLE | 191,475 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 8,491,637 | 122,818 | SH | SOLE | 122,818 | 0 | 0 | |||
| SEA LTD | SPONSORD ADS | 81141R100 | 130,869,521 | 2,254,816 | SH | SOLE | 2,254,816 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 555,226,360 | 988,000 | SH | SOLE | 988,000 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 548,227,319 | 8,486,491 | SH | SOLE | 8,486,491 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 9,160,710 | 90,772 | SH | SOLE | 90,772 | 0 | 0 | |||
| TESLA INC | COM | 88160R101 | 75,913,300 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 55,228,522 | 868,100 | SH | SOLE | 868,100 | 0 | 0 | |||
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 1,269,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||