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 | 239,400,000 | 2,850,000 | SH | SOLE | 2,850,000 | 0 | 0 | |||
| AMPLITUDE INC | COM CL A | 03213A104 | 729,427 | 60,383 | SH | SOLE | 60,383 | 0 | 0 | |||
| APPLIED MATLS INC | COM | 038222105 | 50,345,460 | 517,000 | SH | SOLE | 517,000 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 60,183,288 | 4,091,318 | SH | SOLE | 4,091,318 | 0 | 0 | |||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 154,927,707 | 1,471,438 | SH | SOLE | 1,471,438 | 0 | 0 | |||
| DOORDASH INC | CL A | 25809K105 | 172,437,854 | 3,532,115 | SH | SOLE | 3,532,115 | 0 | 0 | |||
| FRESHWORKS INC | CLASS A COM | 358054104 | 2,206,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| HUBSPOT INC | COM | 443573100 | 116,230,260 | 402,000 | SH | SOLE | 402,000 | 0 | 0 | |||
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 8,455,587 | 415,100 | SH | SOLE | 415,100 | 0 | 0 | |||
| LAM RESEARCH CORP | COM | 512807108 | 98,770,500 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 149,823,300 | 1,245,000 | SH | SOLE | 1,245,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 384,911,100 | 1,605,000 | SH | SOLE | 1,605,000 | 0 | 0 | |||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 126,344,322 | 31,042,831 | SH | SOLE | 31,042,831 | 0 | 0 | |||
| OKTA INC | CL A | 679295105 | 61,052,855 | 893,500 | SH | SOLE | 893,500 | 0 | 0 | |||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 10,015,808 | 122,818 | SH | SOLE | 122,818 | 0 | 0 | |||
| SEA LTD | SPONSORD ADS | 81141R100 | 143,602,124 | 2,759,987 | SH | SOLE | 2,759,987 | 0 | 0 | |||
| SENTINELONE INC | CL A | 81730H109 | 57,426,240 | 3,936,000 | SH | SOLE | 3,936,000 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 363,071,277 | 935,100 | SH | SOLE | 935,100 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 291,806,970 | 8,407,000 | SH | SOLE | 8,407,000 | 0 | 0 | |||
| SNOWFLAKE INC | CL A | 833445109 | 103,637,602 | 722,012 | SH | SOLE | 722,012 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 42,502,176 | 868,100 | SH | SOLE | 868,100 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 155,007,640 | 6,268,000 | SH | SOLE | 6,268,000 | 0 | 0 | |||
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 1,505,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| ZSCALER INC | COM | 98980G102 | 36,367,500 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | |||