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
ADOBE INC COM 00724F101   3,130,360 5,247 SH   SOLE 1 5,247 0 0
ADOBE INC COM 00724F101   65,466,708 109,733 SH   SOLE   109,733 0 0
AMAZON COM INC COM 023135106   133,707,200 880,000 SH   SOLE   880,000 0 0
AMAZON COM INC COM 023135106   6,953,838 45,767 SH   SOLE 1 45,767 0 0
APPLOVIN CORP COM CL A 03831W108   36,119,522 906,387 SH   SOLE   906,387 0 0
APPLOVIN CORP COM CL A 03831W108   1,728,095 43,365 SH   SOLE 1 43,365 0 0
BILL HOLDINGS INC COM 090043100   47,240,610 579,000 SH   SOLE   579,000 0 0
BILL HOLDINGS INC COM 090043100   2,268,202 27,800 SH   SOLE 1 27,800 0 0
BROADCOM INC COM 11135F101   5,282,095 4,732 SH   SOLE 1 4,732 0 0
BROADCOM INC COM 11135F101   110,207,363 98,730 SH   SOLE   98,730 0 0
COGNEX CORP COM 192422103   10,931,414 261,893 SH   SOLE   261,893 0 0
COGNEX CORP COM 192422103   522,418 12,516 SH   SOLE 1 12,516 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   2,216,567 10,119 SH   SOLE 1 10,119 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   46,387,999 211,769 SH   SOLE   211,769 0 0
GLOBAL E ONLINE LTD SHS M5216V106   2,635,474 66,502 SH   SOLE 1 66,502 0 0
GLOBAL E ONLINE LTD SHS M5216V106   55,180,416 1,392,390 SH   SOLE   1,392,390 0 0
HASHICORP INC COM CL A 418100103   968,365 40,963 SH   SOLE 1 40,963 0 0
HASHICORP INC COM CL A 418100103   20,248,322 856,528 SH   SOLE   856,528 0 0
INTUIT COM 461202103   69,895,230 111,827 SH   SOLE   111,827 0 0
INTUIT COM 461202103   3,342,660 5,348 SH   SOLE 1 5,348 0 0
MARVELL TECHNOLOGY INC COM 573874104   3,377,842 56,008 SH   SOLE 1 56,008 0 0
MARVELL TECHNOLOGY INC COM 573874104   70,652,622 1,171,491 SH   SOLE   1,171,491 0 0
META PLATFORMS INC CL A 30303M102   135,377,665 382,466 SH   SOLE   382,466 0 0
META PLATFORMS INC CL A 30303M102   6,365,971 17,985 SH   SOLE 1 17,985 0 0
MICROSOFT CORP COM 594918104   8,415,023 22,378 SH   SOLE 1 22,378 0 0
MICROSOFT CORP COM 594918104   173,567,279 461,566 SH   SOLE   461,566 0 0
MONGODB INC CL A 60937P106   58,386,642 142,807 SH   SOLE   142,807 0 0
MONGODB INC CL A 60937P106   2,791,219 6,827 SH   SOLE 1 6,827 0 0
NETFLIX INC COM 64110L106   7,108,448 14,600 SH   SOLE 1 14,600 0 0
NETFLIX INC COM 64110L106   165,344,448 339,600 SH   SOLE   339,600 0 0
NEWS CORP NEW CL A 65249B109   84,517,058 3,442,650 SH   SOLE   3,442,650 0 0
ORACLE CORP COM 68389X105   11,275,739 106,950 SH   SOLE 1 106,950 0 0
ORACLE CORP COM 68389X105   219,926,980 2,086,000 SH   SOLE   2,086,000 0 0
PINTEREST INC CL A 72352L106   161,421,505 4,358,032 SH   SOLE   4,358,032 0 0
PINTEREST INC CL A 72352L106   7,820,477 211,136 SH   SOLE 1 211,136 0 0
SEMTECH CORP COM 816850101   1,606,638 73,329 SH   SOLE 1 73,329 0 0
SEMTECH CORP COM 816850101   30,465,592 1,390,488 SH   SOLE   1,390,488 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   124,020,600 660,000 SH   SOLE   660,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   6,010,489 31,986 SH   SOLE 1 31,986 0 0
TRIMBLE INC COM 896239100   176,570,800 3,319,000 SH   SOLE   3,319,000 0 0
TRIMBLE INC COM 896239100   8,555,464 160,817 SH   SOLE 1 160,817 0 0
UNITY SOFTWARE INC COM 91332U101   8,598,717 210,289 SH   SOLE 1 210,289 0 0
UNITY SOFTWARE INC COM 91332U101   158,694,090 3,881,000 SH   SOLE   3,881,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   159,462,160 2,756,000 SH   SOLE   2,756,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   7,753,240 134,000 SH   SOLE 1 134,000 0 0