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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
MSFT CS 594918104 49,974 211,961 SH   SOLE   0 0 0
ADBE CS 00724F101 41,442 87,179 SH   SOLE   0 0 0
AAPL CS 037833100 21,305 174,421 SH   SOLE   0 0 0
AMZN CS 023135106 18,236 5,894 SH   SOLE   0 0 0
ZS CS 98980G102 13,004 75,749 SH   SOLE   0 0 0
NOW CS 81762P102 11,843 23,681 SH   SOLE   0 0 0
NET CS 64107S106 9,094 129,436 SH   SOLE   0 0 0
MA CS 57636Q104 8,180 22,975 SH   SOLE   0 0 0
CRWD CS 22788C105 7,230 39,997 SH   SOLE   0 0 0
V CS 92826C839 6,632 31,325 SH   SOLE   0 0 0
GOOG CS 02079K107 1,913 1,094 SH   SOLE   0 0 0
CMG CS 125749101 528 372 SH   SOLE   0 0 0
Z CS 98954M101 492 3,800 SH   SOLE   0 0 0
OKTA CS 679295105 473 2,150 SH   SOLE   0 0 0
COST CS 22160K105 349 992 SH   SOLE   0 0 0