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 |
| ADOBE INC | COM | 00724F101 | 25,312,069 | 45,563 | SH | SOLE | 41,100 | 0 | 4,463 | |||
| APPIAN CORP | CL A | 03782L101 | 14,197,451 | 460,060 | SH | SOLE | 381,541 | 0 | 78,519 | |||
| BROADCOM INC | COM | 11135F101 | 1,130,294 | 7,040 | SH | SOLE | 6,200 | 0 | 840 | |||
| CLEARWATER ANALYTICS HLDGS I | CL A | 185123106 | 39,279,402 | 2,120,918 | SH | SOLE | 2,022,351 | 0 | 98,567 | |||
| COGNEX CORP | COM | 192422103 | 57,302,136 | 1,225,452 | SH | SOLE | 1,169,376 | 0 | 56,076 | |||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 941,498 | 2,457 | SH | SOLE | 2,346 | 0 | 111 | |||
| DYNATRACE INC | COM NEW | 268150109 | 25,007,065 | 558,942 | SH | SOLE | 492,782 | 0 | 66,160 | |||
| FLEX LTD | ORD | Y2573F102 | 36,684,823 | 1,243,975 | SH | SOLE | 1,071,843 | 0 | 172,132 | |||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 27,510,847 | 199,513 | SH | SOLE | 180,825 | 0 | 18,688 | |||
| INFORMATICA INC | COM CL A | 45674M101 | 11,826,021 | 382,967 | SH | SOLE | 305,217 | 0 | 77,750 | |||
| INTERDIGITAL INC | COM | 45867G101 | 51,689,581 | 443,459 | SH | SOLE | 422,247 | 0 | 21,212 | |||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 39,105,000 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | ||
| MAPLEBEAR INC | COM | 565394103 | 18,110,633 | 563,492 | SH | SOLE | 511,931 | 0 | 51,561 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 45,156,239 | 646,012 | SH | SOLE | 599,713 | 0 | 46,299 | |||
| MICRON TECHNOLOGY INC | COM | 595112103 | 1,349,893 | 10,263 | SH | SOLE | 9,405 | 0 | 858 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 50,986,193 | 412,710 | SH | SOLE | 401,110 | 0 | 11,600 | |||
| SPROUT SOCIAL INC | COM CL A | 85209W109 | 10,476,397 | 293,621 | SH | SOLE | 266,958 | 0 | 26,663 | |||
| SQUARESPACE INC | CLASS A | 85225A107 | 10,835,292 | 248,345 | SH | SOLE | 188,600 | 0 | 59,745 | |||
| TALKSPACE INC | COM | 87427V103 | 11,013,433 | 4,788,449 | SH | SOLE | 4,296,459 | 0 | 491,990 | |||
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 77,965,489 | 1,983,350 | SH | SOLE | 1,909,499 | 0 | 73,851 | |||
| VARONIS SYS INC | COM | 922280102 | 15,786,064 | 329,082 | SH | SOLE | 298,813 | 0 | 30,269 | |||
| WIX COM LTD | SHS | M98068105 | 48,808,244 | 306,835 | SH | SOLE | 234,751 | 0 | 72,084 | |||