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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 3,719 | 55,900 | SH | SOLE | 55,900 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 8,459 | 2,920 | SH | SOLE | 2,920 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 7,031 | 2,430 | SH | SOLE | 2,430 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 17,972 | 5,390 | SH | SOLE | 5,390 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 20,992 | 118,220 | SH | SOLE | 118,220 | 0 | 0 | ||
| CATALENT INC | COM | 148806102 | 7,042 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 2,643 | 86,100 | SH | SOLE | 86,100 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 20,680 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 6,970 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 5,407 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 7,054 | 18,020 | SH | SOLE | 18,020 | 0 | 0 | ||
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 7,830 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 19,530 | 209,660 | SH | SOLE | 209,660 | 0 | 0 | ||
| MYT NETHERLANDS PARENT B V | ADS | 55406W103 | 1,909 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 3,959 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 20,588 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 20,338 | 36,530 | SH | SOLE | 36,530 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 11,371 | 60,300 | SH | SOLE | 60,300 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 5,089 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| SAILPOINT TECHNOLOGIES HLDGS | COM | 78781P105 | 2,417 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 20,317 | 31,300 | SH | SOLE | 31,300 | 0 | 0 | ||
| SILICON LABORATORIES INC | COM | 826919102 | 6,213 | 30,100 | SH | SOLE | 30,100 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 6,206 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 13,550 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 14,575 | 125,950 | SH | SOLE | 125,950 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 7,900 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 12,774 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 3,563 | 220,900 | SH | SOLE | 220,900 | 0 | 0 | ||