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
ALPHABET INC CAP STK CL A 02079K305 333,762 120,000 SH Call SOLE   0 0 120,000
AMPLITUDE INC COM CL A 03213A104 5,898 320,000 SH   SOLE   0 0 320,000
ASPEN AEROGELS INC COM 04523Y105 5,379 156,000 SH   SOLE   0 0 156,000
BILL COM HLDGS INC COM 090043100 7,597 33,500 SH   SOLE   0 0 33,500
CRITEO S A SPONS ADS 226718104 1,308 48,000 SH   SOLE   0 0 48,000
DIGITAL TURBINE INC COM NEW 25400W102 5,958 136,000 SH   SOLE   0 0 136,000
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 5,858 750,000 SH   SOLE   0 0 750,000
LATTICE SEMICONDUCTOR CORP COM 518415104 4,023 66,000 SH   SOLE   0 0 66,000
MARQETA INC CLASS A COM 57142B104 1,104 100,000 SH Call SOLE   0 0 100,000
MARQETA INC CLASS A COM 57142B104 7,286 660,000 SH   SOLE   0 0 660,000
MONGODB INC CL A 60937P106 5,944 13,400 SH   SOLE   0 0 13,400
NEW RELIC INC COM 64829B100 1,070 16,000 SH   SOLE   0 0 16,000
ON SEMICONDUCTOR CORP COM 682189105 3,131 50,000 SH   SOLE   0 0 50,000
PUBMATIC INC COM CL A 74467Q103 1,410 54,000 SH   SOLE   0 0 54,000
PURE STORAGE INC CL A 74624M102 4,025 114,000 SH   SOLE   0 0 114,000
SITIME CORP COM 82982T106 5,452 22,000 SH   SOLE   0 0 22,000
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 3,714 220,000 SH   SOLE   0 0 220,000