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 |
| ADAPTIMMUNE THERAPEUTICS PLC | SPONDS ADR | 00653A107 | 30,399,864 | 38,974,185 | SH | SOLE | 38,974,185 | 0 | 0 | |||
| ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | 63,070,616 | 11,572,590 | SH | SOLE | 11,572,590 | 0 | 0 | |||
| ALTAIR ENGR INC | COM CL A | 021369103 | 706,956,590 | 11,300,457 | SH | SOLE | 11,300,457 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 932,530,455 | 7,335,828 | SH | SOLE | 7,335,828 | 0 | 0 | |||
| APPLIED MATLS INC | COM | 038222105 | 976,446,315 | 7,052,700 | SH | SOLE | 7,052,700 | 0 | 0 | |||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 292,681,752 | 497,200 | SH | SOLE | 497,200 | 0 | 0 | |||
| AURA BIOSCIENCES INC | COM | 05153U107 | 48,104,944 | 5,362,870 | SH | SOLE | 5,362,870 | 0 | 0 | |||
| AUTODESK INC | COM | 052769106 | 85,660,740 | 414,000 | SH | SOLE | 414,000 | 0 | 0 | |||
| GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | 992,023,120 | 17,048,000 | SH | SOLE | 17,048,000 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 712,720,183 | 13,166,824 | SH | SOLE | 13,166,824 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 1,376,177,863 | 3,163,700 | SH | SOLE | 3,163,700 | 0 | 0 | |||
| PERIMETER SOLUTIONS SA | COMMON STOCK | L7579L106 | 33,879,750 | 7,462,500 | SH | SOLE | 7,462,500 | 0 | 0 | |||
| QUALCOMM INC | COM | 747525103 | 206,682,660 | 1,861,000 | SH | SOLE | 1,861,000 | 0 | 0 | |||
| SYNOPSYS INC | COM | 871607107 | 329,418,833 | 717,735 | SH | SOLE | 717,735 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 923,143,037 | 1,094,900 | SH | SOLE | 1,094,900 | 0 | 0 | |||
| VENTYX BIOSCIENCES INC | COM | 92332V107 | 3,122,227 | 89,900 | SH | SOLE | 89,900 | 0 | 0 | |||
| WORKDAY INC | CL A | 98138H101 | 340,761,339 | 1,586,043 | SH | SOLE | 1,586,043 | 0 | 0 | |||
| ZENTALIS PHARMACEUTICALS INC | COM | 98943L107 | 280,037,058 | 13,959,973 | SH | SOLE | 13,959,973 | 0 | 0 | |||
| ZSCALER INC | COM | 98980G102 | 2,863,634 | 18,405 | SH | SOLE | 18,405 | 0 | 0 | |||