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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

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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
ALPHABET INC CAP STK CL A 02079K305   3,529,200 40,000 SH   SOLE   40,000 0 0
AMAZON COM INC COM 023135106   3,360,000 40,000 SH   SOLE   40,000 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   9,920,000 125,000 SH   SOLE   125,000 0 0
BILL COM HLDGS INC COM 090043100   21,792,000 200,000 SH   SOLE   200,000 0 0
HUBSPOT INC COM 443573100   3,469,560 12,000 SH   SOLE   12,000 0 0
LAM RESEARCH CORP COM 512807108   12,609,000 30,000 SH   SOLE   30,000 0 0
NVIDIA CORPORATION COM 67066G104   18,998,200 130,000 SH   SOLE   130,000 0 0
SERVICENOW INC COM 81762P102   4,797,852 12,357 SH   SOLE   12,357 0 0
SNOWFLAKE INC CL A 833445109   3,588,500 25,000 SH   SOLE   25,000 0 0