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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 79,927 | 1,045,202 | SH | SOLE | 1,045,202 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 54,250 | 31,018 | SH | SOLE | 31,018 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 30,005 | 656,570 | SH | SOLE | 656,570 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 67,036 | 703,868 | SH | SOLE | 703,868 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 16,393 | 242,255 | SH | SOLE | 242,255 | 0 | 0 | ||
| ERICSSON | ADR B SEK 10 | 294821608 | 37,043 | 5,005,874 | SH | SOLE | 5,005,874 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 35,372 | 373,006 | SH | SOLE | 373,006 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 27,006 | 296,307 | SH | SOLE | 296,307 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 32,406 | 2,440,238 | SH | SOLE | 2,440,238 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 30,710 | 705,483 | SH | SOLE | 705,483 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 47,585 | 860,800 | SH | Call | SOLE | 860,800 | 0 | 0 | |
| MONOLITHIC PWR SYS INC | COM | 609839105 | 61,216 | 159,401 | SH | SOLE | 159,401 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 41,858 | 239,367 | SH | SOLE | 239,367 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 217 | 2,801 | SH | SOLE | 2,801 | 0 | 0 | ||
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 688 | 9,273 | SH | SOLE | 9,273 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 25,041 | 5,431,958 | SH | SOLE | 5,431,958 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 23,494 | 259,888 | SH | SOLE | 259,888 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 82,745 | 167,520 | SH | SOLE | 167,520 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 31,629 | 305,662 | SH | SOLE | 305,662 | 0 | 0 | ||
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 21,308 | 1,021,397 | SH | SOLE | 1,021,397 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 30,780 | 374,723 | SH | SOLE | 374,723 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 44,889 | 322,806 | SH | SOLE | 322,806 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 7,641 | 93,475 | SH | SOLE | 93,475 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 22,076 | 180,162 | SH | SOLE | 180,162 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 55,775 | 82,823 | SH | SOLE | 82,823 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 48,850 | 1,779,605 | SH | SOLE | 1,779,605 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 27,598 | 1,348,843 | SH | SOLE | 1,348,843 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 34,901 | 687,689 | SH | SOLE | 687,689 | 0 | 0 | ||
| VONTIER CORPORATION | COM | 928881101 | 297 | 12,920 | SH | SOLE | 12,920 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 50,968 | 472,054 | SH | SOLE | 472,054 | 0 | 0 | ||
| ZUORA INC | COM CL A | 98983V106 | 1,281 | 143,137 | SH | SOLE | 143,137 | 0 | 0 | ||