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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101   100,949,493 169,208 SH   SOLE   169,208 0 0
ADOBE INC COM 00724F101   3,130,360 5,247 SH   SOLE 1 5,247 0 0
AMAZON COM INC COM 023135106   212,412,120 1,398,000 SH   SOLE   1,398,000 0 0
AMAZON COM INC COM 023135106   6,953,838 45,767 SH   SOLE 1 45,767 0 0
APPLOVIN CORP COM CL A 03831W108   1,728,095 43,365 SH   SOLE 1 43,365 0 0
APPLOVIN CORP COM CL A 03831W108   55,685,872 1,397,387 SH   SOLE   1,397,387 0 0
BILL HOLDINGS INC COM 090043100   2,268,202 27,800 SH   SOLE 1 27,800 0 0
BILL HOLDINGS INC COM 090043100   72,859,870 893,000 SH   SOLE   893,000 0 0
BROADCOM INC COM 11135F101   5,282,095 4,732 SH   SOLE 1 4,732 0 0
BROADCOM INC COM 11135F101   170,105,338 152,390 SH   SOLE   152,390 0 0
COGNEX CORP COM 192422103   16,858,494 403,893 SH   SOLE   403,893 0 0
COGNEX CORP COM 192422103   522,418 12,516 SH   SOLE 1 12,516 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   71,578,749 326,769 SH   SOLE   326,769 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   2,216,567 10,119 SH   SOLE 1 10,119 0 0
GLOBAL E ONLINE LTD SHS M5216V106   2,635,474 66,502 SH   SOLE 1 66,502 0 0
GLOBAL E ONLINE LTD SHS M5216V106   85,116,205 2,147,772 SH   SOLE   2,147,772 0 0
HASHICORP INC COM CL A 418100103   31,220,852 1,320,679 SH   SOLE   1,320,679 0 0
HASHICORP INC COM CL A 418100103   968,365 40,963 SH   SOLE 1 40,963 0 0
INTUIT COM 461202103   3,342,660 5,348 SH   SOLE 1 5,348 0 0
INTUIT COM 461202103   107,772,048 172,427 SH   SOLE   172,427 0 0
MARVELL TECHNOLOGY INC COM 573874104   3,377,842 56,008 SH   SOLE 1 56,008 0 0
MARVELL TECHNOLOGY INC COM 573874104   108,949,473 1,806,491 SH   SOLE   1,806,491 0 0
META PLATFORMS INC CL A 30303M102   6,365,971 17,985 SH   SOLE 1 17,985 0 0
META PLATFORMS INC CL A 30303M102   204,529,415 577,832 SH   SOLE   577,832 0 0
MICROSOFT CORP COM 594918104   268,918,237 715,132 SH   SOLE   715,132 0 0
MICROSOFT CORP COM 594918104   8,415,023 22,378 SH   SOLE 1 22,378 0 0
MONGODB INC CL A 60937P106   2,791,219 6,827 SH   SOLE 1 6,827 0 0
MONGODB INC CL A 60937P106   90,036,129 220,218 SH   SOLE   220,218 0 0
NETFLIX INC COM 64110L106   7,108,448 14,600 SH   SOLE 1 14,600 0 0
NETFLIX INC COM 64110L106   250,061,568 513,600 SH   SOLE   513,600 0 0
NEWS CORP NEW CL A 65249B109   130,353,994 5,309,735 SH   SOLE   5,309,735 0 0
ORACLE CORP COM 68389X105   340,749,760 3,232,000 SH   SOLE   3,232,000 0 0
ORACLE CORP COM 68389X105   11,275,739 106,950 SH   SOLE 1 106,950 0 0
PINTEREST INC CL A 72352L106   250,096,451 6,752,064 SH   SOLE   6,752,064 0 0
PINTEREST INC CL A 72352L106   7,820,477 211,136 SH   SOLE 1 211,136 0 0
SEMTECH CORP COM 816850101   1,606,638 73,329 SH   SOLE 1 73,329 0 0
SEMTECH CORP COM 816850101   45,541,513 2,078,572 SH   SOLE   2,078,572 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   6,010,489 31,986 SH   SOLE 1 31,986 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   192,231,930 1,023,000 SH   SOLE   1,023,000 0 0
TRIMBLE INC COM 896239100   8,555,464 160,817 SH   SOLE 1 160,817 0 0
TRIMBLE INC COM 896239100   273,660,800 5,144,000 SH   SOLE   5,144,000 0 0
UNITY SOFTWARE INC COM 91332U101   8,598,717 210,289 SH   SOLE 1 210,289 0 0
UNITY SOFTWARE INC COM 91332U101   245,789,790 6,011,000 SH   SOLE   6,011,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   247,409,360 4,276,000 SH   SOLE   4,276,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   7,753,240 134,000 SH   SOLE 1 134,000 0 0