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
ADVANCED MICRO DEVICES INC COM 007903107   144,564,920 1,406,000 SH   SOLE   1,406,000 0 0
AMAZON COM INC COM 023135106   388,716,434 3,057,870 SH   SOLE   3,057,870 0 0
APPLIED MATLS INC COM 038222105   71,578,650 517,000 SH   SOLE   517,000 0 0
BLOCK INC CL A 852234103   40,298,730 910,500 SH   SOLE   910,500 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   159,324,000 680,000 SH   SOLE   680,000 0 0
COUPANG INC CL A 22266T109   96,114,906 5,653,818 SH   SOLE   5,653,818 0 0
DOORDASH INC CL A 25809K105   10,593,192 133,298 SH   SOLE   133,298 0 0
FRESHWORKS INC CLASS A COM 358054104   2,988,000 150,000 SH   SOLE   150,000 0 0
GLOBAL E ONLINE LTD SHS M5216V106   11,723,300 295,000 SH   SOLE   295,000 0 0
HUBSPOT INC COM 443573100   221,132,500 449,000 SH   SOLE   449,000 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   6,297,067 415,100 SH   SOLE   415,100 0 0
LAM RESEARCH CORP COM 512807108   147,290,950 235,000 SH   SOLE   235,000 0 0
MAPLEBEAR INC COM 565394103   8,314,299 280,037 SH   SOLE   280,037 0 0
META PLATFORMS INC CL A 30303M102   521,764,980 1,738,000 SH   SOLE   1,738,000 0 0
MICROSOFT CORP COM 594918104   423,736,500 1,342,000 SH   SOLE   1,342,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   225,060,525 31,042,831 SH   SOLE   31,042,831 0 0
NVIDIA CORPORATION COM 67066G104   157,901,370 363,000 SH   SOLE   363,000 0 0
PALO ALTO NETWORKS INC COM 697435105   91,900,480 392,000 SH   SOLE   392,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   12,044,761 122,818 SH   SOLE   122,818 0 0
SEA LTD SPONSORD ADS 81141R100   99,099,163 2,254,816 SH   SOLE   2,254,816 0 0
SERVICENOW INC COM 81762P102   552,252,480 988,000 SH   SOLE   988,000 0 0
SHOPIFY INC CL A 82509L107   322,126,710 5,903,000 SH   SOLE   5,903,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   7,888,087 90,772 SH   SOLE   90,772 0 0
TESLA INC COM 88160R101   72,563,800 290,000 SH   SOLE   290,000 0 0
TWILIO INC CL A 90138F102   50,809,893 868,100 SH   SOLE   868,100 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   820,000 50,000 SH   SOLE   50,000 0 0