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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 207,258,460 | 1,406,000 | SH | SOLE | 1,406,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 344,599,920 | 2,268,000 | SH | SOLE | 2,268,000 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 70,427,175 | 910,500 | SH | SOLE | 910,500 | 0 | 0 | |||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 185,211,600 | 680,000 | SH | SOLE | 680,000 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 140,092,070 | 8,653,000 | SH | SOLE | 8,653,000 | 0 | 0 | |||
| FRESHWORKS INC | CLASS A COM | 358054104 | 3,523,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| GLOBAL E ONLINE LTD | SHS | M5216V106 | 11,820,519 | 298,272 | SH | SOLE | 298,272 | 0 | 0 | |||
| HUBSPOT INC | COM | 443573100 | 280,981,360 | 484,000 | SH | SOLE | 484,000 | 0 | 0 | |||
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 6,894,811 | 415,100 | SH | SOLE | 415,100 | 0 | 0 | |||
| LAM RESEARCH CORP | COM | 512807108 | 184,066,100 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | |||
| MAPLEBEAR INC | COM | 565394103 | 6,572,468 | 280,037 | SH | SOLE | 280,037 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 615,182,480 | 1,738,000 | SH | SOLE | 1,738,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 564,060,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 279,055,000 | 33,500,000 | SH | SOLE | 33,500,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 179,764,860 | 363,000 | SH | SOLE | 363,000 | 0 | 0 | |||
| PALO ALTO NETWORKS INC | COM | 697435105 | 115,592,960 | 392,000 | SH | SOLE | 392,000 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 186,691,560 | 1,276,000 | SH | SOLE | 1,276,000 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 698,012,120 | 988,000 | SH | SOLE | 988,000 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 387,708,300 | 4,977,000 | SH | SOLE | 4,977,000 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 9,440,288 | 90,772 | SH | SOLE | 90,772 | 0 | 0 | |||
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 924,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||