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 |
| AMAZON COM INC | COM | 023135106 | 438,291,000 | 2,268,000 | SH | SOLE | 2,268,000 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 11,203,719 | 173,728 | SH | SOLE | 173,728 | 0 | 0 | |||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 116,945,000 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 230,827,100 | 11,018,000 | SH | SOLE | 11,018,000 | 0 | 0 | |||
| EATON CORP PLC | SHS | G29183103 | 46,875,725 | 149,500 | SH | SOLE | 149,500 | 0 | 0 | |||
| HUBSPOT INC | COM | 443573100 | 238,275,160 | 404,000 | SH | SOLE | 404,000 | 0 | 0 | |||
| LAM RESEARCH CORP | COM | 512807108 | 250,239,750 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | |||
| LUCID GROUP INC | COM | 549498103 | 13,350,150 | 5,115,000 | SH | SOLE | 5,115,000 | 0 | 0 | |||
| MAPLEBEAR INC | COM | 565394103 | 9,000,389 | 280,037 | SH | SOLE | 280,037 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 717,505,060 | 1,423,000 | SH | SOLE | 1,423,000 | 0 | 0 | |||
| MICRON TECHNOLOGY INC | COM | 595112103 | 42,747,250 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 572,096,000 | 1,280,000 | SH | SOLE | 1,280,000 | 0 | 0 | |||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 473,179,010 | 36,709,000 | SH | SOLE | 36,709,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 561,489,300 | 4,545,000 | SH | SOLE | 4,545,000 | 0 | 0 | |||
| PALO ALTO NETWORKS INC | COM | 697435105 | 132,891,920 | 392,000 | SH | SOLE | 392,000 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 169,644,200 | 1,276,000 | SH | SOLE | 1,276,000 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 777,229,960 | 988,000 | SH | SOLE | 988,000 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 300,329,350 | 4,547,000 | SH | SOLE | 4,547,000 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 15,777,081 | 90,772 | SH | SOLE | 90,772 | 0 | 0 | |||