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

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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 114,734 1,115,000 SH   SOLE NONE 1,115,000 0 0
ALPHABET INC CAP STK CL C 02079K107 800 300 SH   SOLE NONE 300 0 0
DATADOG INC CL A COM 23804L103 31,662 224,000 SH   SOLE NONE 224,000 0 0
DIREXION SHS ETF TR DLY SEMICNDTR BR 25460G690 1,770 250,000 SH   SOLE NONE 250,000 0 0
ELASTIC N V ORD SHS N14506104 1,043 7,000 SH   SOLE NONE 7,000 0 0
FACEBOOK INC CL A 30303M102 679 2,000 SH   SOLE NONE 2,000 0 0
FIVE9 INC COM 338307101 1,118 7,000 SH   SOLE NONE 7,000 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 36 1,000 SH   SOLE NONE 1,000 0 0
MICROSOFT CORP COM 594918104 140,678 499,000 SH   SOLE NONE 499,000 0 0
MONGODB INC CL A 60937P106 33,006 70,000 SH   SOLE NONE 70,000 0 0
NVIDIA CORPORATION COM 67066G104 116,631 563,000 SH   SOLE NONE 563,000 0 0
REMITLY GLOBAL INC COM 75960P104 1,101 30,000 SH   SOLE NONE 30,000 0 0
SALESFORCE COM INC COM 79466L302 124,490 459,000 SH   SOLE NONE 459,000 0 0
SEA LTD SPONSORD ADS 81141R100 63,109 198,000 SH   SOLE NONE 198,000 0 0
SNOWFLAKE INC CL A 833445109 67,896 224,500 SH   SOLE NONE 224,500 0 0
TESLA INC COM 88160R101 151,994 196,000 SH   SOLE NONE 196,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 1,224 20,000 SH   SOLE NONE 20,000 0 0