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   23,144,782 225,100 SH   SOLE   225,100 0 0
ALPHABET INC CAP STK CL A 02079K305   18,337,804 140,133 SH   SOLE   140,133 0 0
AMAZON COM INC COM 023135106   15,172,408 119,355 SH   SOLE   119,355 0 0
AMPLITUDE INC COM CL A 03213A104   9,287,112 802,689 SH   SOLE   802,689 0 0
AUTODESK INC COM 052769106   7,776,919 37,586 SH   SOLE   37,586 0 0
BRIDGETOWN HOLDINGS LTD *W EXP 09/30/202 G1355U121   194,482 572,005 SH   SOLE   572,005 0 0
BROADCOM INC COM 11135F101   17,305,134 20,835 SH   SOLE   20,835 0 0
CELLEBRITE DI LTD *W EXP 08/30/202 M2197Q115   2,166,667 1,666,667 SH   SOLE   1,666,667 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   15,742,162 2,057,799 SH   SOLE   2,057,799 0 0
GITLAB INC CLASS A COM 37637K108   36,978,248 817,741 SH   SOLE   817,741 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   11,950,520 1,896,908 SH   SOLE   1,896,908 0 0
JFROG LTD ORD SHS M6191J100   15,848,402 624,937 SH   SOLE   624,937 0 0
META PLATFORMS INC CL A 30303M102   21,008,095 69,978 SH   SOLE   69,978 0 0
MICROSOFT CORP COM 594918104   20,186,845 63,933 SH   SOLE   63,933 0 0
NERDY INC CL A COM 64081V109   11,932,297 3,224,945 SH   SOLE   3,224,945 0 0
NETFLIX INC COM 64110L106   5,669,664 15,015 SH   SOLE   15,015 0 0
NVIDIA CORPORATION COM 67066G104   47,196,415 108,500 SH   SOLE   108,500 0 0
OKTA INC CL A 679295105   9,115,263 111,830 SH   SOLE   111,830 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   3,749,706 38,235 SH   SOLE   38,235 0 0
SALESFORCE INC COM 79466L302   11,265,443 55,555 SH   SOLE   55,555 0 0
SYNOPSYS INC COM 871607107   11,492,609 25,040 SH   SOLE   25,040 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,469,622 97,464 SH   SOLE   97,464 0 0
TESLA INC COM 88160R101   15,793,886 63,120 SH   SOLE   63,120 0 0