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 | 41,127,390 | 279,000 | SH | SOLE | 279,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 19,220,410 | 126,500 | SH | SOLE | 126,500 | 0 | 0 | |||
| AUTODESK INC | COM | 052769106 | 4,382,640 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | |||
| BILL HOLDINGS INC | COM | 090043100 | 10,884,106 | 133,400 | SH | SOLE | 133,400 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 18,760,814 | 16,807 | SH | SOLE | 16,807 | 0 | 0 | |||
| CAMTEK LTD | ORD | M20791105 | 7,042,070 | 101,500 | SH | SOLE | 101,500 | 0 | 0 | |||
| CELLEBRITE DI LTD | *W EXP 08/30/202 | M2197Q115 | 2,483,456 | 1,672,361 | SH | SOLE | 1,672,361 | 0 | 0 | |||
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | 6,841,106 | 789,966 | SH | SOLE | 789,966 | 0 | 0 | |||
| GITLAB INC | CLASS A COM | 37637K108 | 15,060,032 | 239,200 | SH | SOLE | 239,200 | 0 | 0 | |||
| INDIE SEMICONDUCTOR INC | CLASS A COM | 45569U101 | 14,100,565 | 1,738,664 | SH | SOLE | 1,738,664 | 0 | 0 | |||
| JFROG LTD | ORD SHS | M6191J100 | 24,248,216 | 700,613 | SH | SOLE | 700,613 | 0 | 0 | |||
| LI AUTO INC | SPONSORED ADS | 50202M102 | 4,405,212 | 117,692 | SH | SOLE | 117,692 | 0 | 0 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 12,886,628 | 8,200 | SH | SOLE | 8,200 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 17,521,020 | 49,500 | SH | SOLE | 49,500 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 17,672,752 | 46,997 | SH | SOLE | 46,997 | 0 | 0 | |||
| NERDY INC | CL A COM | 64081V109 | 1,434,004 | 418,077 | SH | SOLE | 418,077 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 49,026,780 | 99,000 | SH | SOLE | 99,000 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 12,728,970 | 87,000 | SH | SOLE | 87,000 | 0 | 0 | |||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 11,144,420 | 161,000 | SH | SOLE | 161,000 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 18,916,608 | 71,888 | SH | SOLE | 71,888 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 24,034,400 | 231,100 | SH | SOLE | 231,100 | 0 | 0 | |||