ADVANCED MICRO DEVICES INC COM 007903107 40627572 251113 SH SOLE 223825 27288 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 18766650 105000 SH SOLE 105000 0 0 ALPHABET INC CAP STK CL A 02079K305 29779750 122500 SH SOLE 122500 0 0 AMAZON COM INC COM 023135106 10985746 50033 SH SOLE 50033 0 0 ANALOG DEVICES INC COM 032654105 1662898 6768 SH SOLE 1658 5110 0 APPFOLIO INC COM CL A 03783C100 5513200 20000 SH SOLE 20000 0 0 APPLE INC COM 037833100 2716138 10667 SH SOLE 2604 8063 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 17895144 18485 SH SOLE 13772 4713 0 BILL HOLDINGS INC COM 090043100 50983625 962500 SH SOLE 962500 0 0 BROADCOM INC COM 11135F101 32761713 99305 SH SOLE 89646 9659 0 CADENCE DESIGN SYSTEM INC COM 127387108 847239 2412 SH SOLE 594 1818 0 CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 6629200 357755 SH SOLE 357755 0 0 CHIME FINL INC COM SHS CL A 16935C109 30087125 1491677 SH SOLE 1491677 0 0 CONFLUENT INC CLASS A COM 20717M103 25119072 1268640 SH SOLE 1268640 0 0 CONSTELLATION ENERGY CORP COM 21037T109 15787133 47975 SH SOLE 40420 7555 0 DATADOG INC CL A COM 23804L103 29476800 207000 SH SOLE 207000 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 9464356 244557 SH SOLE 189781 54776 0 GITLAB INC CLASS A COM 37637K108 38318000 850000 SH SOLE 850000 0 0 JFROG LTD ORD SHS M6191J100 27416612 579265 SH SOLE 579265 0 0 MONDAY COM LTD SHS M7S64H106 3843391 19843 SH SOLE 19843 0 0 MONGODB INC CL A 60937P106 21261030 68500 SH SOLE 68500 0 0 NVIDIA CORPORATION COM 67066G104 51622022 276675 SH SOLE 252739 23936 0 NXP SEMICONDUCTORS N V COM N6596X109 5734014 25179 SH SOLE 6172 19007 0 SEA LTD SPONSORD ADS 81141R100 12386525 69303 SH SOLE 69303 0 0 SNOWFLAKE INC COM SHS 833445109 22329450 99000 SH SOLE 99000 0 0 SYNOPSYS INC COM 871607107 1726865 3500 SH SOLE 858 2642 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 80741343 289095 SH SOLE 254308 34787 0