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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACTIVISION BLIZZARD INCCOM00507V10941,906450,600SH SOLE 450,60000
ADOBE SYSTEMS INCORPORATEDCOM00724F10121,06644,316SH SOLE 44,31600
ALPHABET INCCAP STK CL A02079K30541,25020,000SH SOLE 20,00000
AMAZON COM INCCOM02313510624,9238,055SH SOLE 8,05500
AMBARELLA INCSHSG037AX10111,655116,100SH SOLE 116,10000
AMERICAN TOWER CORP NEWCOM03027X10015,09563,142SH SOLE 63,14200
APPLIED MATLS INCCOM03822210516,152120,900SH SOLE 120,90000
ARISTA NETWORKS INCCOM04041310618,42261,023SH SOLE 61,02300
ATLASSIAN CORP PLCCL AG0624210417,28282,000SH SOLE 82,00000
BOX INCCL A10316T1047,318318,713SH SOLE 318,71300
CIRRUS LOGIC INCCOM17275510022,919270,300SH SOLE 270,30000
CISCO SYS INCCOM17275R1027,757150,000SH SOLE 150,00000
CROWDSTRIKE HLDGS INCCL A22788C10529,129159,600SH SOLE 159,60000
DYNATRACE INCCOM NEW26815010926,059540,200SH SOLE 540,20000
F5 NETWORKS INCCOM31561610234,944167,500SH SOLE 167,50000
FACEBOOK INCCL A30303M10234,548117,300SH SOLE 117,30000
FIDELITY NATL INFORMATION SVCOM31620M10631,679225,300SH SOLE 225,30000
JD.COM INCSPON ADR CL A47215P10617,510207,637SH SOLE 207,63700
LYFT INCCL A COM55087P10460,015949,900SH SOLE 949,90000
MARVELL TECHNOLOGY GROUP LTDORDG5876H10526,226535,452SH SOLE 535,45200
MICRON TECHNOLOGY INCCOM59511210319,247218,200SH SOLE 218,20000
MICROSOFT CORPCOM59491810437,629159,600SH SOLE 159,60000
NETFLIX INCCOM64110L10618,54535,550SH SOLE 35,55000
NVIDIA CORPORATIONCOM67066G10421,94541,100SH SOLE 41,10000
NXP SEMICONDUCTORS N VCOMN6596X10922,178110,150SH SOLE 110,15000
OKTA INCCL A67929510511,02250,000SH SOLE 50,00000
PALO ALTO NETWORKS INCCOM69743510596,618300,000SH SOLE 300,00000
PELOTON INTERACTIVE INCCL A COM70614W10033,549298,374SH SOLE 298,37400
PINTEREST INCCL A72352L10626,636359,800SH SOLE 359,80000
QORVO INCCOM74736K10118,919103,551SH SOLE 103,55100
RINGCENTRAL INCCL A76680R20623,33178,325SH SOLE 78,32500
ROBLOX CORPCL A77104910317,595271,400SH SOLE 271,40000
SALESFORCE COM INCCOM79466L30216,10276,000SH SOLE 76,00000
SBA COMMUNICATIONS CORP NEWCL A78410G10417,26462,200SH SOLE 62,20000
SERVICENOW INCCOM81762P10238,85977,700SH SOLE 77,70000
SKYWORKS SOLUTIONS INCCOM83088M10255,044300,000SH SOLE 300,00000
SNOWFLAKE INCCL A83344510920,97991,500SH SOLE 91,50000
T-MOBILE US INCCOM87259010464,018510,958SH SOLE 510,95800
TRIPADVISOR INCCOM8969452015,33199,100SH SOLE 99,10000
TWILIO INCCL A90138F10252,409153,800SH SOLE 153,80000
TWITTER INCCOM90184L10240,895642,700SH SOLE 642,70000
UBER TECHNOLOGIES INCCOM90353T10055,6691,021,256SH SOLE 1,021,25600
DISNEY WALT COCOM25468710635,908194,600SH SOLE 194,60000
WORKDAY INCCL A98138H10137,144149,516SH SOLE 149,51600
ZILLOW GROUP INCCL A98954M1017,50257,100SH SOLE 57,10000
ZSCALER INCCOM98980G10226,300153,200SH SOLE 153,20000