The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 10,977 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 18,268 | 32,215 | SH | SOLE | 32,215 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 38,096 | 13,150 | SH | SOLE | 13,150 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 21,053 | 6,314 | SH | SOLE | 6,314 | 0 | 0 | ||
AMBARELLA INC | SHS | G037AX101 | 23,430 | 115,481 | SH | SOLE | 115,481 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 10,238 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 24,800 | 157,600 | SH | SOLE | 157,600 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 34,285 | 238,504 | SH | SOLE | 238,504 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 19,458 | 51,031 | SH | SOLE | 51,031 | 0 | 0 | ||
BOX INC | CL A | 10316T104 | 26,725 | 1,020,413 | SH | SOLE | 1,020,413 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 13,561 | 214,000 | SH | SOLE | 214,000 | 0 | 0 | ||
CONFLUENT INC | CLASS A COM | 20717M103 | 3,782 | 49,600 | SH | SOLE | 49,600 | 0 | 0 | ||
COUPA SOFTWARE INC | COM | 22266L106 | 6,796 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 10,238 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 26,129 | 146,700 | SH | SOLE | 146,700 | 0 | 0 | ||
DOCUSIGN INC | COM | 256163106 | 6,778 | 44,500 | SH | SOLE | 44,500 | 0 | 0 | ||
DOOARDASH INC | CL A | 25809K105 | 6,701 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
DYNATRACE INC | COM NEW | 268150109 | 20,312 | 336,568 | SH | SOLE | 336,568 | 0 | 0 | ||
ELASTIC N V | ORD SHS | N14506104 | 4,924 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
F5 NETWORKS INC | COM | 315616102 | 37,473 | 153,132 | SH | SOLE | 153,132 | 0 | 0 | ||
FORTINET INC | COM | 34959E109 | 13,478 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
HUBSPOT INC | COM | 443573100 | 14,106 | 21,400 | SH | SOLE | 21,400 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 13,689 | 265,800 | SH | SOLE | 265,800 | 0 | 0 | ||
INTUIT | COM | 461202103 | 6,754 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
JUNIPER NETWORKS INC | COM | 48203R104 | 12,454 | 348,749 | SH | SOLE | 348,749 | 0 | 0 | ||
KLA CORP | COM NEW | 482480100 | 14,753 | 34,300 | SH | SOLE | 34,300 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 7,235 | 68,400 | SH | SOLE | 68,400 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 61,928 | 707,825 | SH | SOLE | 707,825 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 16,705 | 49,666 | SH | SOLE | 49,666 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 44,159 | 131,300 | SH | SOLE | 131,300 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 38,942 | 64,640 | SH | SOLE | 64,640 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 17,032 | 57,912 | SH | SOLE | 57,912 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596x109 | 6,600 | 28,976 | SH | SOLE | 28,976 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 25,238 | 45,330 | SH | SOLE | 45,330 | 0 | 0 | ||
PAYCOM SOFTWARE INC | COM | 70432V102 | 14,739 | 35,500 | SH | SOLE | 35,500 | 0 | 0 | ||
PURE STORAGE INC | CL A | 74624M102 | 15,728 | 483,200 | SH | SOLE | 483,200 | 0 | 0 | ||
ROBLOX CORP | CL A | 771049103 | 21,168 | 205,200 | SH | SOLE | 205,200 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 26,074 | 102,600 | SH | SOLE | 102,600 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 20,462 | 52,600 | SH | SOLE | 52,600 | 0 | 0 | ||
SENTINELONE INC | CL A | 81730H109 | 15,950 | 315,900 | SH | SOLE | 315,900 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 16,228 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 11,636 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 6,819 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 18,970 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 13,504 | 57,700 | SH | SOLE | 57,700 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 47,895 | 412,963 | SH | SOLE | 412,963 | 0 | 0 | ||
TENABLE HLDGS INC | COM | 88025T102 | 33,563 | 609,469 | SH | SOLE | 609,469 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 14,500 | 55,063 | SH | SOLE | 55,063 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 29,156 | 695,347 | SH | SOLE | 695,347 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 6,755 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 19,942 | 73,000 | SH | SOLE | 73,000 | 0 | 0 | ||
ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 6,897 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
ZSCALER INC | COM | 98980G102 | 30,510 | 94,950 | SH | SOLE | 94,950 | 0 | 0 |