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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 956 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 2,655 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 1,461 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
ANTERO RESOURCES CORP | COM | 03674X106 | 1,533 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ASANA INC | COM | 04342Y104 | 176 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 1,428 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 1,687 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
BILL COM HLDGS INC | COM | 090043100 | 660 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
CARGURUS INC | COM CL A | 141788109 | 430 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 4,404 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 2,191 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 1,453 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 571 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 2,396 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 944 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
DYNATRACE INC | COM NEW | 268150109 | 1,578 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 428 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 917 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
FIVE9 INC | COM | 338307101 | 1,094 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | 807 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 2,803 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 5,081 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 1,455 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 1,577 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 1,935 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
MONGODB INC | CL A | 60937P106 | 2,595 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | 1,818 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 1,808 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 2,555 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
RISKIFIED LTD | SHS CL A | M8216R109 | 2,042 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
ROBLOX CORP | CL A | 771049103 | 329 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
ROKU INC | COM CL A | 77543R102 | 411 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
SALESFORCE INC | COM | 79466L302 | 825 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 3,852 | 8,100 | SH | SOLE | 8,100 | 0 | 0 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 943 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 556 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 26,408 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
TECK RESOURCES LTD | CL B | 878742204 | 611 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
TENABLE HLDGS INC | COM | 88025T102 | 908 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 2,133 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
VICOR CORP | COM | 925815102 | 1,642 | 30,000 | SH | SOLE | 30,000 | 0 | 0 |