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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ADOBE INC COM 00724F101 BBG001S5NCQ5 41,832,000 87,500 SH   SOLE   87,500 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 BBG001SD2SB2 1,493,662 41,851 SH   SOLE   41,851 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 22,024,686 163,400 SH   SOLE   163,400 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 1,469,700 15,000 SH   SOLE   15,000 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 427,670,281 2,499,388 SH   SOLE   2,499,388 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 371,515,077 2,151,341 SH   SOLE   2,151,341 0 0
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 119,564,150 309,399 SH   SOLE   309,399 0 0
ASTERA LABS INC COM 04626A103 BBG00TDKHWK6 575,312 8,200 SH   SOLE   8,200 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 567,600 2,000 SH   SOLE   2,000 0 0
BILL HOLDINGS INC COM 090043100 BBG00QVJV7L3 4,696,404 80,473 SH   SOLE   80,473 0 0
BLOCK INC CL A 852234103 BBG001TFLWL5 2,531,200 35,000 SH   SOLE   35,000 0 0
BOEING CO COM 097023105 BBG001S5P0V3 35,983,710 241,000 SH   SOLE   241,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 BBG001SB85K0 433,025 2,500 SH   SOLE   2,500 0 0
CHEWY INC CL A 16679L109 BBG00P19DLQ4 2,292,450 85,000 SH   SOLE   85,000 0 0
CIENA CORP COM NEW 171779309 BBG001S61J73 228,636 3,600 SH   SOLE   3,600 0 0
CLOUDFLARE INC CL A COM 18915M107 BBG001WMKHJ3 5,788,860 66,000 SH   SOLE   66,000 0 0
CONFLUENT INC CLASS A COM 20717M103 BBG007HWGYS3 1,308,500 50,000 SH   SOLE   50,000 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 BBG00T68J2H9 403,390 10,700 SH   SOLE   10,700 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 4,126,976 32,900 SH   SOLE   32,900 0 0
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 1,287,120 8,000 SH   SOLE   8,000 0 0
DLOCAL LTD CLASS A COM G29018101 BBG00XGCHFW6 153,396 17,531 SH   SOLE   17,531 0 0
DOCUSIGN INC COM 256163106 BBG001T535D5 256,706 3,700 SH   SOLE   3,700 0 0
DYNATRACE INC COM NEW 268150109 BBG00PNN7CW9 1,076,000 20,000 SH   SOLE   20,000 0 0
E L F BEAUTY INC COM 26856L103 BBG00DQ6VYQ2 3,683,750 35,000 SH   SOLE   35,000 0 0
ELASTIC N V ORD SHS N14506104 BBG00LWZDZ26 1,123,220 14,000 SH   SOLE   14,000 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001V28NC6 8,542,408 102,871 SH   SOLE   102,871 0 0
ETSY INC COM 29786A106 BBG001T53625 1,028,800 20,000 SH   SOLE   20,000 0 0
FIRST SOLAR INC COM 336433107 BBG001S991Z7 1,944,800 10,000 SH   SOLE   10,000 0 0
FIVE9 INC COM 338307101 BBG001V0P7K7 503,221 17,041 SH   SOLE   17,041 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 BBG00MYXW5H6 53,762,060 565,976 SH   SOLE   565,976 0 0
HUBSPOT INC COM 443573100 BBG001T53670 1,109,580 2,000 SH   SOLE   2,000 0 0
INTEL CORP COM 458140100 BBG001S5SF65 538,000 25,000 SH   SOLE   25,000 0 0
INTUIT COM 461202103 BBG001S6TWR2 21,360,500 35,000 SH   SOLE   35,000 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 BBG01163M6H7 2,910,000 200,000 SH   SOLE   200,000 0 0
KE HLDGS INC SPONSORED ADS 482497104 BBG00W9L9N03 2,372,826 108,200 SH   SOLE   108,200 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 5,363,532 77,800 SH   SOLE   77,800 0 0
LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RS8 760,053 11,900 SH   SOLE   11,900 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 192,937,469 339,930 SH   SOLE   339,930 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102 BBG00XKM5867 1,394,400 70,000 SH   SOLE   70,000 0 0
MONDAY COM LTD SHS M7S64H106 BBG00GF8K4X3 1,910,155 6,500 SH   SOLE   6,500 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 116,470,958 154,056 SH   SOLE   154,056 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 380,571,675 2,866,614 SH   SOLE   2,866,614 0 0
OKTA INC CL A 679295105 BBG001YV1SN3 1,078,350 15,000 SH   SOLE   15,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 665,099,312 5,515,377 SH   SOLE   5,515,377 0 0
PFIZER INC COM 717081103 BBG001S5V466 3,679,000 130,000 SH   SOLE   130,000 0 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 5,682,222 23,400 SH   SOLE   23,400 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 3,993,300 170,000 SH   SOLE   170,000 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 5,536,030 19,000 SH   SOLE   19,000 0 0
SENTINELONE INC CL A 81730H109 BBG00B6F2F27 670,540 26,000 SH   SOLE   26,000 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 16,700,521 17,900 SH   SOLE   17,900 0 0
SNAP INC CL A 83304A106 BBG00441QMK5 3,648,000 300,000 SH   SOLE   300,000 0 0
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 38,246,542 333,100 SH   SOLE   333,100 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 17,329,500 45,000 SH   SOLE   45,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 22,791,252 119,614 SH   SOLE   119,614 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 163,773,677 655,488 SH   SOLE   655,488 0 0
TWILIO INC CL A 90138F102 BBG0029ZX859 4,508,335 55,900 SH   SOLE   55,900 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 4,683,250 65,000 SH   SOLE   65,000 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 19,421,190 93,000 SH   SOLE   93,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 BBG00S1HJ4F4 884,000 80,000 SH   SOLE   80,000 0 0