The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 6,739 | 88,127 | SH | SOLE | 88,127 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 3,312 | 36,401 | SH | SOLE | 36,401 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 2,328 | 24,830 | SH | SOLE | 24,830 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 2,756 | 14,706 | SH | SOLE | 14,706 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 2,480 | 5,294 | SH | SOLE | 5,294 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 4,724 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 6,451 | 139,597 | SH | SOLE | 139,597 | 0 | 0 | ||
| FOX CORP | CL A COM | 35137L105 | 4,912 | 152,745 | SH | SOLE | 152,745 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 1,326 | 4,412 | SH | SOLE | 4,412 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 9,869 | 69,902 | SH | SOLE | 69,902 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 2,608 | 6,765 | SH | SOLE | 6,765 | 0 | 0 | ||
| ISHARES TR | EXPANDED TECH | 464287515 | 4,916 | 18,235 | SH | SOLE | 18,235 | 0 | 0 | ||
| JABIL INC | COM | 466313103 | 3,284 | 64,132 | SH | SOLE | 64,132 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 4,876 | 15,281 | SH | SOLE | 15,281 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 1,463 | 26,471 | SH | SOLE | 26,471 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,519 | 5,916 | SH | SOLE | 5,916 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 4,504 | 9,118 | SH | SOLE | 9,118 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 3,649 | 28,563 | SH | SOLE | 28,563 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 2,890 | 6,078 | SH | SOLE | 6,078 | 0 | 0 | ||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 2,781 | 88,376 | SH | SOLE | 88,376 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 1,189 | 26,177 | SH | SOLE | 26,177 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 7,335 | 37,255 | SH | SOLE | 37,255 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 1,138 | 25,392 | SH | SOLE | 25,392 | 0 | 0 | ||