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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107 5,636 60,000 SH   SOLE   60,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,370 32,500 SH   SOLE   32,500 0 0
ALPHABET INC CAP STK CL A 02079K305 9,767 4,000 SH   SOLE   4,000 0 0
ANALOG DEVICES INC COM 032654105 14,203 82,500 SH   SOLE   82,500 0 0
APPLIED MATLS INC COM 038222105 7,832 55,000 SH   SOLE   55,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,382 2,000 SH   SOLE   2,000 0 0
BAIDU INC SPON ADR REP A 056752108 3,262 16,000 SH   SOLE   16,000 0 0
BENTLEY SYS INC COM CL B 08265T208 6,154 95,000 SH   SOLE   95,000 0 0
BOOKING HOLDINGS INC COM 09857L108 3,939 1,800 SH   SOLE   1,800 0 0
CISCO SYS INC COM 17275R102 4,770 90,000 SH   SOLE   90,000 0 0
CITRIX SYS INC COM 177376100 5,277 45,000 SH   SOLE   45,000 0 0
DIDI GLOBAL INC SPONSORED ADS 23292E108 424 30,000 SH   SOLE   30,000 0 0
DOCUSIGN INC COM 256163106 2,796 10,000 SH   SOLE   10,000 0 0
ELASTIC N V ORD SHS N14506104 7,288 50,000 SH   SOLE   50,000 0 0
FACEBOOK INC CL A 30303M102 11,127 32,000 SH   SOLE   32,000 0 0
FISERV INC COM 337738108 4,276 40,000 SH   SOLE   40,000 0 0
HUBSPOT INC COM 443573100 11,946 20,500 SH   SOLE   20,500 0 0
INTUIT COM 461202103 12,254 25,000 SH   SOLE   25,000 0 0
JD.COM INC SPON ADR CL A 47215P106 4,789 60,000 SH   SOLE   60,000 0 0
JUNIPER NETWORKS INC COM 48203R104 5,470 200,000 SH   SOLE   200,000 0 0
KLA CORP COM NEW 482480100 7,133 22,000 SH   SOLE   22,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 8,166 140,000 SH   SOLE   140,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,397 23,000 SH   SOLE   23,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 5,990 40,000 SH   SOLE   40,000 0 0
MICRON TECHNOLOGY INC COM 595112103 4,249 50,000 SH   SOLE   50,000 0 0
MICROSOFT CORP COM 594918104 9,482 35,000 SH   SOLE   35,000 0 0
MONGODB INC CL A 60937P106 8,315 23,000 SH   SOLE   23,000 0 0
NOKIA CORP SPONSORED ADR 654902204 4,522 850,000 SH   SOLE   850,000 0 0
ORACLE CORP COM 68389X105 3,892 50,000 SH   SOLE   50,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 13,267 36,500 SH   SOLE   36,500 0 0
PAYPAL HLDGS INC COM 70450Y103 6,996 24,000 SH   SOLE   24,000 0 0
PINTEREST INC CL A 72352L106 3,869 49,000 SH   SOLE   49,000 0 0
QORVO INC COM 74736K101 7,043 36,000 SH   SOLE   36,000 0 0
QUALCOMM INC COM 747525103 8,576 60,000 SH   SOLE   60,000 0 0
SALESFORCE COM INC COM 79466L302 13,435 55,000 SH   SOLE   55,000 0 0
SEA LTD SPONSORD ADS 81141R100 6,590 24,000 SH   SOLE   24,000 0 0
SENTINELONE INC CL A 81730H109 850 20,000 SH   SOLE   20,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 11,329 64,000 SH   SOLE   64,000 0 0
TWILIO INC CL A 90138F102 12,219 31,000 SH   SOLE   31,000 0 0
VARONIS SYS INC COM 922280102 14,549 252,500 SH   SOLE   252,500 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 5,321 265,000 SH   SOLE   265,000 0 0
WAYFAIR INC CL A 94419L101 3,631 11,500 SH   SOLE   11,500 0 0
WESTERN DIGITAL CORP. COM 958102105 4,263 59,900 SH   SOLE   59,900 0 0
WEX INC COM 96208T104 5,817 30,000 SH   SOLE   30,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 5,989 49,000 SH   SOLE   49,000 0 0