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
ACTIVISION BLIZZARD INC COM 00507V109 4,256 55,000 SH   SOLE   55,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 4,030 7,000 SH   SOLE   7,000 0 0
AIRBNB INC COM CL A 009066101 3,020 18,000 SH   SOLE   18,000 0 0
ALPHABET INC CAP STK CL A 02079K305 10,234 3,828 SH   SOLE   3,828 0 0
ANALOG DEVICES INC COM 032654105 7,537 45,000 SH   SOLE   45,000 0 0
APPLIED MATLS INC COM 038222105 6,437 50,000 SH   SOLE   50,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 5,216 7,000 SH   SOLE   7,000 0 0
BENTLEY SYS INC COM CL B 08265T208 6,190 102,078 SH   SOLE   102,078 0 0
BOOKING HOLDINGS INC COM 09857L108 4,847 2,042 SH   SOLE   2,042 0 0
BUMBLE INC COM CL A 12047B105 4,998 100,000 SH   SOLE   100,000 0 0
CISCO SYS INC COM 17275R102 3,810 70,000 SH   SOLE   70,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 5,202 50,000 SH   SOLE   50,000 0 0
ERICSSON ADR B SEK 10 294821608 4,573 408,303 SH   SOLE   408,303 0 0
FACEBOOK INC CL A 30303M102 10,182 30,000 SH   SOLE   30,000 0 0
FISERV INC COM 337738108 4,430 40,834 SH   SOLE   40,834 0 0
GLOBAL PMTS INC COM 37940X102 6,434 40,833 SH   SOLE   40,833 0 0
HUBSPOT INC COM 443573100 9,127 13,500 SH   SOLE   13,500 0 0
INTUIT COM 461202103 16,185 30,000 SH   SOLE   30,000 0 0
IRONSOURCE LTD CL A ORD SHS M5R75Y101 544 50,000 SH   SOLE   50,000 0 0
JD.COM INC SPON ADR CL A 47215P106 6,502 90,000 SH   SOLE   90,000 0 0
KLA CORP COM NEW 482480100 5,018 15,000 SH   SOLE   15,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,432 18,500 SH   SOLE   18,500 0 0
MATCH GROUP INC NEW COM 57667L107 5,495 35,000 SH   SOLE   35,000 0 0
MCAFEE CORP COM CL A 579063108 9,950 450,000 SH   SOLE   450,000 0 0
MICROSOFT CORP COM 594918104 8,458 30,000 SH   SOLE   30,000 0 0
MONGODB INC CL A 60937P106 7,073 15,000 SH   SOLE   15,000 0 0
NIO INC SPON ADS 62914V106 3,091 86,763 SH   SOLE   86,763 0 0
NOKIA CORP SPONSORED ADR 654902204 5,007 918,684 SH   SOLE   918,684 0 0
ON SEMICONDUCTOR CORP COM 682189105 7,323 160,000 SH   SOLE   160,000 0 0
PALO ALTO NETWORKS INC COM 697435105 8,383 17,500 SH   SOLE   17,500 0 0
PAYCOM SOFTWARE INC COM 70432V102 7,188 14,500 SH   SOLE   14,500 0 0
PINDUODUO INC SPONSORED ADS 722304102 4,080 45,000 SH   SOLE   45,000 0 0
QORVO INC COM 74736K101 4,180 25,000 SH   SOLE   25,000 0 0
SALESFORCE COM INC COM 79466L302 11,662 43,000 SH   SOLE   43,000 0 0
SEA LTD SPONSORD ADS 81141R100 5,259 16,500 SH   SOLE   16,500 0 0
SQUARE INC CL A 852234103 5,157 21,500 SH   SOLE   21,500 0 0
SYNCHRONY FINANCIAL COM 87165B103 2,933 60,000 SH   SOLE   60,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,541 10,000 SH   SOLE   10,000 0 0
TWILIO INC CL A 90138F102 16,272 51,000 SH   SOLE   51,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,272 140,000 SH   SOLE   140,000 0 0
VARONIS SYS INC COM 922280102 17,342 285,000 SH   SOLE   285,000 0 0
XPENG INC ADS 98422D105 3,446 96,971 SH   SOLE   96,971 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 5,288 60,000 SH   SOLE   60,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 3,923 15,000 SH   SOLE   15,000 0 0
ZYNGA INC CL A 98986T108 7,643 1,015,000 SH   SOLE   1,015,000 0 0