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 |
|
||||||||||||||||
| 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 |
| AIRBNB INC | COM CL A | 009066101 | 2,836 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 3,164 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 5,574 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 1,072 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 2,427 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 2,036 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 1,554 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 3,514 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 3,551 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| GITLAB INC | CLASS A COM | 37637K108 | 2,561 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 2,701 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 3,521 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 3,134 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 4,506 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 7,109 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 1,433 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 1,495 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 3,319 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 1,422 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 7,480 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 5,896 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||
| PAYCOM SOFTWARE INC | COM | 70432V102 | 5,940 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 2,926 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 3,379 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 2,256 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 4,249 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | 2,091 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 546 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 4,770 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| VARONIS SYS INC | COM | 922280102 | 2,387 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 4,947 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 4,374 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 4,109 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||