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 SYSTEMS INCORPORATED COM 00724F101   3,422,930 7,000 SH   SOLE   7,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,334,000 40,000 SH   SOLE   40,000 0 0
AMAZON COM INC COM 023135106   9,490,208 72,800 SH   SOLE   72,800 0 0
ANALOG DEVICES INC COM 032654105   7,305,375 37,500 SH   SOLE   37,500 0 0
APPLE INC COM 037833100   8,728,650 45,000 SH   SOLE   45,000 0 0
APPLOVIN CORP COM CL A 03831W108   900,550 35,000 SH   SOLE   35,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   6,160,375 8,500 SH   SOLE   8,500 0 0
BLOCK INC CL A 852234103   1,997,100 30,000 SH   SOLE   30,000 0 0
BROADCOM INC COM 11135F101   693,944 800 SH   SOLE   800 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   3,986,840 17,000 SH   SOLE   17,000 0 0
CERIDIAN HCM HLDG INC COM 15677J108   3,884,260 58,000 SH   SOLE   58,000 0 0
CLOUDFLARE INC CL A COM 18915M107   2,778,225 42,500 SH   SOLE   42,500 0 0
DATADOG INC CL A COM 23804L103   4,673,050 47,500 SH   SOLE   47,500 0 0
ETSY INC COM 29786A106   380,745 4,500 SH   SOLE   4,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   2,324,750 42,500 SH   SOLE   42,500 0 0
FISERV INC COM 337738108   3,973,725 31,500 SH   SOLE   31,500 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   8,400,000 500,000 SH   SOLE   500,000 0 0
HUBSPOT INC COM 443573100   2,660,450 5,000 SH   SOLE   5,000 0 0
INTUIT COM 461202103   3,092,783 6,750 SH   SOLE   6,750 0 0
JUNIPER NETWORKS INC COM 48203R104   4,386,200 140,000 SH   SOLE   140,000 0 0
LAM RESEARCH CORP COM 512807108   3,535,730 5,500 SH   SOLE   5,500 0 0
MARVELL TECHNOLOGY INC COM 573874104   4,184,600 70,000 SH   SOLE   70,000 0 0
MATCH GROUP INC NEW COM 57667L107   4,394,250 105,000 SH   SOLE   105,000 0 0
META PLATFORMS INC CL A 30303M102   10,690,005 37,250 SH   SOLE   37,250 0 0
MICRON TECHNOLOGY INC COM 595112103   1,817,568 28,800 SH   SOLE   28,800 0 0
MICROSOFT CORP COM 594918104   8,854,040 26,000 SH   SOLE   26,000 0 0
MONGODB INC CL A 60937P106   6,575,840 16,000 SH   SOLE   16,000 0 0
NETFLIX INC COM 64110L106   3,523,920 8,000 SH   SOLE   8,000 0 0
NVIDIA CORPORATION COM 67066G104   10,575,500 25,000 SH   SOLE   25,000 0 0
OKTA INC CL A 679295105   1,248,300 18,000 SH   SOLE   18,000 0 0
ON SEMICONDUCTOR CORP COM 682189105   7,944,720 84,000 SH   SOLE   84,000 0 0
PALO ALTO NETWORKS INC COM 697435105   3,832,650 15,000 SH   SOLE   15,000 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   1,113,700 70,000 SH   SOLE   70,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   3,180,440 46,000 SH   SOLE   46,000 0 0
PINTEREST INC CL A 72352L106   2,734,000 100,000 SH   SOLE   100,000 0 0
QUALCOMM INC COM 747525103   4,880,640 41,000 SH   SOLE   41,000 0 0
SERVICENOW INC COM 81762P102   6,743,640 12,000 SH   SOLE   12,000 0 0
SHOPIFY INC CL A 82509L107   3,456,100 53,500 SH   SOLE   53,500 0 0
T-MOBILE US INC COM 872590104   3,125,250 22,500 SH   SOLE   22,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,207,400 15,000 SH   SOLE   15,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   3,453,600 80,000 SH   SOLE   80,000 0 0
VARONIS SYS INC COM 922280102   1,066,000 40,000 SH   SOLE   40,000 0 0
VISA INC COM CL A 92826C839   12,586,440 53,000 SH   SOLE   53,000 0 0
WIX COM LTD SHS M98068105   1,564,800 20,000 SH   SOLE   20,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   2,539,000 100,000 SH   SOLE   100,000 0 0
ZSCALER INC COM 98980G102   4,681,600 32,000 SH   SOLE   32,000 0 0