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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,535,550 5,000 SH   SOLE   5,000 0 0
ADOBE INC COM 00724F101   2,039,600 4,000 SH   SOLE   4,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   5,500,870 53,500 SH   SOLE   53,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,734,800 20,000 SH   SOLE   20,000 0 0
APPLIED MATLS INC COM 038222105   8,099,325 58,500 SH   SOLE   58,500 0 0
ARISTA NETWORKS INC COM 040413106   3,218,775 17,500 SH   SOLE   17,500 0 0
ATLASSIAN CORPORATION CL A 049468101   4,231,710 21,000 SH   SOLE   21,000 0 0
BAIDU INC SPON ADR REP A 056752108   3,358,750 25,000 SH   SOLE   25,000 0 0
BLOCK INC CL A 852234103   973,720 22,000 SH   SOLE   22,000 0 0
BROADCOM INC COM 11135F101   2,491,740 3,000 SH   SOLE   3,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   3,397,350 14,500 SH   SOLE   14,500 0 0
CERIDIAN HCM HLDG INC COM 15677J108   3,392,500 50,000 SH   SOLE   50,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   1,865,920 14,000 SH   SOLE   14,000 0 0
CLOUDFLARE INC CL A COM 18915M107   5,358,400 85,000 SH   SOLE   85,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   2,112,935 20,500 SH   SOLE   20,500 0 0
FISERV INC COM 337738108   5,083,200 45,000 SH   SOLE   45,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   6,079,500 350,000 SH   SOLE   350,000 0 0
HUBSPOT INC COM 443573100   3,693,750 7,500 SH   SOLE   7,500 0 0
INTEL CORP COM 458140100   8,176,500 230,000 SH   SOLE   230,000 0 0
INTUIT COM 461202103   3,065,640 6,000 SH   SOLE   6,000 0 0
JUNIPER NETWORKS INC COM 48203R104   3,612,700 130,000 SH   SOLE   130,000 0 0
LAM RESEARCH CORP COM 512807108   5,014,160 8,000 SH   SOLE   8,000 0 0
MAPLEBEAR INC COM 565394103   1,336,050 45,000 SH   SOLE   45,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   4,330,400 80,000 SH   SOLE   80,000 0 0
META PLATFORMS INC CL A 30303M102   15,911,130 53,000 SH   SOLE   53,000 0 0
MICROSOFT CORP COM 594918104   11,524,875 36,500 SH   SOLE   36,500 0 0
NVIDIA CORPORATION COM 67066G104   12,049,223 27,700 SH   SOLE   27,700 0 0
ON SEMICONDUCTOR CORP COM 682189105   6,831,825 73,500 SH   SOLE   73,500 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,471,050 15,000 SH   SOLE   15,000 0 0
SENTINELONE INC CL A 81730H109   1,686,000 100,000 SH   SOLE   100,000 0 0
SHOPIFY INC CL A 82509L107   5,893,560 108,000 SH   SOLE   108,000 0 0
SNOWFLAKE INC CL A 833445109   5,117,795 33,500 SH   SOLE   33,500 0 0
THE TRADE DESK INC COM CL A 88339J105   7,228,875 92,500 SH   SOLE   92,500 0 0
UBER TECHNOLOGIES INC COM 90353T100   6,346,620 138,000 SH   SOLE   138,000 0 0
VARONIS SYS INC COM 922280102   2,137,800 70,000 SH   SOLE   70,000 0 0
VISA INC COM CL A 92826C839   3,450,150 15,000 SH   SOLE   15,000 0 0
WESTERN DIGITAL CORP. COM 958102105   4,334,850 95,000 SH   SOLE   95,000 0 0
ZSCALER INC COM 98980G102   5,912,420 38,000 SH   SOLE   38,000 0 0