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
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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
AMAZON COM INC COM 023135106   9,268,340 61,000 SH   SOLE   61,000 0 0
ANALOG DEVICES INC COM 032654105   9,451,456 47,600 SH   SOLE   47,600 0 0
ARISTA NETWORKS INC COM 040413106   4,121,425 17,500 SH   SOLE   17,500 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   8,704,580 11,500 SH   SOLE   11,500 0 0
BLOCK INC CL A 852234103   6,961,500 90,000 SH   SOLE   90,000 0 0
CISCO SYS INC COM 17275R102   4,167,900 82,500 SH   SOLE   82,500 0 0
CLOUDFLARE INC CL A COM 18915M107   6,030,772 72,433 SH   SOLE   72,433 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   3,285,750 15,000 SH   SOLE   15,000 0 0
DATADOG INC CL A COM 23804L103   5,275,053 43,459 SH   SOLE   43,459 0 0
ELASTIC N V ORD SHS N14506104   3,155,600 28,000 SH   SOLE   28,000 0 0
ETSY INC COM 29786A106   1,823,625 22,500 SH   SOLE   22,500 0 0
EXPEDIA GROUP INC COM NEW 30212P303   7,285,920 48,000 SH   SOLE   48,000 0 0
FISERV INC COM 337738108   2,656,800 20,000 SH   SOLE   20,000 0 0
FIVE9 INC COM 338307101   1,416,420 18,000 SH   SOLE   18,000 0 0
FORTINET INC COM 34959E109   5,654,291 96,605 SH   SOLE   96,605 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   4,245,000 250,000 SH   SOLE   250,000 0 0
HP INC COM 40434L105   4,814,400 160,000 SH   SOLE   160,000 0 0
HUBSPOT INC COM 443573100   6,276,798 10,812 SH   SOLE   10,812 0 0
INTEL CORP COM 458140100   9,045,000 180,000 SH   SOLE   180,000 0 0
JD.COM INC SPON ADR CL A 47215P106   4,333,500 150,000 SH   SOLE   150,000 0 0
LAM RESEARCH CORP COM 512807108   7,049,340 9,000 SH   SOLE   9,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   4,221,700 70,000 SH   SOLE   70,000 0 0
MATCH GROUP INC NEW COM 57667L107   4,745,000 130,000 SH   SOLE   130,000 0 0
META PLATFORMS INC CL A 30303M102   8,495,040 24,000 SH   SOLE   24,000 0 0
MICRON TECHNOLOGY INC COM 595112103   853,400 10,000 SH   SOLE   10,000 0 0
NETFLIX INC COM 64110L106   4,868,800 10,000 SH   SOLE   10,000 0 0
NVIDIA CORPORATION COM 67066G104   8,913,960 18,000 SH   SOLE   18,000 0 0
OKTA INC CL A 679295105   1,765,335 19,500 SH   SOLE   19,500 0 0
ONTO INNOVATION INC COM 683344105   1,376,100 9,000 SH   SOLE   9,000 0 0
ORACLE CORP COM 68389X105   2,003,170 19,000 SH   SOLE   19,000 0 0
SALESFORCE INC COM 79466L302   6,578,500 25,000 SH   SOLE   25,000 0 0
SAP SE SPON ADR 803054204   4,637,700 30,000 SH   SOLE   30,000 0 0
SEA LTD SPONSORD ADS 81141R100   1,822,500 45,000 SH   SOLE   45,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   5,975,900 70,000 SH   SOLE   70,000 0 0
SENTINELONE INC CL A 81730H109   6,585,600 240,000 SH   SOLE   240,000 0 0
SERVICENOW INC COM 81762P102   4,592,185 6,500 SH   SOLE   6,500 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   7,307,300 65,000 SH   SOLE   65,000 0 0
SNAP INC CL A 83304A106   3,555,300 210,000 SH   SOLE   210,000 0 0
SNOWFLAKE INC CL A 833445109   7,363,000 37,000 SH   SOLE   37,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   7,569,630 151,000 SH   SOLE   151,000 0 0
THE TRADE DESK INC COM CL A 88339J105   3,957,800 55,000 SH   SOLE   55,000 0 0
TRIP COM GROUP LTD ADS 89677Q107   3,601,000 100,000 SH   SOLE   100,000 0 0
UNITY SOFTWARE INC COM 91332U101   5,315,700 130,000 SH   SOLE   130,000 0 0
VARONIS SYS INC COM 922280102   1,171,303 25,868 SH   SOLE   25,868 0 0
WAYFAIR INC CL A 94419L101   2,776,500 45,000 SH   SOLE   45,000 0 0
WESTERN DIGITAL CORP. COM 958102105   3,665,900 70,000 SH   SOLE   70,000 0 0
WORKDAY INC CL A 98138H101   6,855,398 24,833 SH   SOLE   24,833 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   7,232,500 125,000 SH   SOLE   125,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   2,157,300 30,000 SH   SOLE   30,000 0 0
ZSCALER INC COM 98980G102   5,317,440 24,000 SH   SOLE   24,000 0 0