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
ADVANCED MICRO DEVICES INC COM 007903107   1,624,410 9,000 SH   SOLE   9,000 0 0
ALPHABET INC CAP STK CL A 02079K305   7,621,965 50,500 SH   SOLE   50,500 0 0
ANALOG DEVICES INC COM 032654105   12,361,875 62,500 SH   SOLE   62,500 0 0
APPLE INC COM 037833100   7,716,600 45,000 SH   SOLE   45,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   6,793,290 7,000 SH   SOLE   7,000 0 0
BAIDU INC SPON ADR REP A 056752108   2,105,600 20,000 SH   SOLE   20,000 0 0
BLOCK INC CL A 852234103   5,709,150 67,500 SH   SOLE   67,500 0 0
BROADCOM INC COM 11135F101   5,301,640 4,000 SH   SOLE   4,000 0 0
CLOUDFLARE INC CL A COM 18915M107   5,228,820 54,000 SH   SOLE   54,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   2,257,855 8,500 SH   SOLE   8,500 0 0
DATADOG INC CL A COM 23804L103   4,017,000 32,500 SH   SOLE   32,500 0 0
DAYFORCE INC COM 15677J108   4,303,650 65,000 SH   SOLE   65,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   3,879,740 34,000 SH   SOLE   34,000 0 0
DISNEY WALT CO COM 254687106   3,670,800 30,000 SH   SOLE   30,000 0 0
DOORDASH INC CL A 25809K105   4,131,600 30,000 SH   SOLE   30,000 0 0
ELASTIC N V ORD SHS N14506104   2,004,800 20,000 SH   SOLE   20,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   1,377,500 10,000 SH   SOLE   10,000 0 0
FORTINET INC COM 34959E109   3,415,500 50,000 SH   SOLE   50,000 0 0
HUBSPOT INC COM 443573100   1,253,120 2,000 SH   SOLE   2,000 0 0
JABIL INC COM 466313103   1,875,300 14,000 SH   SOLE   14,000 0 0
JD.COM INC SPON ADR CL A 47215P106   1,095,600 40,000 SH   SOLE   40,000 0 0
LAM RESEARCH CORP COM 512807108   12,630,410 13,000 SH   SOLE   13,000 0 0
MAPLEBEAR INC COM 565394103   5,034,150 135,000 SH   SOLE   135,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   14,928,670 31,000 SH   SOLE   31,000 0 0
MERCADOLIBRE INC COM 58733R102   5,140,664 3,400 SH   SOLE   3,400 0 0
META PLATFORMS INC CL A 30303M102   15,004,422 30,900 SH   SOLE   30,900 0 0
MICRON TECHNOLOGY INC COM 595112103   2,475,690 21,000 SH   SOLE   21,000 0 0
MICROSOFT CORP COM 594918104   11,780,160 28,000 SH   SOLE   28,000 0 0
NVIDIA CORPORATION COM 67066G104   15,360,520 17,000 SH   SOLE   17,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109   4,335,975 17,500 SH   SOLE   17,500 0 0
ONTO INNOVATION INC COM 683344105   1,629,720 9,000 SH   SOLE   9,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   874,380 38,000 SH   SOLE   38,000 0 0
PALO ALTO NETWORKS INC COM 697435105   2,273,040 8,000 SH   SOLE   8,000 0 0
PAYPAL HLDGS INC COM 70450Y103   4,555,320 68,000 SH   SOLE   68,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   2,092,500 18,000 SH   SOLE   18,000 0 0
PINTEREST INC CL A 72352L106   1,733,500 50,000 SH   SOLE   50,000 0 0
ROKU INC COM CL A 77543R102   1,303,400 20,000 SH   SOLE   20,000 0 0
SALESFORCE INC COM 79466L302   5,421,240 18,000 SH   SOLE   18,000 0 0
SENTINELONE INC CL A 81730H109   1,165,500 50,000 SH   SOLE   50,000 0 0
SERVICENOW INC COM 81762P102   2,668,400 3,500 SH   SOLE   3,500 0 0
SNOWFLAKE INC CL A 833445109   5,009,600 31,000 SH   SOLE   31,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   5,278,000 20,000 SH   SOLE   20,000 0 0
SYNOPSYS INC COM 871607107   4,572,000 8,000 SH   SOLE   8,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   3,044,045 20,500 SH   SOLE   20,500 0 0
TRIP COM GROUP LTD ADS 89677Q107   4,827,900 110,000 SH   SOLE   110,000 0 0
UNITY SOFTWARE INC COM 91332U101   801,000 30,000 SH   SOLE   30,000 0 0
VARONIS SYS INC COM 922280102   943,400 20,000 SH   SOLE   20,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   1,981,200 60,000 SH   SOLE   60,000 0 0
WESTERN DIGITAL CORP. COM 958102105   7,847,600 115,000 SH   SOLE   115,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   3,414,600 70,000 SH   SOLE   70,000 0 0