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
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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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,730,690 9,000 SH   SOLE   9,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   8,272,710 51,000 SH   SOLE   51,000 0 0
AIRBNB INC COM CL A 009066101   5,406,823 35,658 SH   SOLE   35,658 0 0
ALPHABET INC CAP STK CL A 02079K305   1,821,500 10,000 SH   SOLE   10,000 0 0
ANALOG DEVICES INC COM 032654105   7,935,915 34,767 SH   SOLE   34,767 0 0
APPLE INC COM 037833100   5,265,500 25,000 SH   SOLE   25,000 0 0
APPLIED MATLS INC COM 038222105   8,495,640 36,000 SH   SOLE   36,000 0 0
ARISTA NETWORKS INC COM 040413106   5,257,200 15,000 SH   SOLE   15,000 0 0
BLOCK INC CL A 852234103   6,771,450 105,000 SH   SOLE   105,000 0 0
BROADCOM INC COM 11135F101   10,435,945 6,500 SH   SOLE   6,500 0 0
CLOUDFLARE INC CL A COM 18915M107   9,732,525 117,500 SH   SOLE   117,500 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   3,882,564 14,200 SH   SOLE   14,200 0 0
DATADOG INC CL A COM 23804L103   6,484,500 50,000 SH   SOLE   50,000 0 0
DAYFORCE INC COM 15677J108   2,519,184 50,790 SH   SOLE   50,790 0 0
DELL TECHNOLOGIES INC CL C 24703L202   5,240,580 38,000 SH   SOLE   38,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   6,929,450 55,000 SH   SOLE   55,000 0 0
GLOBAL PMTS INC COM 37940X102   1,208,750 12,500 SH   SOLE   12,500 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   4,044,800 80,000 SH   SOLE   80,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   5,504,200 260,000 SH   SOLE   260,000 0 0
HUBSPOT INC COM 443573100   3,420,782 5,800 SH   SOLE   5,800 0 0
INTUIT COM 461202103   7,308,175 11,120 SH   SOLE   11,120 0 0
JD.COM INC SPON ADS CL A 47215P106   4,669,831 180,721 SH   SOLE   180,721 0 0
LAM RESEARCH CORP COM 512807108   12,026,416 11,294 SH   SOLE   11,294 0 0
META PLATFORMS INC CL A 30303M102   16,135,040 32,000 SH   SOLE   32,000 0 0
MONGODB INC CL A 60937P106   4,249,320 17,000 SH   SOLE   17,000 0 0
NETFLIX INC COM 64110L106   4,076,275 6,040 SH   SOLE   6,040 0 0
NVIDIA CORPORATION COM 67066G104   4,632,750 37,500 SH   SOLE   37,500 0 0
NXP SEMICONDUCTORS N V COM N6596X109   10,423,470 38,736 SH   SOLE   38,736 0 0
OKTA INC CL A 679295105   3,489,219 37,274 SH   SOLE   37,274 0 0
ON SEMICONDUCTOR CORP COM 682189105   3,427,500 50,000 SH   SOLE   50,000 0 0
PALO ALTO NETWORKS INC COM 697435105   5,254,655 15,500 SH   SOLE   15,500 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,329,500 10,000 SH   SOLE   10,000 0 0
QORVO INC COM 74736K101   5,685,960 49,000 SH   SOLE   49,000 0 0
SALESFORCE INC COM 79466L302   6,936,815 26,981 SH   SOLE   26,981 0 0
SAP SE SPON ADR 803054204   6,509,989 32,274 SH   SOLE   32,274 0 0
SENTINELONE INC CL A 81730H109   3,789,000 180,000 SH   SOLE   180,000 0 0
SERVICENOW INC COM 81762P102   8,446,476 10,737 SH   SOLE   10,737 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   5,648,220 18,000 SH   SOLE   18,000 0 0
SYNOPSYS INC COM 871607107   6,146,375 10,329 SH   SOLE   10,329 0 0
THE TRADE DESK INC COM CL A 88339J105   6,641,560 68,000 SH   SOLE   68,000 0 0
TRIP COM GROUP LTD ADS 89677Q107   2,458,899 52,317 SH   SOLE   52,317 0 0
UBER TECHNOLOGIES INC COM 90353T100   7,506,245 103,278 SH   SOLE   103,278 0 0
VARONIS SYS INC COM 922280102   868,257 18,100 SH   SOLE   18,100 0 0
VISA INC COM CL A 92826C839   9,973,860 38,000 SH   SOLE   38,000 0 0
WESTERN DIGITAL CORP. COM 958102105   7,198,150 95,000 SH   SOLE   95,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   7,190,450 155,000 SH   SOLE   155,000 0 0
ZSCALER INC COM 98980G102   6,438,365 33,500 SH   SOLE   33,500 0 0