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
ADVANCED MICRO DEVICES INC COM 007903107   10,090,920 61,500 SH   SOLE   61,500 0 0
APPLIED MATLS INC COM 038222105   10,506,600 52,000 SH   SOLE   52,000 0 0
ARISTA NETWORKS INC COM 040413106   9,595,500 25,000 SH   SOLE   25,000 0 0
ATLASSIAN CORPORATION CL A 049468101   6,352,400 40,000 SH   SOLE   40,000 0 0
AUTODESK INC COM 052769106   2,754,800 10,000 SH   SOLE   10,000 0 0
BAIDU INC SPON ADR REP A 056752108   2,263,735 21,500 SH   SOLE   21,500 0 0
CIENA CORP COM NEW 171779309   1,231,800 20,000 SH   SOLE   20,000 0 0
CISCO SYS INC COM 17275R102   5,322,000 100,000 SH   SOLE   100,000 0 0
CLOUDFLARE INC CL A COM 18915M107   4,853,400 60,000 SH   SOLE   60,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   3,280,150 42,500 SH   SOLE   42,500 0 0
CORNING INC COM 219350105   2,709,000 60,000 SH   SOLE   60,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   6,450,810 23,000 SH   SOLE   23,000 0 0
DATADOG INC CL A COM 23804L103   6,328,300 55,000 SH   SOLE   55,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   5,571,380 47,000 SH   SOLE   47,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   3,528,000 90,000 SH   SOLE   90,000 0 0
DYNATRACE INC COM NEW 268150109   3,208,200 60,000 SH   SOLE   60,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   7,771,050 52,500 SH   SOLE   52,500 0 0
FORTINET INC COM 34959E109   6,397,875 82,500 SH   SOLE   82,500 0 0
GLOBAL PMTS INC COM 37940X102   4,301,640 42,000 SH   SOLE   42,000 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   3,421,250 85,000 SH   SOLE   85,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,762,100 135,000 SH   SOLE   135,000 0 0
HUBSPOT INC COM 443573100   3,721,200 7,000 SH   SOLE   7,000 0 0
INTEL CORP COM 458140100   6,873,780 293,000 SH   SOLE   293,000 0 0
JD.COM INC SPON ADS CL A 47215P106   3,600,000 90,000 SH   SOLE   90,000 0 0
MAPLEBEAR INC COM 565394103   5,092,500 125,000 SH   SOLE   125,000 0 0
MERCADOLIBRE INC COM 58733R102   1,333,774 650 SH   SOLE   650 0 0
META PLATFORMS INC CL A 30303M102   15,341,392 26,800 SH   SOLE   26,800 0 0
MICRON TECHNOLOGY INC COM 595112103   3,111,300 30,000 SH   SOLE   30,000 0 0
MONGODB INC CL A 60937P106   5,677,350 21,000 SH   SOLE   21,000 0 0
NVIDIA CORPORATION COM 67066G104   6,072,000 50,000 SH   SOLE   50,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109   8,400,350 35,000 SH   SOLE   35,000 0 0
OKTA INC CL A 679295105   3,122,280 42,000 SH   SOLE   42,000 0 0
ON SEMICONDUCTOR CORP COM 682189105   7,624,050 105,000 SH   SOLE   105,000 0 0
ORACLE CORP COM 68389X105   3,408,000 20,000 SH   SOLE   20,000 0 0
PAYPAL HLDGS INC COM 70450Y103   10,924,200 140,000 SH   SOLE   140,000 0 0
PINTEREST INC CL A 72352L106   4,855,500 150,000 SH   SOLE   150,000 0 0
REDDIT INC CL A 75734B100   4,614,400 70,000 SH   SOLE   70,000 0 0
SAP SE SPON ADR 803054204   9,736,750 42,500 SH   SOLE   42,500 0 0
SENTINELONE INC CL A 81730H109   3,588,000 150,000 SH   SOLE   150,000 0 0
SERVICENOW INC COM 81762P102   14,757,435 16,500 SH   SOLE   16,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   10,318,840 28,000 SH   SOLE   28,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,414,013 13,900 SH   SOLE   13,900 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   6,993,805 45,500 SH   SOLE   45,500 0 0
TEXAS INSTRS INC COM 882508104   8,262,800 40,000 SH   SOLE   40,000 0 0
TOAST INC CL A 888787108   1,698,600 60,000 SH   SOLE   60,000 0 0
TRIP COM GROUP LTD ADS 89677Q107   5,051,550 85,000 SH   SOLE   85,000 0 0
UNITY SOFTWARE INC COM 91332U101   1,470,300 65,000 SH   SOLE   65,000 0 0
VISA INC COM CL A 92826C839   4,674,150 17,000 SH   SOLE   17,000 0 0
WAYFAIR INC CL A 94419L101   3,370,800 60,000 SH   SOLE   60,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   9,577,500 150,000 SH   SOLE   150,000 0 0