The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 38,537,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| ALLEGRO MICROSYSTEMS INC | COM | 01749D105 | 16,796,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 49,062,750 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | |||
| AMBARELLA INC | SHS | G037AX101 | 20,455,912 | 264,220 | SH | SOLE | 264,220 | 0 | 0 | |||
| ARTERIS INC | COM | 04302A104 | 296,100 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| DOCUSIGN INC | COM | 256163106 | 13,117,500 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | |||
| HUBSPOT INC | COM | 443573100 | 6,431,250 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| IMPINJ INC | COM | 453204109 | 21,378,009 | 157,748 | SH | SOLE | 157,748 | 0 | 0 | |||
| INTEL CORP | COM | 458140100 | 40,834,233 | 1,249,900 | SH | SOLE | 1,249,900 | 0 | 0 | |||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 15,107,909 | 158,198 | SH | SOLE | 158,198 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 21,650,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 79,477,500 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | |||
| MICRON TECHNOLOGY INC | COM | 595112103 | 30,170,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 28,830,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 10,010,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 48,609,750 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| OKTA INC | CL A | 679295105 | 32,340,000 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | |||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 24,696,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| ONFOLIO HOLDINGS INC | *W EXP 01/02/202 | 68277K124 | 10,141 | 61,838 | SH | SOLE | 61,838 | 0 | 0 | |||
| PAYCOM SOFTWARE INC | COM | 70432V102 | 9,120,300 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 4,783,116 | 76,371 | SH | SOLE | 76,371 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 11,618,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 122,817,000 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 46,510,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| TENABLE HLDGS INC | COM | 88025T102 | 19,004,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 6,663,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 20,605,000 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | |||
| WORKDAY INC | CL A | 98138H101 | 9,294,300 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | |||