ADOBE SYSTEMS INCORPORATED COM 00724F101 24449500 50000 SH SOLE 50000 0 0 AMAZON COM INC COM 023135106 52144000 400000 SH SOLE 400000 0 0 APPLOVIN CORP COM CL A 03831W108 1929750 75000 SH SOLE 75000 0 0 FARFETCH LTD ORD SH CL A 30744W107 6040000 1000000 SH SOLE 1000000 0 0 HASHICORP INC COM CL A 418100103 11781000 450000 SH SOLE 450000 0 0 HUBSPOT INC COM 443573100 15962700 30000 SH SOLE 30000 0 0 INTEL CORP COM 458140100 25080000 750000 SH SOLE 750000 0 0 INTEL CORP COM 458140100 50160000 1500000 SH Call SOLE 1500000 0 0 JFROG LTD ORD SHS M6191J100 8310000 300000 SH SOLE 300000 0 0 MATCH GROUP INC NEW COM 57667L107 6277500 150000 SH SOLE 150000 0 0 META PLATFORMS INC CL A 30303M102 43047000 150000 SH Call SOLE 150000 0 0 META PLATFORMS INC CL A 30303M102 57396000 200000 SH SOLE 200000 0 0 MICRON TECHNOLOGY INC COM 595112103 25344976 401600 SH Call SOLE 401600 0 0 MICRON TECHNOLOGY INC COM 595112103 44177000 700000 SH SOLE 700000 0 0 MICROSOFT CORP COM 594918104 23837800 70000 SH SOLE 70000 0 0 NETFLIX INC COM 64110L106 14315925 32500 SH SOLE 32500 0 0 NVIDIA CORPORATION COM 67066G104 63453000 150000 SH SOLE 150000 0 0 NVIDIA CORPORATION COM 67066G104 105755000 250000 SH Call SOLE 250000 0 0 OKTA INC CL A 679295105 13870000 200000 SH SOLE 200000 0 0 ON SEMICONDUCTOR CORP COM 682189105 37832000 400000 SH SOLE 400000 0 0 SERVICENOW INC COM 81762P102 19668950 35000 SH SOLE 35000 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 20184000 200000 SH Call SOLE 200000 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 30276000 300000 SH SOLE 300000 0 0 TENABLE HLDGS INC COM 88025T102 13065000 300000 SH SOLE 300000 0 0