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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CONFLUENT INC CLASS A COM 20717M103 58,220 1,420,000 SH   SOLE N/A 1,420,000 0 0
EHANG HLDGS LTD ADS 26853E102 4,796 400,000 SH   SOLE N/A 400,000 0 0
MONGODB INC CL A 60937P106 52,787 119,000 SH   SOLE N/A 119,000 0 0
NIO INC SPON ADS 62914V106 35,785 1,700,000 SH   SOLE N/A 1,700,000 0 0
OKTA INC CL A 679295105 12,832 85,000 SH   SOLE N/A 85,000 0 0
SERVICENOW INC COM 81762P102 56,803 102,000 SH   SOLE N/A 102,000 0 0
SNOWFLAKE INC CL A 833445109 66,448 290,000 SH   SOLE N/A 290,000 0 0
TESLA INC COM 88160R101 82,975 77,000 SH   SOLE N/A 77,000 0 0
VEEVA SYS INC CL A COM 922475108 19,121 90,000 SH   SOLE N/A 90,000 0 0
WORKDAY INC CL A 98138H101 3,592 15,000 SH   SOLE N/A 15,000 0 0