ADBE US EQUITY COM 00724F101 33658 67300 SH SOLE 0 67300 0 0 ADSK US EQUITY COM 052769106 52946 173400 SH SOLE 0 173400 0 0 AMD US EQUITY COM 007903107 32520 354600 SH SOLE 0 354600 0 0 AMZN US EQUITY COM 023135106 91845 28200 SH SOLE 0 28200 0 0 API US EQUITY ADS 00851L103 2422 61234 SH SOLE 0 61234 0 0 ASML US EQUITY N Y REGISTRY SHS N07059210 5853 12000 SH SOLE 0 12000 0 0 BABA US EQUITY SPONSORED ADS 01609W102 9309 40000 SH SOLE 0 40000 0 0 CLDR US EQUITY COM 18914U100 1601 115103 SH SOLE 0 115103 0 0 CRM US EQUITY COM 79466L302 73702 331200 SH SOLE 0 331200 0 0 CRWD US EQUITY CL A 22788C105 6354 30000 SH SOLE 0 30000 0 0 DDOG US EQUITY COM DISNEY 254687106 1013 10286 SH SOLE 0 10286 0 0 DOCU US EQUITY COM 256163106 9337 42000 SH SOLE 0 42000 0 0 ESTC US EQUITY ORD SHS N14506104 32733 224000 SH SOLE 0 224000 0 0 FB US EQUITY CL A 30303M102 46027 168500 SH SOLE 0 168500 0 0 FROG US EQUITY ORD SHS M6191J100 15556 247588 SH SOLE 0 247588 0 0 FTNT US EQUITY COM 34959E109 9654 65000 SH SOLE 0 65000 0 0 INTC US EQUITY COM 458104100 1799 36100 SH SOLE 0 36100 0 0 MDB US EQUITY CL A 60937P106 15905 44300 SH SOLE 0 44300 0 0 MDLA US EQUITY COM 584021109 432 13010 SH SOLE 0 13010 0 0 MSFT US EQUITY COM 594918104 62678 281800 SH SOLE 0 281800 0 0 NET US EQUITY CL A COM 18915M107 14183 186645 SH SOLE 0 186645 0 0 NOW US EQUITY COM 81762P102 28017 50900 SH SOLE 0 50900 0 0 NVDA US EQUITY COM 67066G104 103996 199150 SH SOLE 0 199150 0 0 OKTA US EQUITY CL A 679295105 12713 50000 SH SOLE 0 50000 0 0 PLAN US EQUITY COM 03272L108 287 4000 SH SOLE 0 4000 0 0 QCOM US EQUITY COM 747525103 44102 289494 SH SOLE 0 289494 0 0 QRVO US EQUITY COM 74736K101 19869 119500 SH SOLE 0 119500 0 0 SHOP US EQUITY CL A 82509L107 9282 8200 SH SOLE 0 8200 0 0 TEAM US EQUITY CL A G06242104 27760 118700 SH SOLE 0 118700 0 0 TSLA US EQUITY COM 88160R101 49323 69895 SH SOLE 0 69895 0 0 TSM US EQUITY SPONSORED ADS 874039100 51031 468000 SH SOLE 0 468000 0 0 TWLO US EQUITY CL A 90138F102 16925 50000 SH SOLE 0 50000 0 0 WDAY US EQUITY CL A 98138H101 38817 162000 SH SOLE 0 162000 0 0 ZA US EQUITY COM 98980G102 7988 40000 SH SOLE 0 40000 0 0