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
Estimated average burden
hours per response: 23.8
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
AAPL US EQUITY COM 037833100 26,707 195,000 SH   SOLE 0 195,000 0 0
ADBE US EQUITY COM 00724F101 51,126 87,300 SH   SOLE 0 87,300 0 0
ADSK US EQUITY COM 052769106 53,534 183,400 SH   SOLE 0 183,400 0 0
AMD US EQUITY COM 007903107 85,908 914,600 SH   SOLE 0 914,600 0 0
AMZN US EQUITY COM 023135106 48,850 14,200 SH   SOLE 0 14,200 0 0
API US EQUITY ADS 00851L103 5,087 121,234 SH   SOLE 0 121,234 0 0
BABA US EQUITY SPONSORED ADS 01609W102 13,607 60,000 SH   SOLE 0 60,000 0 0
CDNS US EQUITY COM 127387108 1,368 10,000 SH   SOLE 0 10,000 0 0
CRM US EQUITY COM 79466L302 105,329 431,200 SH   SOLE 0 431,200 0 0
CRWD US EQUITY CL A 22788C105 11,309 45,000 SH   SOLE 0 45,000 0 0
DDOG US EQUITY COM DISNEY 254687106 3,152 30,286 SH   SOLE 0 30,286 0 0
DOCU US EQUITY COM 256163106 28,516 102,000 SH   SOLE 0 102,000 0 0
ESTC US EQUITY ORD SHS N14506104 42,853 294,000 SH   SOLE 0 294,000 0 0
FB US EQUITY CL A 30303M102 58,589 168,500 SH   SOLE 0 168,500 0 0
FROG US EQUITY ORD SHS M6191J100 39,265 862,588 SH   SOLE 0 862,588 0 0
MDB US EQUITY CL A 60937P106 16,015 44,300 SH   SOLE 0 44,300 0 0
MSFT US EQUITY COM 594918104 65,504 241,800 SH   SOLE 0 241,800 0 0
NCNO US EQUITY COM 63947U107 22,170 370,000 SH   SOLE 0 370,000 0 0
NET US EQUITY CL A COM 18915M107 29,280 276,645 SH   SOLE 0 276,645 0 0
NFLX US EQUITY COM 64110L106 23,769 45,000 SH   SOLE 0 45,000 0 0
NOW US EQUITY COM 81762P102 52,702 95,900 SH   SOLE 0 95,900 0 0
NVDA US EQUITY COM 67066G104 159,340 199,150 SH   SOLE 0 199,150 0 0
OKTA US EQUITY CL A 679295105 50,159 205,000 SH   SOLE 0 205,000 0 0
PATH US EQUITY CL A 90364P105 2,081 30,640 SH   SOLE 0 30,640 0 0
QCOM US EQUITY COM 747525103 55,670 389,494 SH   SOLE 0 389,494 0 0
QRVO US EQUITY COM 74736K101 23,380 119,500 SH   SOLE 0 119,500 0 0
SHOP US EQUITY CL A 82509L107 14,902 10,200 SH   SOLE 0 10,200 0 0
SNOW US EQUITY CL A 833445109 24,180 100,000 SH   SOLE 0 100,000 0 0
SNPS US EQUITY COM 871607107 2,758 10,000 SH   SOLE 0 10,000 0 0
TEAM US EQUITY CL A G06242104 20,215 78,700 SH   SOLE 0 78,700 0 0
TSLA US EQUITY COM 88160R101 43,837 64,495 SH   SOLE 0 64,495 0 0
TSM US EQUITY SPONSORED ADS 874039100 99,492 828,000 SH   SOLE 0 828,000 0 0
TWLO US EQUITY CL A 90138F102 29,562 75,000 SH   SOLE 0 75,000 0 0
WDAY US EQUITY CL A 98138H101 50,613 212,000 SH   SOLE 0 212,000 0 0
XM US EQUITY COM CL A 747601201 4,399 115,000 SH   SOLE 0 115,000 0 0
ZM US EQUITY CL A 98980L101 11,611 30,000 SH   SOLE 0 30,000 0 0
ZS US EQUITY COM 98980G102 12,964 60,000 SH   SOLE 0 60,000 0 0
AMD US EQUITY COM 007903107 9,393 100,000 SH   SOLE 0 100,000 0 0
ESTC US EQUITY ORD SHS N14506104 2,915 20,000 SH   SOLE 0 20,000 0 0
FROG US EQUITY ORD SHS M6191J100 1,821 40,000 SH   SOLE 0 40,000 0 0
NCNO US EQUITY COM 63947U107 6,591 110,000 SH   SOLE 0 110,000 0 0
OKTA US EQUITY CL A 679295105 7,340 30,000 SH   SOLE 0 30,000 0 0
PATH US EQUITY CL A 90364P105 8,152 120,000 SH   SOLE 0 120,000 0 0
SNOW US EQUITY CL A 833445109 7,254 30,000 SH   SOLE 0 30,000 0 0
TSLA US EQUITY COM 88160R101 20,391 30,000 SH   SOLE 0 30,000 0 0
TWLO US EQUITY CL A 90138F102 19,708 50,000 SH   SOLE 0 50,000 0 0