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 |
| AMPLITUDE INC | COM CL A | 03213A104 | BBG012CDTZY6 | 14,173,497 | 1,580,100 | SH | SOLE | 0 | 1,580,100 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | BBG000BVPV84 | 11,179,800 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
| AGORA INC | ADS | 00851L103 | BBG00V9VKFB5 | 268,074 | 111,234 | SH | SOLE | 0 | 111,234 | 0 | 0 | |
| BRAZE INC | COM CL A | 10576N102 | BBG00294NX45 | 31,208,100 | 965,000 | SH | SOLE | 0 | 965,000 | 0 | 0 | |
| CONFLUENT INC | CLASS A COM | 20717M103 | BBG007HWGYQ5 | 62,980,314 | 3,090,300 | SH | SOLE | 0 | 3,090,300 | 0 | 0 | |
| ELASTIC N V | ORD SHS | N14506104 | BBG00LWZDYB9 | 88,596,392 | 1,154,200 | SH | SOLE | 0 | 1,154,200 | 0 | 0 | |
| FIVE9 INC | COM | 338307101 | BBG001KHJM17 | 5,875,285 | 204,500 | SH | SOLE | 0 | 204,500 | 0 | 0 | |
| JFROG LTD | ORD SHS | M6191J100 | BBG006PWZX16 | 120,445,956 | 4,147,588 | SH | SOLE | 0 | 4,147,588 | 0 | 0 | |
| FRESHWORKS INC | CLASS A COM | 358054104 | BBG0029KYGL5 | 13,546,400 | 1,180,000 | SH | SOLE | 0 | 1,180,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JX6 | 11,609,500 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | |
| JAMF HLDG CORP | COM | 47074L105 | BBG00VSYYVB8 | 12,544,206 | 723,009 | SH | SOLE | 0 | 723,009 | 0 | 0 | |
| LYFT INC | CL A COM | 55087P104 | BBG004M9ZHX5 | 7,140,000 | 560,000 | SH | SOLE | 0 | 560,000 | 0 | 0 | |
| MARQETA INC | CLASS A COM | 57142B104 | BBG0112Z87D8 | 3,419,400 | 695,000 | SH | SOLE | 0 | 695,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | BBG000BPH459 | 10,757,500 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
| CLOUDFLARE INC | CL A COM | 18915M107 | BBG001WMKHH5 | 101,516,950 | 1,255,000 | SH | SOLE | 0 | 1,255,000 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | BBG000BBJQV0 | 6,072,000 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| OKTA INC | CL A | 679295105 | BBG001YV1SM4 | 57,985,200 | 780,000 | SH | SOLE | 0 | 780,000 | 0 | 0 | |
| PAGERDUTY INC | COM | 69553P100 | BBG0043BYPB8 | 10,202,500 | 550,000 | SH | SOLE | 0 | 550,000 | 0 | 0 | |
| SNOWFLAKE INC | CL A | 833445109 | BBG007DHGNJ4 | 82,435,022 | 717,700 | SH | SOLE | 0 | 717,700 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG000BD8ZK0 | 41,680,800 | 240,000 | SH | SOLE | 0 | 240,000 | 0 | 0 | |
| UNITY SOFTWARE INC | COM | 91332U101 | BBG0056JW5G6 | 13,244,010 | 585,500 | SH | SOLE | 0 | 585,500 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | BBG000VC0T95 | 6,110,250 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
| ZSCALER INC | COM | 98980G102 | BBG003338H34 | 52,991,400 | 310,000 | SH | SOLE | 0 | 310,000 | 0 | 0 | |