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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Adobe Systems Incorporated | COM | 00724F101 | 34,024 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Advanced Micro Devices Inc | COM | 007903107 | 36,695 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL A | 02079K305 | 65,183 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL C | 02079K107 | 15,990 | 5,526 | SH | SOLE | 5,526 | 0 | 0 | ||
| Amazon Com Inc | COM | 023135106 | 56,017 | 16,800 | SH | SOLE | 16,800 | 0 | 0 | ||
| Amdocs Ltd | SHS | G02602103 | 19,833 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| Apple Inc | COM | 037833100 | 55,935 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| Autodesk Inc | COM | 052769106 | 22,495 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| Cisco Sys Inc | COM | 17275R102 | 12,674 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Cyberark Software Ltd | SHS | M2682V108 | 3,119 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| Electronic Arts Inc | COM | 285512109 | 17,807 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| International Business Machs | COM | 459200101 | 26,732 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Intuit | COM | 461202103 | 38,593 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Fireeye Inc | COM | 31816Q101 | 10,787 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
| Mastercard Incorporated | CL A | 57636Q104 | 31,261 | 87,000 | SH | SOLE | 87,000 | 0 | 0 | ||
| Meta Platforms Inc | CL A | 30303M102 | 30,944 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
| Microchip Technology Inc. | COM | 595017104 | 39,177 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 88,452 | 263,000 | SH | SOLE | 263,000 | 0 | 0 | ||
| Mimecast Ltd | ORD SHS | G14838109 | 3,740 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| New Relic Inc | COM | 64829B100 | 2,419 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| Nvidia Corporation | COM | 67066G104 | 24,999 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| Omnicell Com | COM | 68213N109 | 3,609 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Oracle Corp | COM | 68389X105 | 22,675 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| Palo Alto Networks Inc | COM | 697435105 | 42,314 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | ||
| Paypal Hldgs Inc | COM | 70450Y103 | 13,201 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Ping Identity Hldg Corp | COM | 72341T103 | 3,890 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| Sps Comm Inc | COM | 78463M107 | 3,132 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| Salesforce Com Inc | COM | 79466L302 | 34,308 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| Upland Software Inc | COM | 91544A109 | 2,458 | 137,000 | SH | SOLE | 137,000 | 0 | 0 | ||
| Varonis Sys Inc | COM | 922280102 | 1,829 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| Veeva Sys Inc | CL A COM | 922475108 | 16,606 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| Verint Sys Inc | COM | 92343X100 | 3,361 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
| Viavi Solutions Inc | COM | 925550105 | 4,405 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Disney Walt Co | COM | 254687106 | 25,557 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| Ebay Inc. | COM | 278642103 | 18,288 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||