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 | 27,337 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Advanced Micro Devices Inc | COM | 007903107 | 22,961 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL A | 02079K305 | 62,580 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL C | 02079K107 | 12,641 | 4,526 | SH | SOLE | 4,526 | 0 | 0 | ||
| Amazon Com Inc | COM | 023135106 | 53,463 | 16,400 | SH | SOLE | 16,400 | 0 | 0 | ||
| Amdocs Ltd | SHS | G02602103 | 23,019 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| Apple Inc | COM | 037833100 | 49,764 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| Autodesk Inc | COM | 052769106 | 17,148 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| Cisco Sys Inc | COM | 17275R102 | 8,364 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Cognizant Technology Solutio | CL A | 192446102 | 12,105 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| Cyberark Software Ltd | SHS | M2682V108 | 3,038 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| Electronic Arts Inc | COM | 285512109 | 17,079 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| International Business Machs | COM | 459200101 | 26,004 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Intuit | COM | 461202103 | 28,850 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Mandiant Inc | COM | 562662106 | 12,382 | 555,000 | SH | SOLE | 555,000 | 0 | 0 | ||
| Mastercard Incorporated | CL A | 57636Q104 | 27,518 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| Meta Platforms Inc | CL A | 30303M102 | 10,451 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| Microchip Technology Inc. | COM | 595017104 | 33,813 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 76,153 | 247,000 | SH | SOLE | 247,000 | 0 | 0 | ||
| New Relic Inc | COM | 64829B100 | 1,137 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| Nvidia Corporation | COM | 67066G104 | 24,557 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| Omnicell Com | COM | 68213N109 | 2,590 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Oracle Corp | COM | 68389X105 | 21,510 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| Palo Alto Networks Inc | COM | 697435105 | 35,172 | 56,500 | SH | SOLE | 56,500 | 0 | 0 | ||
| Paypal Hldgs Inc | COM | 70450Y103 | 8,096 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Ping Identity Hldg Corp | COM | 72341T103 | 3,429 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Sps Comm Inc | COM | 78463M107 | 3,018 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| Salesforce Com Inc | COM | 79466L302 | 29,725 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| Upland Software Inc | COM | 91544A109 | 2,569 | 145,865 | SH | SOLE | 145,865 | 0 | 0 | ||
| Varonis Sys Inc | COM | 922280102 | 2,068 | 43,500 | SH | SOLE | 43,500 | 0 | 0 | ||
| Veeva Sys Inc | CL A COM | 922475108 | 15,935 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| Verint Sys Inc | COM | 92343X100 | 2,844 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| Viavi Solutions Inc | COM | 925550105 | 3,216 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Disney Walt Co | COM | 254687106 | 26,746 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| Ebay Inc. | COM | 278642103 | 15,747 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||