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    <nameOfIssuer>Kla Corp</nameOfIssuer>
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    <nameOfIssuer>Palo Alto Networks Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>697435105</cusip>
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    <nameOfIssuer>Apple Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>037833100</cusip>
    <value>39665</value>
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    <nameOfIssuer>Amazon Com Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>47264</value>
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    <titleOfClass>CL A COM</titleOfClass>
    <cusip>922475108</cusip>
    <value>33347</value>
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    <nameOfIssuer>Autodesk Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>29278</value>
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    <nameOfIssuer>International Business Machs</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>459200101</cusip>
    <value>36038</value>
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      <Sole>220000</Sole>
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    <nameOfIssuer>Intuit</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>461202103</cusip>
    <value>37808</value>
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      <sshPrnamt>60000</sshPrnamt>
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    <nameOfIssuer>Cognizant Technology Solutio</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>192446102</cusip>
    <value>18483</value>
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    <nameOfIssuer>Oracle Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>68389X105</cusip>
    <value>27547</value>
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    <nameOfIssuer>Alphabet Inc Cap Stk</nameOfIssuer>
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    <cusip>02079K305</cusip>
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    <nameOfIssuer>Omnicell Com</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>68213N109</cusip>
    <value>1077</value>
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    <nameOfIssuer>Microchip Technology Inc.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>595017104</cusip>
    <value>37909</value>
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    <nameOfIssuer>Advanced Micro Devices Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>007903107</cusip>
    <value>23767</value>
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    <nameOfIssuer>Salesforce Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>79466L302</cusip>
    <value>46704</value>
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    <nameOfIssuer>Nvidia Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67066G104</cusip>
    <value>15279</value>
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      <sshPrnamt>30663</sshPrnamt>
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    <nameOfIssuer>Mastercard Incorporated</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>57636Q104</cusip>
    <value>36830</value>
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      <sshPrnamt>86177</sshPrnamt>
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      <Sole>86177</Sole>
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    <nameOfIssuer>Varonis Sys Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>922280102</cusip>
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    <nameOfIssuer>Sps Comm Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78463M107</cusip>
    <value>2446</value>
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    <nameOfIssuer>Verint Sys Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92343X100</cusip>
    <value>1209</value>
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    <nameOfIssuer>Adobe Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00724F101</cusip>
    <value>44715</value>
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    <nameOfIssuer>Fortinet Inc</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
    <cusip>74758T303</cusip>
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    <nameOfIssuer>Electronic Arts Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>22362</value>
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    <value>250</value>
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    <nameOfIssuer>Amdocs Ltd</nameOfIssuer>
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    <nameOfIssuer>Microsoft Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>Cyberark Software Ltd</nameOfIssuer>
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    <cusip>M2682V108</cusip>
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