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
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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
Kla Corp COM NEW 482480100   278 475 SH   SOLE   475 0 0
Palo Alto Networks Inc COM 697435105   55,223 186,500 SH   SOLE   186,500 0 0
Apple Inc COM 037833100   39,665 205,000 SH   SOLE   205,000 0 0
Amazon Com Inc COM 023135106   47,264 308,000 SH   SOLE   308,000 0 0
Veeva Sys Inc CL A COM 922475108   33,347 170,287 SH   SOLE   170,287 0 0
Autodesk Inc COM 052769106   29,278 119,345 SH   SOLE   119,345 0 0
International Business Machs COM 459200101   36,038 220,000 SH   SOLE   220,000 0 0
Intuit COM 461202103   37,808 60,000 SH   SOLE   60,000 0 0
Cognizant Technology Solutio CL A 192446102   18,483 244,000 SH   SOLE   244,000 0 0
Oracle Corp COM 68389X105   27,547 260,000 SH   SOLE   260,000 0 0
Alphabet Inc Cap Stk CL A 02079K305   57,674 411,577 SH   SOLE   411,577 0 0
Omnicell Com COM 68213N109   1,077 28,000 SH   SOLE   28,000 0 0
Microchip Technology Inc. COM 595017104   37,909 416,600 SH   SOLE   416,600 0 0
Advanced Micro Devices Inc COM 007903107   23,767 158,166 SH   SOLE   158,166 0 0
Salesforce Inc COM 79466L302   46,704 175,900 SH   SOLE   175,900 0 0
Nvidia Corporation COM 67066G104   15,279 30,663 SH   SOLE   30,663 0 0
Mastercard Incorporated CL A 57636Q104   36,830 86,177 SH   SOLE   86,177 0 0
Varonis Sys Inc COM 922280102   1,620 35,500 SH   SOLE   35,500 0 0
Sps Comm Inc COM 78463M107   2,446 12,442 SH   SOLE   12,442 0 0
Verint Sys Inc COM 92343X100   1,209 44,200 SH   SOLE   44,200 0 0
Adobe Inc COM 00724F101   44,715 74,527 SH   SOLE   74,527 0 0
Fortinet Inc COM 34959E109   22,968 388,067 SH   SOLE   388,067 0 0
Qualys Inc COM 74758T303   2,968 15,008 SH   SOLE   15,008 0 0
Electronic Arts Inc COM 285512109   22,362 163,200 SH   SOLE   163,200 0 0
Moodys Corp COM 615369105   277 708 SH   SOLE   708 0 0
Norfolk Southn Corp COM 655844108   259 1,095 SH   SOLE   1,095 0 0
Union Pac Corp COM 907818108   253 1,031 SH   SOLE   1,031 0 0
First Solar Inc COM 336433107   11,366 65,400 SH   SOLE   65,400 0 0
Csx Corp COM 126408103   250 7,200 SH   SOLE   7,200 0 0
Copart Inc COM 217204106   244 4,979 SH   SOLE   4,979 0 0
Amdocs Ltd SHS G02602103   24,678 280,000 SH   SOLE   280,000 0 0
Microsoft Corp COM 594918104   74,976 199,000 SH   SOLE   199,000 0 0
Cyberark Software Ltd SHS M2682V108   3,053 13,850 SH   SOLE   13,850 0 0