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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
111 INC ADS 68247Q102 6,691 1,012,287 SH   SOLE N/A 1,012,287 0 0
ADVANCED MICRO DEVICES INC COM 007903107 8,719 191,707 SH   SOLE N/A 191,707 0 0
ANALOG DEVICES INC COM 032654105 23,756 264,981 SH   SOLE N/A 264,981 0 0
MICROSOFT CORP COM 594918104 17,969 113,936 SH   SOLE N/A 113,936 0 0
MSCI INC COM 55354G100 12,396 42,900 SH   SOLE N/A 42,900 0 0
NORTONLIFELOCK INC COM 668771108 36,576 1,954,904 SH   SOLE N/A 1,954,904 0 0
NVIDIA CORP COM 67066G104 13,233 50,200 SH   SOLE N/A 50,200 0 0
NXP SEMICONDUCTORS N V COM N6596X109 5,973 72,027 SH   SOLE N/A 72,027 0 0
PEGASYSTEMS INC COM 705573103 25,649 360,094 SH   SOLE N/A 360,094 0 0
S&P GLOBAL INC COM 78409V104 16,267 66,382 SH   SOLE N/A 66,382 0 0
SERVICENOW INC COM 81762P102 7,574 26,428 SH   SOLE N/A 26,428 0 0
TRADEWEB MKTS INC CL A 892672106 7,162 170,352 SH   SOLE N/A 170,352 0 0
TYLER TECHNOLOGIES INC COM 902252105 13,478 45,449 SH   SOLE N/A 45,449 0 0