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
Estimated average burden
hours per response: 23.8
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 6,797 1,070,386 SH   SOLE N/A 1,070,386 0 0
ADVANCED MICRO DEVICES INC COM 007903107 14,293 271,683 SH   SOLE N/A 271,683 0 0
ANALOG DEVICES INC COM 032654105 21,111 172,139 SH   SOLE N/A 172,139 0 0
BILL COM HLDGS INC COM 090043100 20,132 223,171 SH   SOLE N/A 223,171 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 22,447 223,825 SH   SOLE N/A 223,825 0 0
DOCUSIGN INC COM 256163106 15,079 87,562 SH   SOLE N/A 87,562 0 0
LIVONGO HEALTH INC COM 539183103 1,907 25,357 SH   SOLE N/A 25,357 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 6,886 196,410 SH   SOLE N/A 196,410 0 0
MICROSOFT CORP COM 594918104 19,225 94,466 SH   SOLE N/A 94,466 0 0
MSCI INC COM 55354G100 16,416 49,175 SH   SOLE N/A 49,175 0 0
NORTONLIFELOCK INC COM 668771108 36,055 1,818,229 SH   SOLE N/A 1,818,229 0 0
NVIDIA CORPORATION COM 67066G104 20,141 53,015 SH   SOLE N/A 53,015 0 0
NXP SEMICONDUCTORS N V COM N6596X109 7,466 65,465 SH   SOLE N/A 65,465 0 0
PEGASYSTEMS INC COM 705573103 27,387 270,700 SH   SOLE N/A 270,700 0 0
S&P GLOBAL INC COM 78409V104 16,559 50,258 SH   SOLE N/A 50,258 0 0
TRADEWEB MKTS INC CL A 892672106 11,219 192,960 SH   SOLE N/A 192,960 0 0
TYLER TECHNOLOGIES INC COM 902252105 11,128 32,081 SH   SOLE N/A 32,081 0 0