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 5,943 958,614 SH   SOLE N/A 958,614 0 0
ADVANCED MICRO DEVICES INC COM 007903107 18,737 228,530 SH   SOLE N/A 228,530 0 0
ANALOG DEVICES INC COM 032654105 12,212 104,609 SH   SOLE N/A 104,609 0 0
BILL COM HLDGS INC COM 090043100 32,225 321,254 SH   SOLE N/A 321,254 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 8,877 64,645 SH   SOLE N/A 64,645 0 0
DOCUSIGN INC COM 256163106 13,318 61,877 SH   SOLE N/A 61,877 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 22,789 574,040 SH   SOLE N/A 574,040 0 0
MICRON TECHNOLOGY INC COM 595112103 14,886 316,999 SH   SOLE N/A 316,999 0 0
MICROSOFT CORP COM 594918104 18,360 87,290 SH   SOLE N/A 87,290 0 0
MSCI INC COM 55354G100 17,728 49,688 SH   SOLE N/A 49,688 0 0
NORTONLIFELOCK INC COM 668771108 46,284 2,220,942 SH   SOLE N/A 2,220,942 0 0
NVIDIA CORPORATION COM 67066G104 20,411 37,713 SH   SOLE N/A 37,713 0 0
PEGASYSTEMS INC COM 705573103 32,517 268,645 SH   SOLE N/A 268,645 0 0
S&P GLOBAL INC COM 78409V104 21,710 60,205 SH   SOLE N/A 60,205 0 0
SEA LTD SPONSORD ADS 81141R100 15,278 99,181 SH   SOLE N/A 99,181 0 0