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
ADVANCED MICRO DEVICES INC COM 007903107 15,177 161,581 SH   SOLE N/A 161,581 0 0
ALPHABET INC CAP STK CL C 02079K107 13,411 5,351 SH   SOLE N/A 5,351 0 0
ANALOG DEVICES INC COM 032654105 14,733 85,576 SH   SOLE N/A 85,576 0 0
BILL COM HLDGS INC COM 090043100 15,638 85,369 SH   SOLE N/A 85,369 0 0
BROOKS AUTOMATION INC NEW COM 114340102 10,833 113,693 SH   SOLE N/A 113,693 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 6,963 45,166 SH   SOLE N/A 45,166 0 0
LAM RESEARCH CORP COM 512807108 9,320 14,323 SH   SOLE N/A 14,323 0 0
MARVELL TECHNOLOGY INC COM 573874104 15,434 264,602 SH   SOLE N/A 264,602 0 0
MICRON TECHNOLOGY INC COM 595112103 6,840 80,487 SH   SOLE N/A 80,487 0 0
MOODYS CORP COM 615369105 10,608 29,275 SH   SOLE N/A 29,275 0 0
NORTONLIFELOCK INC COM 668771108 18,516 680,246 SH   SOLE N/A 680,246 0 0
NVIDIA CORPORATION COM 67066G104 12,514 15,641 SH   SOLE N/A 15,641 0 0
S&P GLOBAL INC COM 78409V104 12,561 30,603 SH   SOLE N/A 30,603 0 0
SEA LTD SPONSORD ADS 81141R100 10,098 36,774 SH   SOLE N/A 36,774 0 0
SNOWFLAKE INC CL A 833445109 10,916 45,144 SH   SOLE N/A 45,144 0 0
TWILIO INC CL A 90138F102 10,897 27,647 SH   SOLE N/A 27,647 0 0
ZILLOW GROUP INC CL A 98954M101 5,099 41,613 SH   SOLE N/A 41,613 0 0