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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLOVIN CORP COM CL A 03831W108   1,655,576 2,457 SH   SOLE N/A 2,457 0 0
BILL HOLDINGS INC COM 090043100   8,459,154 155,100 SH   SOLE N/A 155,100 0 0
BOOKING HOLDINGS INC COM 09857L108   4,198,579 784 SH   SOLE N/A 784 0 0
BROADCOM INC COM 11135F101   1,433,892 4,143 SH   SOLE N/A 4,143 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   9,764,274 406,506 SH   SOLE N/A 406,506 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   570,274 5,789 SH   SOLE N/A 5,789 0 0
MICRON TECHNOLOGY INC COM 595112103   9,833,231 34,453 SH   SOLE N/A 34,453 0 0
MOODYS CORP COM 615369105   2,019,390 3,953 SH   SOLE N/A 3,953 0 0
NVIDIA CORPORATION COM 67066G104   10,339,933 55,442 SH   SOLE N/A 55,442 0 0
ON SEMICONDUCTOR CORP COM 682189105   6,682,489 123,407 SH   SOLE N/A 123,407 0 0
S&P GLOBAL INC COM 78409V104   11,799,560 22,579 SH   SOLE N/A 22,579 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   11,809,319 20,336 SH   SOLE N/A 20,336 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   11,576,993 38,096 SH   SOLE N/A 38,096 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   10,088,094 39,402 SH   SOLE N/A 39,402 0 0