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
TERADYNE INC COM 880770102 4,388 49,000 SH   SOLE   49,000 0 0
FORTINET INC COM 34959E109 4,979 88,000 SH   SOLE   88,000 0 0
MONGODB INC CL A 60937P106 3,893 15,000 SH   SOLE   15,000 0 0
WORKDAY INC CL A 98138H101 4,187 30,000 SH   SOLE   30,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,897 20,000 SH   SOLE   20,000 0 0
NVIDIA CORPORATION COM 67066G104 4,699 31,000 SH   SOLE   31,000 0 0
BILL COM HLDGS INC COM 090043100 4,947 45,000 SH   SOLE   45,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 6,882 90,000 SH   SOLE   90,000 0 0
JD.COM INC SPON ADR CL A 47215P106 1,734 27,000 SH   SOLE   27,000 0 0