The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 7,370,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| ARISTA NETWORKS INC | COM | 040413106 | 5,652,240 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | |||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 2,270,760 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | |||
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 1,678,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| CHEWY INC | CL A | 16679L109 | 3,071,900 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| CONFLUENT INC | CLASS A COM | 20717M103 | 1,638,000 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| COUCHBASE INC | COM | 22207T101 | 1,216,080 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | |||
| FORTINET INC | COM | 34959E109 | 6,438,300 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 4,601,480 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 3,008,320 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | |||
| MONDAY COM LTD | SHS | M7S64H106 | 3,004,960 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | |||
| MONGODB INC | CL A | 60937P106 | 7,768,150 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | |||
| OKTA INC | CL A | 679295105 | 3,530,761 | 39,001 | SH | SOLE | 39,001 | 0 | 0 | |||
| ORACLE CORP | COM | 68389X105 | 2,108,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| PAYCOM SOFTWARE INC | COM | 70432V102 | 2,067,200 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| SMARTSHEET INC | COM CL A | 83200N103 | 3,825,600 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| TERADYNE INC | COM | 880770102 | 5,849,228 | 53,900 | SH | SOLE | 53,900 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 2,427,840 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | |||
| UNITY SOFTWARE INC | COM | 91332U101 | 3,352,980 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | |||