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 |
| ADOBE INC | COM | 00724F101 | 3,532,200 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | |||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 10,829,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| ARISTA NETWORKS INC | COM | 040413106 | 7,516,282 | 25,920 | SH | SOLE | 25,920 | 0 | 0 | |||
| ATLASSIAN CORPORATION | CL A | 049468101 | 5,853,300 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| CLOUDFLARE INC | CL A COM | 18915M107 | 3,873,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| DATADOG INC | CL A COM | 23804L103 | 988,800 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | |||
| DYNATRACE INC | COM NEW | 268150109 | 6,501,600 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| INTEL CORP | COM | 458140100 | 4,417,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 4,252,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| MONGODB INC | CL A | 60937P106 | 8,284,584 | 23,100 | SH | SOLE | 23,100 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 3,049,600 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | |||
| TERADYNE INC | COM | 880770102 | 5,641,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 4,586,250 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||