The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AMAZON COM INC | COM | 023135106 | 15,255 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 5,400 | 352,000 | SH | SOLE | 352,000 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 3,301 | 15,675 | SH | SOLE | 15,675 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 5,824 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 17,594 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 22,237 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| CIRRUS LOGIC INC | COM | 172755100 | 13,760 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 3,391 | 57,664 | SH | SOLE | 57,664 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 4,538 | 27,536 | SH | SOLE | 27,536 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 4,988 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
| FISKER INC | CL A COM STK | 33813J106 | 6,040 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| FLYWIRE CORPORATION | COM VTG | 302492103 | 5,051 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 7,726 | 71,500 | SH | SOLE | 71,500 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 20,896 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 12,949 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| NUVEI CORPORATION | SUB VTG SHS | 67079A102 | 1,826 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 12,466 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 2,306 | 14,082 | SH | SOLE | 14,082 | 0 | 0 | ||
| PAYCOM SOFTWARE INC | COM | 70432V102 | 5,796 | 17,563 | SH | SOLE | 17,563 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 17,042 | 198,000 | SH | SOLE | 198,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 15,817 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| REMITLY GLOBAL INC | COM | 75960P104 | 6,338 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 3,785 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 3,155 | 8,356 | SH | SOLE | 8,356 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 2,158 | 62,812 | SH | SOLE | 62,812 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 19,674 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| SUNPOWER CORP | COM | 867652406 | 2,880 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 5,518 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 3,706 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| TOAST INC | CL A | 888787108 | 2,759 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 2,794 | 18,355 | SH | SOLE | 18,355 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 3,909 | 23,784 | SH | SOLE | 23,784 | 0 | 0 | ||