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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   4,322,808 16,200 SH   SOLE   0 0 0
ADVANCED MICRO DEVICES INC COM 007903107   9,715,500 150,000 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL A 02079K305   9,440,610 107,000 SH   SOLE   0 0 0
BLOCK INC CL A 852234103   2,953,480 47,000 SH   SOLE   0 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   11,631,130 34,300 SH   SOLE   0 0 0
CIENA CORP COM NEW 171779309   15,294,000 300,000 SH   SOLE   0 0 0
CIRRUS LOGIC INC COM 172755100   5,958,400 80,000 SH   SOLE   0 0 0
CISCO SYS INC COM 17275R102   11,910,000 250,000 SH   SOLE   0 0 0
DELL TECHNOLOGIES INC CL C 24703L202   10,055,000 250,000 SH   SOLE   0 0 0
DLOCAL LTD CLASS A COM G29018101   1,276,740 82,000 SH   SOLE   0 0 0
FISERV INC COM 337738108   8,590,950 85,000 SH   SOLE   0 0 0
FISKER INC CL A COM STK 33813J106   4,362,000 600,000 SH   SOLE   0 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   6,263,488 34,100 SH   SOLE   0 0 0
FLYWIRE CORPORATION COM VTG 302492103   1,859,720 76,000 SH   SOLE   0 0 0
GLOBAL PMTS INC COM 37940X102   6,674,304 67,200 SH   SOLE   0 0 0
JUNIPER NETWORKS INC COM 48203R104   28,764,000 900,000 SH   SOLE   0 0 0
KLA CORP COM NEW 482480100   11,310,900 30,000 SH   SOLE   0 0 0
META PLATFORMS INC CL A 30303M102   9,386,520 78,000 SH   SOLE   0 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   14,050,000 200,000 SH   SOLE   0 0 0
NETFLIX INC COM 64110L106   6,045,040 20,500 SH   SOLE   0 0 0
NVIDIA CORPORATION COM 67066G104   13,883,300 95,000 SH   SOLE   0 0 0
ON SEMICONDUCTOR CORP COM 682189105   9,355,500 150,000 SH   SOLE   0 0 0
PAYPAL HLDGS INC COM 70450Y103   5,341,500 75,000 SH   SOLE   0 0 0
PURE STORAGE INC CL A 74624M102   4,014,000 150,000 SH   SOLE   0 0 0
QUALCOMM INC COM 747525103   10,994,000 100,000 SH   SOLE   0 0 0
REMITLY GLOBAL INC COM 75960P104   1,431,250 125,000 SH   SOLE   0 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   1,843,000 100,000 SH   SOLE   0 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   15,579,850 55,000 SH   SOLE   0 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   1,801,000 100,000 SH   SOLE   0 0 0
SUNRUN INC COM 86771W105   8,407,000 350,000 SH   SOLE   0 0 0
TEXAS INSTRS INC COM 882508104   12,391,500 75,000 SH   SOLE   0 0 0
T-MOBILE US INC COM 872590104   5,740,000 41,000 SH   SOLE   0 0 0
TOAST INC CL A 888787108   2,470,110 137,000 SH   SOLE   0 0 0
UBER TECHNOLOGIES INC COM 90353T100   6,429,800 260,000 SH   SOLE   0 0 0
VISA INC COM CL A 92826C839   10,388,000 50,000 SH   SOLE   0 0 0