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 |
| AMAZON COM INC | COM | 023135106 | 10,329,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| AT&T INC | COM | 00206R102 | 19,250,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 14,248,320 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | |||
| BILL HOLDINGS INC | COM | 090043100 | 2,434,200 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 7,551,500 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| CIENA CORP | COM NEW | 171779309 | 10,504,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| COMCAST CORP NEW | CL A | 20030N101 | 7,582,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| CORNING INC | COM | 219350105 | 12,348,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| ELECTRONIC ARTS INC | COM | 285512109 | 7,227,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| EPAM SYS INC | COM | 29414B104 | 8,970,000 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| FISERV INC | COM | 337738108 | 11,303,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| GLOBAL PMTS INC | COM | 37940X102 | 15,786,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| INTEL CORP | COM | 458140100 | 6,534,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| JUNIPER NETWORKS INC | COM | 48203R104 | 27,536,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| LAM RESEARCH CORP | COM | 512807108 | 5,301,200 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| MARQETA INC | CLASS A COM | 57142B104 | 4,021,600 | 880,000 | SH | SOLE | 880,000 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 14,072,500 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | |||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 11,265,710 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 17,591,020 | 83,000 | SH | SOLE | 83,000 | 0 | 0 | |||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 8,378,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 8,982,480 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 12,499,650 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | |||
| PAYPAL HLDGS INC | COM | 70450Y103 | 8,733,100 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | |||
| PURE STORAGE INC | CL A | 74624M102 | 7,653,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| QUALCOMM INC | COM | 747525103 | 29,981,300 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | |||
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 5,418,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 6,079,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| SUNNOVA ENERGY INTL INC. | COM | 86745K104 | 1,562,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| SUNRUN INC | COM | 86771W105 | 8,060,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| T-MOBILE US INC | COM | 872590104 | 15,208,200 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | |||
| TOAST INC | CL A | 888787108 | 6,833,750 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 14,265,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 8,607,000 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | |||
| WESTERN UN CO | COM | 959802109 | 6,411,250 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | |||