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
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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
ALPHABET INC CAP STK CL A 02079K305   10,895,820 78,000 SH   SOLE   78,000 0 0
AMAZON COM INC COM 023135106   28,108,900 185,000 SH   SOLE   185,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   7,560,000 450,000 SH   SOLE   450,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   22,707,600 30,000 SH   SOLE   30,000 0 0
AT&T INC COM 00206R102   16,780,000 1,000,000 SH   SOLE   1,000,000 0 0
AURORA INNOVATION INC CLASS A COM 051774107   3,496,000 800,000 SH   SOLE   800,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   15,376,020 66,000 SH   SOLE   66,000 0 0
BILL HOLDINGS INC COM 090043100   4,936,195 60,500 SH   SOLE   60,500 0 0
BLOCK INC CL A 852234103   7,502,950 97,000 SH   SOLE   97,000 0 0
CALIX INC COM 13100M509   6,553,500 150,000 SH   SOLE   150,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   6,413,220 16,500 SH   SOLE   16,500 0 0
CIENA CORP COM NEW 171779309   14,628,250 325,000 SH   SOLE   325,000 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   1,756,000 400,000 SH   SOLE   400,000 0 0
ENOVIX CORPORATION COM 293594107   3,130,000 250,000 SH   SOLE   250,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   6,678,760 44,000 SH   SOLE   44,000 0 0
F5 INC COM 315616102   5,369,400 30,000 SH   SOLE   30,000 0 0
FIRST SOLAR INC COM 336433107   16,366,600 95,000 SH   SOLE   95,000 0 0
FISERV INC COM 337738108   21,918,600 165,000 SH   SOLE   165,000 0 0
FLEX LTD ORD Y2573F102   27,414,000 900,000 SH   SOLE   900,000 0 0
FORMFACTOR INC COM 346375108   13,555,750 325,000 SH   SOLE   325,000 0 0
GLOBAL PMTS INC COM 37940X102   15,875,000 125,000 SH   SOLE   125,000 0 0
GLOBANT S A COM L44385109   9,519,200 40,000 SH   SOLE   40,000 0 0
HP INC COM 40434L105   16,549,500 550,000 SH   SOLE   550,000 0 0
IMPINJ INC COM 453204109   14,404,800 160,000 SH   SOLE   160,000 0 0
MARQETA INC CLASS A COM 57142B104   4,537,000 650,000 SH   SOLE   650,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   27,296,640 64,000 SH   SOLE   64,000 0 0
MERCADOLIBRE INC COM 58733R102   7,684,831 4,890 SH   SOLE   4,890 0 0
META PLATFORMS INC CL A 30303M102   21,591,560 61,000 SH   SOLE   61,000 0 0
MICRON TECHNOLOGY INC COM 595112103   11,520,900 135,000 SH   SOLE   135,000 0 0
MICROSOFT CORP COM 594918104   20,682,200 55,000 SH   SOLE   55,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   8,664,000 200,000 SH   SOLE   200,000 0 0
NVIDIA CORPORATION COM 67066G104   19,808,800 40,000 SH   SOLE   40,000 0 0
ON SEMICONDUCTOR CORP COM 682189105   12,529,500 150,000 SH   SOLE   150,000 0 0
ORACLE CORP COM 68389X105   16,341,650 155,000 SH   SOLE   155,000 0 0
PAYCOM SOFTWARE INC COM 70432V102   7,441,920 36,000 SH   SOLE   36,000 0 0
PAYLOCITY HLDG CORP COM 70438V106   1,236,375 7,500 SH   SOLE   7,500 0 0
PINTEREST INC CL A 72352L106   1,939,451 52,361 SH   SOLE   52,361 0 0
QUALCOMM INC COM 747525103   23,863,950 165,000 SH   SOLE   165,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   4,692,000 200,000 SH   SOLE   200,000 0 0
SEMTECH CORP COM 816850101   10,078,600 460,000 SH   SOLE   460,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,358,965 7,232 SH   SOLE   7,232 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,487,482 15,455 SH   SOLE   15,455 0 0
TOAST INC CL A 888787108   6,025,800 330,000 SH   SOLE   330,000 0 0
TRANSUNION COM 89400J107   15,116,200 220,000 SH   SOLE   220,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   13,545,400 220,000 SH   SOLE   220,000 0 0
VISA INC COM CL A 92826C839   6,899,275 26,500 SH   SOLE   26,500 0 0
WESTERN DIGITAL CORP. COM 958102105   36,659,000 700,000 SH   SOLE   700,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   13,666,500 50,000 SH   SOLE   50,000 0 0