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
AKAMAI TECHNOLOGIES INC COM 00971T101   29,482,473 337,908 SH   SOLE N/A 337,908 0 0
ALPHABET INC CAP STK CL A 02079K305   88,137,357 281,589 SH   SOLE N/A 281,589 0 0
AMAZON COM INC COM 023135106   234,654,151 1,016,611 SH   SOLE N/A 1,016,611 0 0
AMKOR TECHNOLOGY INC COM 031652100   13,340,608 337,908 SH   SOLE N/A 337,908 0 0
CARVANA CO CL A 146869102   95,069,289 225,272 SH   SOLE N/A 225,272 0 0
ELASTIC N V ORD SHS N14506104   29,740,334 394,225 SH   SOLE N/A 394,225 0 0
FABRINET SHS G3323L100   51,427,063 112,957 SH   SOLE N/A 112,957 0 0
GUARDANT HEALTH INC COM 40131M109   28,761,500 281,589 SH   SOLE N/A 281,589 0 0
LUMENTUM HLDGS INC COM 55024U109   49,819,730 135,163 SH   SOLE N/A 135,163 0 0
MASTERCARD INCORPORATED CL A 57636Q104   128,968,643 225,912 SH   SOLE N/A 225,912 0 0
META PLATFORMS INC CL A 30303M102   192,395,772 291,469 SH   SOLE N/A 291,469 0 0
MONGODB INC CL A 60937P106   42,544,815 101,372 SH   SOLE N/A 101,372 0 0
NVIDIA CORPORATION COM 67066G104   147,464,991 790,697 SH   SOLE N/A 790,697 0 0
SITIME CORP COM 82982T106   31,825,245 90,108 SH   SOLE N/A 90,108 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   65,760,762 113,242 SH   SOLE N/A 113,242 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   64,050,167 395,347 SH   SOLE N/A 395,347 0 0
WERIDE INC SPONSORED ADS 950915108   11,795,269 1,358,902 SH   SOLE N/A 1,358,902 0 0