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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   100,646,000 350,000 SH   SOLE N/A 350,000 0 0
AMAZON COM INC COM 023135106   208,270,000 1,000,000 SH   SOLE N/A 1,000,000 0 0
APPLIED MATLS INC COM 038222105   68,358,000 200,000 SH   SOLE N/A 200,000 0 0
AXON ENTERPRISE INC COM 05464C101   84,938,000 200,000 SH   SOLE N/A 200,000 0 0
CARVANA CO CL A 146869102   94,314,000 300,000 SH   SOLE N/A 300,000 0 0
CLOUDFLARE INC CL A COM 18915M107   41,268,000 200,000 SH   SOLE N/A 200,000 0 0
FABRINET SHS G3323L100   39,114,000 75,000 SH   SOLE N/A 75,000 0 0
GUARDANT HEALTH INC COM 40131M109   27,711,000 300,000 SH   SOLE N/A 300,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   70,592,500 250,000 SH   SOLE N/A 250,000 0 0
LUMENTUM HLDGS INC COM 55024U109   98,386,400 140,000 SH   SOLE N/A 140,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   112,423,500 225,000 SH   SOLE N/A 225,000 0 0
META PLATFORMS INC CL A 30303M102   176,205,170 307,981 SH   SOLE N/A 307,981 0 0
MONGODB INC CL A 60937P106   13,462,350 55,000 SH   SOLE N/A 55,000 0 0
NVIDIA CORPORATION COM 67066G104   104,640,000 600,000 SH   SOLE N/A 600,000 0 0
SITIME CORP COM 82982T106   31,081,500 90,000 SH   SOLE N/A 90,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   72,736,500 150,000 SH   SOLE N/A 150,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   87,703,000 350,000 SH   SOLE N/A 350,000 0 0