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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 125,079,500 | 350,000 | SH | SOLE | N/A | 350,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 238,340,000 | 1,000,000 | SH | SOLE | N/A | 1,000,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 144,600,000 | 200,000 | SH | SOLE | N/A | 200,000 | 0 | 0 | ||
| AXON ENTERPRISE INC | COM | 05464C101 | 112,122,000 | 200,000 | SH | SOLE | N/A | 200,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 98,730,000 | 1,500,000 | SH | SOLE | N/A | 1,500,000 | 0 | 0 | ||
| ENTEGRIS INC | COM | 29362U104 | 13,489,500 | 75,000 | SH | SOLE | N/A | 75,000 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 87,517,500 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 77,225,400 | 90,000 | SH | SOLE | N/A | 90,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 102,720,000 | 200,000 | SH | SOLE | N/A | 200,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 98,575,750 | 175,000 | SH | SOLE | N/A | 175,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 11,542,900 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 120,054,000 | 600,000 | SH | SOLE | N/A | 600,000 | 0 | 0 | ||
| REDDIT INC | CL A | 75734B100 | 43,395,000 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | ||
| ROBINHOOD MKTS INC | COM CL A | 770700102 | 30,084,000 | 300,000 | SH | SOLE | N/A | 300,000 | 0 | 0 | ||
| SITIME CORP | COM | 82982T106 | 11,183,400 | 15,000 | SH | SOLE | N/A | 15,000 | 0 | 0 | ||
| SNOWFLAKE INC | COM SHS | 833445109 | 38,175,000 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | ||
| TTM TECHNOLOGIES INC | COM | 87305R109 | 46,755,000 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 117,187,000 | 350,000 | SH | SOLE | N/A | 350,000 | 0 | 0 | ||