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

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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
ADVANCED MICRO DEVICES INC COM 007903107 BBG000BBQCY0 9,819,378 54,404 SH   SOLE   54,404 0 0
APPLE INC COM 037833100 BBG000B9XRY4 13,616,026 79,403 SH   SOLE   79,403 0 0
BROADCOM INC COM 11135F101 BBG00KHY5S69 3,790,673 2,860 SH   SOLE   2,860 0 0
CLOUDFLARE INC CL A COM 18915M107 BBG001WMKHH5 2,338,251 24,148 SH   SOLE   24,148 0 0
COUPANG INC CL A 22266T109 BBG00XMJRPQ8 423,580 23,810 SH   SOLE   23,810 0 0
HUBSPOT INC COM 443573100 BBG000N7MZ06 4,755,590 7,590 SH   SOLE   7,590 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG000BSWKH7 34,630,560 77,995 SH   SOLE   77,995 0 0
LAS VEGAS SANDS CORP COM 517834107 BBG000JWD753 449,790 8,700 SH   SOLE   8,700 0 0
LYFT INC CL A COM 55087P104 BBG004M9ZHX5 2,467,125 127,500 SH   SOLE   127,500 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 BBG000BHP8J4 648,655 89,966 SH   SOLE   89,966 0 0
MERCADOLIBRE INC COM 58733R102 BBG000GQPB11 3,728,493 2,466 SH   SOLE   2,466 0 0
MICROSOFT CORP COM 594918104 BBG000BPH459 26,605,071 63,237 SH   SOLE   63,237 0 0
MONDAY COM LTD SHS M7S64H106 BBG00GF8K4W4 19,923,767 88,209 SH   SOLE   88,209 0 0
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 12,360,701 13,680 SH   SOLE   13,680 0 0
ON HLDG AG NAMEN AKT A H5919C104 BBG00LQK89F6 10,328,165 291,921 SH   SOLE   291,921 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 23,318,461 44,580 SH   SOLE   44,580 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 21,029,819 273,150 SH   SOLE   273,150 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG000BV7ZQ5 27,590,524 122,630 SH   SOLE   122,630 0 0
VISA INC COM CL A 92826C839 BBG000PSKYX7 4,897,854 17,550 SH   SOLE   17,550 0 0