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 |
| AMAZON COM INC | COM | 023135106 | 51,645,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| AMPLITUDE INC | COM CL A | 03213A104 | 43,540,000 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | |||
| ATLASSIAN CORPORATION | CL A | 049468101 | 102,702,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 96,082,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| DATADOG INC | CL A COM | 23804L103 | 72,660,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| FIVE9 INC | COM | 338307101 | 79,519,000 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | |||
| MATCH GROUP INC NEW | COM | 57667L107 | 95,975,000 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | |||
| MATCH GROUP INC NEW | COM | 57667L107 | 38,390,000 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 180,149,000 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 72,075,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 155,466,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| OKTA INC | CL A | 679295105 | 120,736,000 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | |||
| ROBLOX CORP | CL A | 771049103 | 101,205,000 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 113,874,600 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | |||
| SNAP INC | CL A | 83304A106 | 89,680,000 | 8,000,000 | SH | SOLE | 8,000,000 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 101,405,000 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 174,350,000 | 5,500,000 | SH | SOLE | 5,500,000 | 0 | 0 | |||
| VARONIS SYS INC | COM | 922280102 | 91,035,000 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | |||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 66,740,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | |||
| WIX COM LTD | SHS | M98068105 | 139,720,000 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | |||