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
Estimated average burden
hours per response: 23.8
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
ALTERYX INC COM CL A 02156B103   13,319,815 293,388 SH   SOLE   293,388 0 0
APPLE INC COM 037833100   58,205,548 300,075 SH   SOLE   300,075 0 0
BOX INC CL A 10316T104   10,531,672 358,464 SH   SOLE   358,464 0 0
CHESAPEAKE ENERGY CORP COM 165167735   53,063,162 634,120 SH   SOLE   634,120 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   19,672,355 133,944 SH   SOLE   133,944 0 0
DATADOG INC CL A COM 23804L103   1,999,967 20,329 SH   SOLE   20,329 0 0
EXPENSIFY INC COM CL A 30219Q106   4,386,319 549,664 SH   SOLE   549,664 0 0
HALLIBURTON CO COM 406216101   4,328,651 131,211 SH   SOLE   131,211 0 0
IMPINJ INC COM 453204109   2,624,504 29,275 SH   SOLE   29,275 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   3,061,934 20,462 SH   SOLE   20,462 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   11,095,672 412,019 SH   SOLE   412,019 0 0
MARVELL TECHNOLOGY INC COM 573874104   62,242,099 1,041,186 SH   SOLE   1,041,186 0 0
MICRON TECHNOLOGY INC COM 595112103   31,808,450 504,016 SH   SOLE   504,016 0 0
MICROSOFT CORP COM 594918104   92,715,761 272,261 SH   SOLE   272,261 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   2,971,228 75,240 SH   SOLE   75,240 0 0
NEXTRACKER INC CLASS A COM 65290E101   398,100 10,000 SH   SOLE   10,000 0 0
NVIDIA CORPORATION COM 67066G104   12,792,971 30,242 SH   SOLE   30,242 0 0
ORACLE CORP COM 68389X105   14,916,737 125,256 SH   SOLE   125,256 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,110,250 16,058 SH   SOLE   16,058 0 0
SCHLUMBERGER LTD COM STK 806857108   46,749,960 951,750 SH   SOLE   951,750 0 0
SEA LTD SPONSORD ADS 81141R100   6,667,693 114,881 SH   SOLE   114,881 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   6,588,227 106,485 SH   SOLE   106,485 0 0
SNOWFLAKE INC CL A 833445109   16,827,560 95,622 SH   SOLE   95,622 0 0
TERADYNE INC COM 880770102   26,911,801 241,730 SH   SOLE   241,730 0 0
VISA INC COM CL A 92826C839   51,099,522 215,174 SH   SOLE   215,174 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   11,822,244 465,626 SH   SOLE   465,626 0 0