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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 24,449,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 52,144,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| APPLOVIN CORP | COM CL A | 03831W108 | 1,929,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 6,040,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| HASHICORP INC | COM CL A | 418100103 | 11,781,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| HUBSPOT INC | COM | 443573100 | 15,962,700 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| INTEL CORP | COM | 458140100 | 25,080,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
| INTEL CORP | COM | 458140100 | 50,160,000 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | ||
| JFROG LTD | ORD SHS | M6191J100 | 8,310,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| MATCH GROUP INC NEW | COM | 57667L107 | 6,277,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 43,047,000 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 57,396,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| MICRON TECHNOLOGY INC | COM | 595112103 | 25,344,976 | 401,600 | SH | Call | SOLE | 401,600 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 44,177,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 23,837,800 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 14,315,925 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 63,453,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 105,755,000 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 13,870,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 37,832,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 19,668,950 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 20,184,000 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 30,276,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| TENABLE HLDGS INC | COM | 88025T102 | 13,065,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||