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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109 13,456 166,228 SH   SOLE   166,228 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 29,679 60,516 SH   SOLE   60,516 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 31,441 106,950 SH   SOLE   106,950 0 0
AMAZON COM INC COM 023135106 57,134 18,145 SH   SOLE   18,145 0 0
AMERICAN TOWER CORP NEW COM 03027X100 29,670 122,742 SH   SOLE   122,742 0 0
ATLASSIAN CORP PLC CL A G06242104 26,650 146,600 SH   SOLE   146,600 0 0
CISCO SYS INC COM 17275R102 5,909 150,000 SH   SOLE   150,000 0 0
COUPA SOFTWARE INC COM 22266L106 22,488 82,000 SH   SOLE   82,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 26,695 194,400 SH   SOLE   194,400 0 0
ELECTRONIC ARTS INC COM 285512109 7,525 57,700 SH   SOLE   57,700 0 0
FACEBOOK INC CL A 30303M102 33,703 128,688 SH   SOLE   128,688 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 22,464 152,600 SH   SOLE   152,600 0 0
INPHI CORP COM 45772F107 70,882 631,465 SH   SOLE   631,465 0 0
JD.COM INC SPON ADR CL A 47215P106 65,727 846,894 SH   SOLE   846,894 0 0
LAM RESEARCH CORP COM 512807108 29,194 88,000 SH   SOLE   88,000 0 0
LUMENTUM HLDGS INC COM 55024U109 25,450 338,742 SH   SOLE   338,742 0 0
LYFT INC CL A COM 55087P104 6,888 250,000 SH   SOLE   250,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 25,412 640,100 SH   SOLE   640,100 0 0
NETFLIX INC COM 64110L106 55,353 110,700 SH   SOLE   110,700 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 8,075 850,000 SH   SOLE   850,000 0 0
PALO ALTO NETWORKS INC COM 697435105 88,967 363,500 SH   SOLE   363,500 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 49,436 498,144 SH   SOLE   498,144 0 0
PINTEREST INC CL A 72352L106 24,030 578,900 SH   SOLE   578,900 0 0
QORVO INC COM 74736K101 65,227 505,600 SH   SOLE   505,600 0 0
QUALCOM INC COM 747525103 26,104 221,819 SH   SOLE   221,819 0 0
SALESFORCE COM INC COM 79466L302 25,857 102,884 SH   SOLE   102,884 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 14,547 45,676 SH   SOLE   45,676 0 0
SERVICENOW INC COM 81762P102 37,830 78,000 SH   SOLE   78,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 71,164 489,100 SH   SOLE   489,100 0 0
SNAP INC CL A 83304A106 26,110 1,000,000 SH   SOLE   1,000,000 0 0
SNOWFLAKE INC CL A 833445109 4,242 16,900 SH   SOLE   16,900 0 0
SPLUNK INC COM 848637104 14,260 75,800 SH   SOLE   75,800 0 0
T-MOBILE US INC COM 872590104 57,987 507,058 SH   SOLE   507,058 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 31,144 188,500 SH   SOLE   188,500 0 0
TWILIO INC CL A 90138F102 17,543 71,000 SH   SOLE   71,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 46,647 1,278,700 SH   SOLE   1,278,700 0 0
WORKDAY INC CL A 98138H101 43,069 200,200 SH   SOLE   200,200 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 14,741 145,100 SH   SOLE   145,100 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 72,397 154,000 SH   SOLE   154,000 0 0
ZSCALER INC COM 98980G102 12,714 90,366 SH   SOLE   90,366 0 0
ZYNGA INC CL A 98986T108 54,844 6,013,566 SH   SOLE   6,013,566 0 0