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 13,928 150,000 SH   SOLE   150,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 19,463 38,916 SH   SOLE   38,916 0 0
ALPHABET INC CAP STK CL A 02079K305 25,764 14,700 SH   SOLE   14,700 0 0
AMAZON COM INC COM 023135106 39,718 12,195 SH   SOLE   12,195 0 0
AMERICAN TOWER CORP NEW COM 03027X100 14,240 63,442 SH   SOLE   63,442 0 0
ARISTA NETWORKS INC COM 040413106 37,318 128,429 SH   SOLE   128,429 0 0
ATLASSIAN CORP PLC CL A G06242104 5,531 23,648 SH   SOLE   23,648 0 0
CISCO SYS INC COM 17275R102 6,713 150,000 SH   SOLE   150,000 0 0
COUPA SOFTWARE INC COM 22266L106 27,113 80,000 SH   SOLE   80,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 31,773 150,000 SH   SOLE   150,000 0 0
DOCUSIGN INC COM 256163106 13,805 62,100 SH   SOLE   62,100 0 0
F5 NETWORKS INC COM 315616102 15,500 88,100 SH   SOLE   88,100 0 0
FACEBOOK INC CL A 30303M102 25,223 92,338 SH   SOLE   92,338 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 32,041 226,500 SH   SOLE   226,500 0 0
INPHI CORP COM 45772F107 54,201 337,765 SH   SOLE   337,765 0 0
JD.COM INC SPON ADR CL A 47215P106 60,162 684,438 SH   SOLE   684,438 0 0
LAM RESEARCH CORP COM 512807108 41,560 88,000 SH   SOLE   88,000 0 0
LUMENTUM HLDGS INC COM 55024U109 14,220 150,000 SH   SOLE   150,000 0 0
LYFT INC CL A COM 55087P104 26,412 537,600 SH   SOLE   537,600 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 30,273 636,800 SH   SOLE   636,800 0 0
MICROSOFT CORP COM 594918104 15,369 69,100 SH   SOLE   69,100 0 0
NETFLIX INC COM 64110L106 54,120 100,087 SH   SOLE   100,087 0 0
NXP SEMICONDUCTORS N V COM N6596X109 7,776 48,900 SH   SOLE   48,900 0 0
OKTA INC CL A 679295105 12,713 50,000 SH   SOLE   50,000 0 0
PALO ALTO NETWORKS INC COM 697435105 129,196 363,534 SH   SOLE   363,534 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 56,785 374,274 SH   SOLE   374,274 0 0
PINTEREST INC CL A 72352L106 26,366 400,091 SH   SOLE   400,091 0 0
PROOFPOINT INC COM 743424103 10,231 75,000 SH   SOLE   75,000 0 0
QORVO INC COM 74736K101 66,516 400,046 SH   SOLE   400,046 0 0
QUALCOMM INC COM 747525103 30,468 200,000 SH   SOLE   200,000 0 0
RINGCENTRAL INC CL A 76680R206 13,870 36,600 SH   SOLE   36,600 0 0
SALESFORCE COM INC COM 79466L302 15,021 67,500 SH   SOLE   67,500 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 14,551 51,576 SH   SOLE   51,576 0 0
SERVICENOW INC COM 81762P102 42,934 78,000 SH   SOLE   78,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 60,929 398,544 SH   SOLE   398,544 0 0
SNAP INC CL A 83304A106 25,035 500,000 SH   SOLE   500,000 0 0
SNOWFLAKE INC CL A 833445109 14,763 52,464 SH   SOLE   52,464 0 0
T-MOBILE US INC COM 872590104 56,227 416,958 SH   SOLE   416,958 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 20,779 100,000 SH   SOLE   100,000 0 0
TWILIO INC CL A 90138F102 52,366 154,700 SH   SOLE   154,700 0 0
UBER TECHNOLOGIES INC COM 90353T100 58,576 1,148,541 SH   SOLE   1,148,541 0 0
VISA INC COM CL A 92826C839 34,078 155,800 SH   SOLE   155,800 0 0
DISNEY WALT CO COM 254687106 30,112 166,200 SH   SOLE   166,200 0 0
WORKDAY INC CL A 98138H101 35,946 150,019 SH   SOLE   150,019 0 0
ZILLOW GROUP INC CL A 98954M101 13,594 100,000 SH   SOLE   100,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 16,866 50,000 SH   SOLE   50,000 0 0
ZSCALER INC COM 98980G102 29,138 145,900 SH   SOLE   145,900 0 0
ZYNGA INC CL A 98986T108 29,610 3,000,000 SH   SOLE   3,000,000 0 0