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 48,379 506,900 SH   SOLE   506,900 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 29,166 49,802 SH   SOLE   49,802 0 0
ALPHABET INC CAP STK CL A 02079K305 45,051 18,450 SH   SOLE   18,450 0 0
AMAZON COM INC COM 023135106 45,138 13,121 SH   SOLE   13,121 0 0
AMBARELLA INC SHS G037AX101 16,837 157,900 SH   SOLE   157,900 0 0
AMERICAN TOWER CORP NEW COM 03027X100 17,057 63,142 SH   SOLE   63,142 0 0
APPLIED MATLS INC COM 038222105 14,454 101,500 SH   SOLE   101,500 0 0
ARISTA NETWORKS INC COM 040413106 17,544 48,423 SH   SOLE   48,423 0 0
ATLASSIAN CORP PLC CL A G06242104 20,497 79,800 SH   SOLE   79,800 0 0
BOX INC CL A 10316T104 23,803 931,613 SH   SOLE   931,613 0 0
CIRRUS LOGIC INC COM 172755100 20,395 239,600 SH   SOLE   239,600 0 0
CISCO SYS INC COM 17275R102 11,342 214,000 SH   SOLE   214,000 0 0
CLOUDFLARE INC CL A COM 18915M107 13,230 125,000 SH   SOLE   125,000 0 0
CONFLUENT INC CLASS A COM 20717M103 2,375 50,000 SH   SOLE   50,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 34,731 138,200 SH   SOLE   138,200 0 0
DATADOG INC CL A COM 23804L103 16,830 161,700 SH   SOLE   161,700 0 0
DOOARDASH INC CL A 25809K105 9,451 53,000 SH   SOLE   53,000 0 0
DYNATRACE INC COM NEW 268150109 33,118 566,900 SH   SOLE   566,900 0 0
F5 NETWORKS INC COM 315616102 17,714 94,900 SH   SOLE   94,900 0 0
FACEBOOK INC CL A 30303M102 66,134 190,200 SH   SOLE   190,200 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 19,863 140,205 SH   SOLE   140,205 0 0
FORTINET INC COM 34959E109 17,864 75,000 SH   SOLE   75,000 0 0
JD.COM INC SPON ADR CL A 47215P106 16,600 208,000 SH   SOLE   208,000 0 0
JUNIPER NETWORKS INC COM 48203R104 13,213 483,100 SH   SOLE   483,100 0 0
LYFT INC CL A COM 55087P104 23,461 387,919 SH   SOLE   387,919 0 0
MARVELL TECHNOLOGY INC COM 573874104 33,956 582,128 SH   SOLE   582,128 0 0
MASTERCARD INCORPORATED CL A 57636Q104 22,891 62,700 SH   SOLE   62,700 0 0
MICROSOFT CORP COM 594918104 40,310 148,800 SH   SOLE   148,800 0 0
NETFLIX INC COM 64110L106 20,046 37,950 SH   SOLE   37,950 0 0
NVIDIA CORPORATION COM 67066G104 32,804 41,000 SH   SOLE   41,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 12,374 60,150 SH   SOLE   60,150 0 0
OKTA INC CL A 679295105 21,777 89,000 SH   SOLE   89,000 0 0
PALO ALTO NETWORKS INC COM 697435105 112,606 303,480 SH   SOLE   303,480 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 37,082 299,000 SH   SOLE   299,000 0 0
PINTEREST INC CL A 72352L106 15,790 200,000 SH   SOLE   200,000 0 0
QORVO INC COM 74736K101 16,641 85,055 SH   SOLE   85,055 0 0
RINGCENTRAL INC CL A 76680R206 20,993 72,244 SH   SOLE   72,244 0 0
ROBLOX CORP CL A 771049103 34,165 379,700 SH   SOLE   379,700 0 0
SALESFORCE COM INC COM 79466L302 35,932 147,100 SH   SOLE   147,100 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 18,070 56,700 SH   SOLE   56,700 0 0
SERVICENOW INC COM 81762P102 42,700 77,700 SH   SOLE   77,700 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 57,525 300,000 SH   SOLE   300,000 0 0
SNOWFLAKE INC CL A 833445109 19,223 79,500 SH   SOLE   79,500 0 0
T-MOBILE US INC COM 872590104 73,408 506,858 SH   SOLE   506,858 0 0
TWILIO INC CL A 90138F102 55,340 140,400 SH   SOLE   140,400 0 0
UBER TECHNOLOGIES INC COM 90353T100 45,396 905,756 SH   SOLE   905,756 0 0
DISNEY WALT CO COM 254687106 17,138 97,500 SH   SOLE   97,500 0 0
WORKDAY INC CL A 98138H101 17,336 72,616 SH   SOLE   72,616 0 0
ZSCALER INC COM 98980G102 34,872 161,400 SH   SOLE   161,400 0 0