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 25,272 326,558 SH   SOLE   326,558 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 28,557 49,602 SH   SOLE   49,602 0 0
ALPHABET INC CAP STK CL A 02079K305 46,118 17,250 SH   SOLE   17,250 0 0
AMAZON COM INC COM 023135106 13,784 4,196 SH   SOLE   4,196 0 0
AMBARELLA INC SHS G037AX101 29,684 190,600 SH   SOLE   190,600 0 0
AMERICAN TOWER CORP NEW COM 03027X100 15,925 60,000 SH   SOLE   60,000 0 0
APPLIED MATLS INC COM 038222105 9,809 76,200 SH   SOLE   76,200 0 0
ARISTA NETWORKS INC COM 040413106 15,044 43,777 SH   SOLE   43,777 0 0
ATLASSIAN CORP PLC CL A G06242104 30,570 78,100 SH   SOLE   78,100 0 0
BOX INC CL A 10316T104 21,145 893,313 SH   SOLE   893,313 0 0
BUMBLE INC COM CL A 12047B105 23,446 469,100 SH   SOLE   469,100 0 0
CIRRUS LOGIC INC COM 172755100 8,251 100,200 SH   SOLE   100,200 0 0
CISCO SYS INC COM 17275R102 11,648 214,000 SH   SOLE   214,000 0 0
CLOUDFLARE INC CL A COM 18915M107 14,081 125,000 SH   SOLE   125,000 0 0
CONFLUENT INC CLASS A COM 20717M103 2,959 49,600 SH   SOLE   49,600 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 24,614 100,148 SH   SOLE   100,148 0 0
DATADOG INC CL A COM 23804L103 14,177 100,300 SH   SOLE   100,300 0 0
DOORDASH INC CL A 25809K105 13,904 67,500 SH   SOLE   67,500 0 0
DYNATRACE INC COM NEW 268150109 38,515 542,700 SH   SOLE   542,700 0 0
ELASTIC N V ORD SHS N14506104 12,396 83,200 SH   SOLE   83,200 0 0
F5 NETWORKS INC COM 315616102 28,763 144,700 SH   SOLE   144,700 0 0
FACEBOOK INC CL A 30303M102 50,015 147,366 SH   SOLE   147,366 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 24,945 205,005 SH   SOLE   205,005 0 0
FORTINET INC COM 34959E109 21,903 75,000 SH   SOLE   75,000 0 0
HUBSPOT INC COM 443573100 10,817 16,000 SH   SOLE   16,000 0 0
JD.COM INC SPON ADR CL A 47215P106 15,026 208,000 SH   SOLE   208,000 0 0
JUNIPER NETWORKS INC COM 48203R104 11,522 418,683 SH   SOLE   418,683 0 0
LYFT INC CL A COM 55087P104 13,398 250,000 SH   SOLE   250,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 44,607 739,628 SH   SOLE   739,628 0 0
MASTERCARD INCORPORATED CL A 57636Q104 13,038 37,500 SH   SOLE   37,500 0 0
MICROSOFT CORP COM 594918104 36,114 128,100 SH   SOLE   128,100 0 0
NETFLIX INC COM 64110L106 43,426 71,150 SH   SOLE   71,150 0 0
NVIDIA CORPORATION COM 67066G104 8,494 41,000 SH   SOLE   41,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 12,526 63,950 SH   SOLE   63,950 0 0
OKTA INC CL A 679295105 10,467 44,100 SH   SOLE   44,100 0 0
PALO ALTO NETWORKS INC COM 697435105 77,116 160,994 SH   SOLE   160,994 0 0
PAYCOM SOFTWARE INC COM 70432V102 13,435 27,100 SH   SOLE   27,100 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 30,468 350,000 SH   SOLE   350,000 0 0
QORVO INC COM 74736K101 12,539 75,000 SH   SOLE   75,000 0 0
QUALTRICS INTL INC COM CL A 747601201 6,719 157,200 SH   SOLE   157,200 0 0
RINGCENTRAL INC CL A 76680R206 8,700 40,000 SH   SOLE   40,000 0 0
ROBLOX CORP CL A 771049103 18,835 249,300 SH   SOLE   249,300 0 0
SALESFORCE COM INC COM 79466L302 55,817 205,800 SH   SOLE   205,800 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 14,281 43,200 SH   SOLE   43,200 0 0
SENTINELONE INC CL A 81730H109 14,989 279,800 SH   SOLE   279,800 0 0
SERVICENOW INC COM 81762P102 46,670 75,000 SH   SOLE   75,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 24,717 150,000 SH   SOLE   150,000 0 0
SNAP INC CL A 83304A106 14,774 200,000 SH   SOLE   200,000 0 0
SNOWFLAKE INC CL A 833445109 24,043 79,500 SH   SOLE   79,500 0 0
T-MOBILE US INC COM 872590104 64,296 503,258 SH   SOLE   503,258 0 0
TENABLE HLDGS INC COM 88025T102 22,927 496,900 SH   SOLE   496,900 0 0
TWILIO INC CL A 90138F102 31,342 98,235 SH   SOLE   98,235 0 0
UBER TECHNOLOGIES INC COM 90353T100 31,152 695,347 SH   SOLE   695,347 0 0
UNITY SOFTWARE INC COM 91332U101 10,403 82,400 SH   SOLE   82,400 0 0
VIAVI SOLUTIONS INC COM 925550105 14,384 913,879 SH   SOLE   913,879 0 0
DISNEY WALT CO COM 254687106 16,663 98,500 SH   SOLE   98,500 0 0
WORKDAY INC CL A 98138H101 18,242 73,000 SH   SOLE   73,000 0 0
ZSCALER INC COM 98980G102 41,981 160,100 SH   SOLE   160,100 0 0