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 10,977 165,000 SH   SOLE   165,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 18,268 32,215 SH   SOLE   32,215 0 0
ALPHABET INC CAP STK CL A 02079K305 38,096 13,150 SH   SOLE   13,150 0 0
AMAZON COM INC COM 023135106 21,053 6,314 SH   SOLE   6,314 0 0
AMBARELLA INC SHS G037AX101 23,430 115,481 SH   SOLE   115,481 0 0
AMERICAN TOWER CORP NEW COM 03027X100 10,238 35,000 SH   SOLE   35,000 0 0
APPLIED MATLS INC COM 038222105 24,800 157,600 SH   SOLE   157,600 0 0
ARISTA NETWORKS INC COM 040413106 34,285 238,504 SH   SOLE   238,504 0 0
ATLASSIAN CORP PLC CL A G06242104 19,458 51,031 SH   SOLE   51,031 0 0
BOX INC CL A 10316T104 26,725 1,020,413 SH   SOLE   1,020,413 0 0
CISCO SYS INC COM 17275R102 13,561 214,000 SH   SOLE   214,000 0 0
CONFLUENT INC CLASS A COM 20717M103 3,782 49,600 SH   SOLE   49,600 0 0
COUPA SOFTWARE INC COM 22266L106 6,796 43,000 SH   SOLE   43,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 10,238 50,000 SH   SOLE   50,000 0 0
DATADOG INC CL A COM 23804L103 26,129 146,700 SH   SOLE   146,700 0 0
DOCUSIGN INC COM 256163106 6,778 44,500 SH   SOLE   44,500 0 0
DOOARDASH INC CL A 25809K105 6,701 45,000 SH   SOLE   45,000 0 0
DYNATRACE INC COM NEW 268150109 20,312 336,568 SH   SOLE   336,568 0 0
ELASTIC N V ORD SHS N14506104 4,924 40,000 SH   SOLE   40,000 0 0
F5 NETWORKS INC COM 315616102 37,473 153,132 SH   SOLE   153,132 0 0
FORTINET INC COM 34959E109 13,478 37,500 SH   SOLE   37,500 0 0
HUBSPOT INC COM 443573100 14,106 21,400 SH   SOLE   21,400 0 0
INTEL CORP COM 458140100 13,689 265,800 SH   SOLE   265,800 0 0
INTUIT COM 461202103 6,754 10,500 SH   SOLE   10,500 0 0
JUNIPER NETWORKS INC COM 48203R104 12,454 348,749 SH   SOLE   348,749 0 0
KLA CORP COM NEW 482480100 14,753 34,300 SH   SOLE   34,300 0 0
LUMENTUM HLDGS INC COM 55024U109 7,235 68,400 SH   SOLE   68,400 0 0
MARVELL TECHNOLOGY INC COM 573874104 61,928 707,825 SH   SOLE   707,825 0 0
META PLATFORMS INC CL A 30303M102 16,705 49,666 SH   SOLE   49,666 0 0
MICROSOFT CORP COM 594918104 44,159 131,300 SH   SOLE   131,300 0 0
NETFLIX INC COM 64110L106 38,942 64,640 SH   SOLE   64,640 0 0
NVIDIA CORPORATION COM 67066G104 17,032 57,912 SH   SOLE   57,912 0 0
NXP SEMICONDUCTORS N V COM N6596x109 6,600 28,976 SH   SOLE   28,976 0 0
PALO ALTO NETWORKS INC COM 697435105 25,238 45,330 SH   SOLE   45,330 0 0
PAYCOM SOFTWARE INC COM 70432V102 14,739 35,500 SH   SOLE   35,500 0 0
PURE STORAGE INC CL A 74624M102 15,728 483,200 SH   SOLE   483,200 0 0
ROBLOX CORP CL A 771049103 21,168 205,200 SH   SOLE   205,200 0 0
SALESFORCE COM INC COM 79466L302 26,074 102,600 SH   SOLE   102,600 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 20,462 52,600 SH   SOLE   52,600 0 0
SENTINELONE INC CL A 81730H109 15,950 315,900 SH   SOLE   315,900 0 0
SERVICENOW INC COM 81762P102 16,228 25,000 SH   SOLE   25,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 11,636 75,000 SH   SOLE   75,000 0 0
SNAP INC CL A 83304A106 6,819 145,000 SH   SOLE   145,000 0 0
SNOWFLAKE INC CL A 833445109 18,970 56,000 SH   SOLE   56,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 13,504 57,700 SH   SOLE   57,700 0 0
T-MOBILE US INC COM 872590104 47,895 412,963 SH   SOLE   412,963 0 0
TENABLE HLDGS INC COM 88025T102 33,563 609,469 SH   SOLE   609,469 0 0
TWILIO INC CL A 90138F102 14,500 55,063 SH   SOLE   55,063 0 0
UBER TECHNOLOGIES INC COM 90353T100 29,156 695,347 SH   SOLE   695,347 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 6,755 130,000 SH   SOLE   130,000 0 0
WORKDAY INC CL A 98138H101 19,942 73,000 SH   SOLE   73,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 6,897 37,500 SH   SOLE   37,500 0 0
ZSCALER INC COM 98980G102 30,510 94,950 SH   SOLE   94,950 0 0