The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 4,568 | 10,026 | SH | SOLE | 10,026 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 10,450 | 3,757 | SH | SOLE | 3,757 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 11,054 | 3,391 | SH | SOLE | 3,391 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037AX101 | 7,982 | 76,081 | SH | SOLE | 76,081 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 5,998 | 45,510 | SH | SOLE | 45,510 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 21,803 | 156,877 | SH | SOLE | 156,877 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 11,333 | 38,570 | SH | SOLE | 38,570 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 15,541 | 534,773 | SH | SOLE | 534,773 | 0 | 0 | ||
| CONFLUENT INC | CLASS A COM | 20717M103 | 8,569 | 209,000 | SH | SOLE | 209,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 11,354 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 10,194 | 55,223 | SH | SOLE | 55,223 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 16,790 | 110,845 | SH | SOLE | 110,845 | 0 | 0 | ||
| DIGITALBRIDGE GROUP INC | CL A COM | 25401T108 | 360 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 1,931 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 5,635 | 63,352 | SH | SOLE | 63,352 | 0 | 0 | ||
| FORTINET INC | COM | 34959E109 | 7,086 | 20,734 | SH | SOLE | 20,734 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 13,876 | 29,216 | SH | SOLE | 29,216 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 6,187 | 12,867 | SH | SOLE | 12,867 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 10,305 | 105,581 | SH | SOLE | 105,581 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 25,304 | 352,869 | SH | SOLE | 352,869 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 10,383 | 46,695 | SH | SOLE | 46,695 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 24,760 | 80,310 | SH | SOLE | 80,310 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 7,815 | 17,618 | SH | SOLE | 17,618 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 9,008 | 33,012 | SH | SOLE | 33,012 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596x109 | 4,007 | 21,652 | SH | SOLE | 21,652 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 7,548 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 24,631 | 39,568 | SH | SOLE | 39,568 | 0 | 0 | ||
| PAYCOM SOFTWARE INC | COM | 70432V102 | 3,919 | 11,315 | SH | SOLE | 11,315 | 0 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 4,555 | 98,500 | SH | SOLE | 98,500 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 1,596 | 4,637 | SH | SOLE | 4,637 | 0 | 0 | ||
| SENTINELONE INC | CL A | 81730H109 | 2,479 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 10,680 | 19,178 | SH | SOLE | 19,178 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 972 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 5,388 | 23,513 | SH | SOLE | 23,513 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 20,535 | 159,990 | SH | SOLE | 159,990 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 12,715 | 220,014 | SH | SOLE | 220,014 | 0 | 0 | ||
| UNITY SOFTWARE INC | COM | 91332U101 | 4,961 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 5,578 | 23,118 | SH | SOLE | 23,118 | 0 | 0 | ||