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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 6,008 | 2,757 | SH | SOLE | 2,757 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 5,674 | 53,420 | SH | SOLE | 53,420 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037AX101 | 2,186 | 33,400 | SH | SOLE | 33,400 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 6,550 | 69,877 | SH | SOLE | 69,877 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 9,589 | 51,170 | SH | SOLE | 51,170 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 3,295 | 131,073 | SH | SOLE | 131,073 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 3,877 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 7,126 | 42,323 | SH | SOLE | 42,323 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 4,576 | 48,045 | SH | SOLE | 48,045 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 1,617 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 3,942 | 58,252 | SH | SOLE | 58,252 | 0 | 0 | ||
| FORTINET INC | COM | 34959E109 | 4,881 | 86,270 | SH | SOLE | 86,270 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 3,494 | 54,400 | SH | SOLE | 54,400 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 2,025 | 25,500 | SH | SOLE | 25,500 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 6,903 | 158,569 | SH | SOLE | 158,569 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 6,101 | 23,755 | SH | SOLE | 23,755 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 4,079 | 15,718 | SH | SOLE | 15,718 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 13,963 | 28,268 | SH | SOLE | 28,268 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 3,300 | 53,400 | SH | SOLE | 53,400 | 0 | 0 | ||
| PURE STORAGE INC | CL A | 74624M102 | 3,795 | 147,600 | SH | SOLE | 147,600 | 0 | 0 | ||
| SALESFORCE INV | COM | 79466L302 | 4,423 | 26,800 | SH | SOLE | 26,800 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 8,073 | 16,978 | SH | SOLE | 16,978 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 16,480 | 122,490 | SH | SOLE | 122,490 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 6,917 | 152,314 | SH | SOLE | 152,314 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 5,992 | 40,075 | SH | SOLE | 40,075 | 0 | 0 | ||