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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107   36,051,121 38,974,185 SH   SOLE   38,974,185 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   77,652,079 11,572,590 SH   SOLE   11,572,590 0 0
ALTAIR ENGR INC COM CL A 021369103   847,451,328 11,174,200 SH   SOLE   11,174,200 0 0
AMAZON COM INC COM 023135106   956,298,538 7,335,828 SH   SOLE   7,335,828 0 0
APPLIED MATLS INC COM 038222105   1,019,397,258 7,052,700 SH   SOLE   7,052,700 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   360,345,700 497,200 SH   SOLE   497,200 0 0
AURA BIOSCIENCES INC COM 05153U107   66,231,445 5,362,870 SH   SOLE   5,362,870 0 0
AUTODESK INC COM 052769106   24,348,590 119,000 SH   SOLE   119,000 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   1,100,959,840 17,048,000 SH   SOLE   17,048,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   510,084,627 8,532,697 SH   SOLE   8,532,697 0 0
NVIDIA CORPORATION COM 67066G104   1,338,308,374 3,163,700 SH   SOLE   3,163,700 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   45,894,375 7,462,500 SH   SOLE   7,462,500 0 0
QUALCOMM INC COM 747525103   221,533,440 1,861,000 SH   SOLE   1,861,000 0 0
SYNOPSYS INC COM 871607107   265,484,716 609,735 SH   SOLE   609,735 0 0
TRANSDIGM GROUP INC COM 893641100   979,026,733 1,094,900 SH   SOLE   1,094,900 0 0
VENTYX BIOSCIENCES INC COM 92332V107   2,948,720 89,900 SH   SOLE   89,900 0 0
WORKDAY INC CL A 98138H101   358,271,253 1,586,043 SH   SOLE   1,586,043 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107   393,810,838 13,959,973 SH   SOLE   13,959,973 0 0
ZSCALER INC COM 98980G102   2,692,652 18,405 SH   SOLE   18,405 0 0