The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 12,838,113 | 112,704 | SH | SOLE | 112,704 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 12,265,673 | 75,686 | SH | SOLE | 75,686 | 0 | 0 | ||
BRAZE INC | COM CL A | 10576N102 | 8,659,254 | 197,745 | SH | SOLE | 197,745 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 11,588,850 | 272,743 | SH | SOLE | 272,743 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 18,472,911 | 187,771 | SH | SOLE | 187,771 | 0 | 0 | ||
EQUINIX INC | COM | 29444U700 | 9,406,496 | 11,999 | SH | SOLE | 11,999 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 12,804,697 | 214,197 | SH | SOLE | 214,197 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 18,809,243 | 65,542 | SH | SOLE | 65,542 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 5,351,539 | 84,797 | SH | SOLE | 84,797 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 30,848,837 | 90,588 | SH | SOLE | 90,588 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 27,801,966 | 63,116 | SH | SOLE | 63,116 | 0 | 0 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 341,320 | 4,600 | SH | SOLE | 4,600 | 0 | 0 | ||
NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 548,460 | 9,353 | SH | SOLE | 9,353 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 18,689,446 | 44,181 | SH | SOLE | 44,181 | 0 | 0 | ||
ROBLOX CORP | CL A | 771049103 | 9,646,933 | 239,378 | SH | SOLE | 239,378 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 6,634,446 | 37,700 | SH | SOLE | 37,700 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 22,626,605 | 524,128 | SH | SOLE | 524,128 | 0 | 0 |