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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 25,272 | 326,558 | SH | SOLE | 326,558 | 0 | 0 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 28,557 | 49,602 | SH | SOLE | 49,602 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 46,118 | 17,250 | SH | SOLE | 17,250 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 13,784 | 4,196 | SH | SOLE | 4,196 | 0 | 0 | ||
AMBARELLA INC | SHS | G037AX101 | 29,684 | 190,600 | SH | SOLE | 190,600 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 15,925 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 9,809 | 76,200 | SH | SOLE | 76,200 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 15,044 | 43,777 | SH | SOLE | 43,777 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 30,570 | 78,100 | SH | SOLE | 78,100 | 0 | 0 | ||
BOX INC | CL A | 10316T104 | 21,145 | 893,313 | SH | SOLE | 893,313 | 0 | 0 | ||
BUMBLE INC | COM CL A | 12047B105 | 23,446 | 469,100 | SH | SOLE | 469,100 | 0 | 0 | ||
CIRRUS LOGIC INC | COM | 172755100 | 8,251 | 100,200 | SH | SOLE | 100,200 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 11,648 | 214,000 | SH | SOLE | 214,000 | 0 | 0 | ||
CLOUDFLARE INC | CL A COM | 18915M107 | 14,081 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
CONFLUENT INC | CLASS A COM | 20717M103 | 2,959 | 49,600 | SH | SOLE | 49,600 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 24,614 | 100,148 | SH | SOLE | 100,148 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 14,177 | 100,300 | SH | SOLE | 100,300 | 0 | 0 | ||
DOORDASH INC | CL A | 25809K105 | 13,904 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | ||
DYNATRACE INC | COM NEW | 268150109 | 38,515 | 542,700 | SH | SOLE | 542,700 | 0 | 0 | ||
ELASTIC N V | ORD SHS | N14506104 | 12,396 | 83,200 | SH | SOLE | 83,200 | 0 | 0 | ||
F5 NETWORKS INC | COM | 315616102 | 28,763 | 144,700 | SH | SOLE | 144,700 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 50,015 | 147,366 | SH | SOLE | 147,366 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 24,945 | 205,005 | SH | SOLE | 205,005 | 0 | 0 | ||
FORTINET INC | COM | 34959E109 | 21,903 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
HUBSPOT INC | COM | 443573100 | 10,817 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 15,026 | 208,000 | SH | SOLE | 208,000 | 0 | 0 | ||
JUNIPER NETWORKS INC | COM | 48203R104 | 11,522 | 418,683 | SH | SOLE | 418,683 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 13,398 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 44,607 | 739,628 | SH | SOLE | 739,628 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 13,038 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 36,114 | 128,100 | SH | SOLE | 128,100 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 43,426 | 71,150 | SH | SOLE | 71,150 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 8,494 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 12,526 | 63,950 | SH | SOLE | 63,950 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 10,467 | 44,100 | SH | SOLE | 44,100 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 77,116 | 160,994 | SH | SOLE | 160,994 | 0 | 0 | ||
PAYCOM SOFTWARE INC | COM | 70432V102 | 13,435 | 27,100 | SH | SOLE | 27,100 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 30,468 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 12,539 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
QUALTRICS INTL INC | COM CL A | 747601201 | 6,719 | 157,200 | SH | SOLE | 157,200 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 8,700 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
ROBLOX CORP | CL A | 771049103 | 18,835 | 249,300 | SH | SOLE | 249,300 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 55,817 | 205,800 | SH | SOLE | 205,800 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 14,281 | 43,200 | SH | SOLE | 43,200 | 0 | 0 | ||
SENTINELONE INC | CL A | 81730H109 | 14,989 | 279,800 | SH | SOLE | 279,800 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 46,670 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 24,717 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 14,774 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 24,043 | 79,500 | SH | SOLE | 79,500 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 64,296 | 503,258 | SH | SOLE | 503,258 | 0 | 0 | ||
TENABLE HLDGS INC | COM | 88025T102 | 22,927 | 496,900 | SH | SOLE | 496,900 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 31,342 | 98,235 | SH | SOLE | 98,235 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 31,152 | 695,347 | SH | SOLE | 695,347 | 0 | 0 | ||
UNITY SOFTWARE INC | COM | 91332U101 | 10,403 | 82,400 | SH | SOLE | 82,400 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 14,384 | 913,879 | SH | SOLE | 913,879 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 16,663 | 98,500 | SH | SOLE | 98,500 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 18,242 | 73,000 | SH | SOLE | 73,000 | 0 | 0 | ||
ZSCALER INC | COM | 98980G102 | 41,981 | 160,100 | SH | SOLE | 160,100 | 0 | 0 |