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 |
|
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 |
ALTERYX INC | COM CL A | 02156B103 | 13,319,815 | 293,388 | SH | SOLE | 293,388 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 58,205,548 | 300,075 | SH | SOLE | 300,075 | 0 | 0 | ||
BOX INC | CL A | 10316T104 | 10,531,672 | 358,464 | SH | SOLE | 358,464 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | COM | 165167735 | 53,063,162 | 634,120 | SH | SOLE | 634,120 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 19,672,355 | 133,944 | SH | SOLE | 133,944 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 1,999,967 | 20,329 | SH | SOLE | 20,329 | 0 | 0 | ||
EXPENSIFY INC | COM CL A | 30219Q106 | 4,386,319 | 549,664 | SH | SOLE | 549,664 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 4,328,651 | 131,211 | SH | SOLE | 131,211 | 0 | 0 | ||
IMPINJ INC | COM | 453204109 | 2,624,504 | 29,275 | SH | SOLE | 29,275 | 0 | 0 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 3,061,934 | 20,462 | SH | SOLE | 20,462 | 0 | 0 | ||
KRANESHARES TR | CSI CHI INTERNET | 500767306 | 11,095,672 | 412,019 | SH | SOLE | 412,019 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 62,242,099 | 1,041,186 | SH | SOLE | 1,041,186 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 31,808,450 | 504,016 | SH | SOLE | 504,016 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 92,715,761 | 272,261 | SH | SOLE | 272,261 | 0 | 0 | ||
NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 2,971,228 | 75,240 | SH | SOLE | 75,240 | 0 | 0 | ||
NEXTRACKER INC | CLASS A COM | 65290E101 | 398,100 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 12,792,971 | 30,242 | SH | SOLE | 30,242 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 14,916,737 | 125,256 | SH | SOLE | 125,256 | 0 | 0 | ||
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 1,110,250 | 16,058 | SH | SOLE | 16,058 | 0 | 0 | ||
SCHLUMBERGER LTD | COM STK | 806857108 | 46,749,960 | 951,750 | SH | SOLE | 951,750 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 6,667,693 | 114,881 | SH | SOLE | 114,881 | 0 | 0 | ||
SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 6,588,227 | 106,485 | SH | SOLE | 106,485 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 16,827,560 | 95,622 | SH | SOLE | 95,622 | 0 | 0 | ||
TERADYNE INC | COM | 880770102 | 26,911,801 | 241,730 | SH | SOLE | 241,730 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 51,099,522 | 215,174 | SH | SOLE | 215,174 | 0 | 0 | ||
ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 11,822,244 | 465,626 | SH | SOLE | 465,626 | 0 | 0 |