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 |
Kla Corp | COM NEW | 482480100 | 278 | 475 | SH | SOLE | 475 | 0 | 0 | ||
Palo Alto Networks Inc | COM | 697435105 | 55,223 | 186,500 | SH | SOLE | 186,500 | 0 | 0 | ||
Apple Inc | COM | 037833100 | 39,665 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
Amazon Com Inc | COM | 023135106 | 47,264 | 308,000 | SH | SOLE | 308,000 | 0 | 0 | ||
Veeva Sys Inc | CL A COM | 922475108 | 33,347 | 170,287 | SH | SOLE | 170,287 | 0 | 0 | ||
Autodesk Inc | COM | 052769106 | 29,278 | 119,345 | SH | SOLE | 119,345 | 0 | 0 | ||
International Business Machs | COM | 459200101 | 36,038 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
Intuit | COM | 461202103 | 37,808 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
Cognizant Technology Solutio | CL A | 192446102 | 18,483 | 244,000 | SH | SOLE | 244,000 | 0 | 0 | ||
Oracle Corp | COM | 68389X105 | 27,547 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
Alphabet Inc Cap Stk | CL A | 02079K305 | 57,674 | 411,577 | SH | SOLE | 411,577 | 0 | 0 | ||
Omnicell Com | COM | 68213N109 | 1,077 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
Microchip Technology Inc. | COM | 595017104 | 37,909 | 416,600 | SH | SOLE | 416,600 | 0 | 0 | ||
Advanced Micro Devices Inc | COM | 007903107 | 23,767 | 158,166 | SH | SOLE | 158,166 | 0 | 0 | ||
Salesforce Inc | COM | 79466L302 | 46,704 | 175,900 | SH | SOLE | 175,900 | 0 | 0 | ||
Nvidia Corporation | COM | 67066G104 | 15,279 | 30,663 | SH | SOLE | 30,663 | 0 | 0 | ||
Mastercard Incorporated | CL A | 57636Q104 | 36,830 | 86,177 | SH | SOLE | 86,177 | 0 | 0 | ||
Varonis Sys Inc | COM | 922280102 | 1,620 | 35,500 | SH | SOLE | 35,500 | 0 | 0 | ||
Sps Comm Inc | COM | 78463M107 | 2,446 | 12,442 | SH | SOLE | 12,442 | 0 | 0 | ||
Verint Sys Inc | COM | 92343X100 | 1,209 | 44,200 | SH | SOLE | 44,200 | 0 | 0 | ||
Adobe Inc | COM | 00724F101 | 44,715 | 74,527 | SH | SOLE | 74,527 | 0 | 0 | ||
Fortinet Inc | COM | 34959E109 | 22,968 | 388,067 | SH | SOLE | 388,067 | 0 | 0 | ||
Qualys Inc | COM | 74758T303 | 2,968 | 15,008 | SH | SOLE | 15,008 | 0 | 0 | ||
Electronic Arts Inc | COM | 285512109 | 22,362 | 163,200 | SH | SOLE | 163,200 | 0 | 0 | ||
Moodys Corp | COM | 615369105 | 277 | 708 | SH | SOLE | 708 | 0 | 0 | ||
Norfolk Southn Corp | COM | 655844108 | 259 | 1,095 | SH | SOLE | 1,095 | 0 | 0 | ||
Union Pac Corp | COM | 907818108 | 253 | 1,031 | SH | SOLE | 1,031 | 0 | 0 | ||
First Solar Inc | COM | 336433107 | 11,366 | 65,400 | SH | SOLE | 65,400 | 0 | 0 | ||
Csx Corp | COM | 126408103 | 250 | 7,200 | SH | SOLE | 7,200 | 0 | 0 | ||
Copart Inc | COM | 217204106 | 244 | 4,979 | SH | SOLE | 4,979 | 0 | 0 | ||
Amdocs Ltd | SHS | G02602103 | 24,678 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
Microsoft Corp | COM | 594918104 | 74,976 | 199,000 | SH | SOLE | 199,000 | 0 | 0 | ||
Cyberark Software Ltd | SHS | M2682V108 | 3,053 | 13,850 | SH | SOLE | 13,850 | 0 | 0 |