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 | 126,604,691 | 1,501,835 | SH | SOLE | 1,501,835 | 0 | 0 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 194,820,951 | 398,415 | SH | SOLE | 398,415 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 98,078,432 | 752,366 | SH | SOLE | 752,366 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 61,844,289 | 71,296 | SH | SOLE | 71,296 | 0 | 0 | ||
CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | 47,408,020 | 4,229,083 | SH | SOLE | 4,229,083 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 31,781,165 | 805,198 | SH | SOLE | 805,198 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 57,992,458 | 970,098 | SH | SOLE | 970,098 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 54,547,206 | 1,303,398 | SH | SOLE | 1,303,398 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 166,923,352 | 581,655 | SH | SOLE | 581,655 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 225,123,843 | 661,079 | SH | SOLE | 661,079 | 0 | 0 | ||
MONDAY COM LTD | SHS | M7S64H106 | 35,058,322 | 204,756 | SH | SOLE | 204,756 | 0 | 0 | ||
MONGODB INC | CL A | 60937P106 | 25,630,158 | 62,362 | SH | SOLE | 62,362 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 99,242,397 | 225,300 | SH | SOLE | 225,300 | 0 | 0 | ||
NEW RELIC INC | COM | 64829B100 | 76,002,736 | 1,161,411 | SH | SOLE | 1,161,411 | 0 | 0 | ||
NEWS CORP NEW | CL A | 65249B109 | 64,585,112 | 3,312,057 | SH | SOLE | 3,312,057 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 166,755,653 | 1,400,249 | SH | SOLE | 1,400,249 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 38,009,507 | 343,387 | SH | SOLE | 343,387 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 135,692,686 | 845,174 | SH | SOLE | 845,174 | 0 | 0 | ||
TRIMBLE INC | COM | 896239100 | 67,270,593 | 1,270,695 | SH | SOLE | 1,270,695 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 73,556,108 | 1,156,179 | SH | SOLE | 1,156,179 | 0 | 0 | ||
UNITY SOFTWARE INC | COM | 91332U101 | 192,674,079 | 4,437,450 | SH | SOLE | 4,437,450 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 151,150,668 | 3,007,375 | SH | SOLE | 3,007,375 | 0 | 0 | ||
ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 29,301,660 | 1,154,063 | SH | SOLE | 1,154,063 | 0 | 0 |