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 | 48,379 | 506,900 | SH | SOLE | 506,900 | 0 | 0 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 29,166 | 49,802 | SH | SOLE | 49,802 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 45,051 | 18,450 | SH | SOLE | 18,450 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 45,138 | 13,121 | SH | SOLE | 13,121 | 0 | 0 | ||
AMBARELLA INC | SHS | G037AX101 | 16,837 | 157,900 | SH | SOLE | 157,900 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 17,057 | 63,142 | SH | SOLE | 63,142 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 14,454 | 101,500 | SH | SOLE | 101,500 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 17,544 | 48,423 | SH | SOLE | 48,423 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 20,497 | 79,800 | SH | SOLE | 79,800 | 0 | 0 | ||
BOX INC | CL A | 10316T104 | 23,803 | 931,613 | SH | SOLE | 931,613 | 0 | 0 | ||
CIRRUS LOGIC INC | COM | 172755100 | 20,395 | 239,600 | SH | SOLE | 239,600 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 11,342 | 214,000 | SH | SOLE | 214,000 | 0 | 0 | ||
CLOUDFLARE INC | CL A COM | 18915M107 | 13,230 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
CONFLUENT INC | CLASS A COM | 20717M103 | 2,375 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 34,731 | 138,200 | SH | SOLE | 138,200 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 16,830 | 161,700 | SH | SOLE | 161,700 | 0 | 0 | ||
DOOARDASH INC | CL A | 25809K105 | 9,451 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
DYNATRACE INC | COM NEW | 268150109 | 33,118 | 566,900 | SH | SOLE | 566,900 | 0 | 0 | ||
F5 NETWORKS INC | COM | 315616102 | 17,714 | 94,900 | SH | SOLE | 94,900 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 66,134 | 190,200 | SH | SOLE | 190,200 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 19,863 | 140,205 | SH | SOLE | 140,205 | 0 | 0 | ||
FORTINET INC | COM | 34959E109 | 17,864 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 16,600 | 208,000 | SH | SOLE | 208,000 | 0 | 0 | ||
JUNIPER NETWORKS INC | COM | 48203R104 | 13,213 | 483,100 | SH | SOLE | 483,100 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 23,461 | 387,919 | SH | SOLE | 387,919 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 33,956 | 582,128 | SH | SOLE | 582,128 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 22,891 | 62,700 | SH | SOLE | 62,700 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 40,310 | 148,800 | SH | SOLE | 148,800 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 20,046 | 37,950 | SH | SOLE | 37,950 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 32,804 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 12,374 | 60,150 | SH | SOLE | 60,150 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 21,777 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 112,606 | 303,480 | SH | SOLE | 303,480 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 37,082 | 299,000 | SH | SOLE | 299,000 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 15,790 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 16,641 | 85,055 | SH | SOLE | 85,055 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 20,993 | 72,244 | SH | SOLE | 72,244 | 0 | 0 | ||
ROBLOX CORP | CL A | 771049103 | 34,165 | 379,700 | SH | SOLE | 379,700 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 35,932 | 147,100 | SH | SOLE | 147,100 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 18,070 | 56,700 | SH | SOLE | 56,700 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 42,700 | 77,700 | SH | SOLE | 77,700 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 57,525 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 19,223 | 79,500 | SH | SOLE | 79,500 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 73,408 | 506,858 | SH | SOLE | 506,858 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 55,340 | 140,400 | SH | SOLE | 140,400 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 45,396 | 905,756 | SH | SOLE | 905,756 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 17,138 | 97,500 | SH | SOLE | 97,500 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 17,336 | 72,616 | SH | SOLE | 72,616 | 0 | 0 | ||
ZSCALER INC | COM | 98980G102 | 34,872 | 161,400 | SH | SOLE | 161,400 | 0 | 0 |