The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ADVANCED MICRO DEVICES INC ORD 007903107 9,524 87,100 SH   SOLE   0 0 87,100
ALBEMARLE CORP ORD 012653101 9,952 45,000 SH   SOLE   0 0 45,000
APPLIED MATERIALS INC ORD 038222105 3,822 29,000 SH   SOLE   0 0 29,000
BILL.COM HOLDINGS INC ORD 090043100 12,519 55,200 SH   SOLE   0 0 55,200
CHARTER COMMUNICATIONS INC CL A ORD 16119P108 9,219 16,900 SH   SOLE   0 0 16,900
CONFLUENT INC CL A ORD 20717M103 6,970 170,000 SH   SOLE   0 0 170,000
COUPA SOFTWARE INC ORD 22266L106 1,260 12,400 SH   SOLE   0 0 12,400
CROWDSTRIKE HOLDINGS INC CL A ORD 22788C105 5,314 23,400 SH   SOLE   0 0 23,400
DATADOG INC CL A ORD 23804L103 19,776 130,561 SH   SOLE   0 0 130,561
DOORDASH INC CL A ORD 25809K105 2,356 20,100 SH   SOLE   0 0 20,100
DYNATRACE INC ORD 268150109 5,228 111,000 SH   SOLE   0 0 111,000
EXPEDIA GROUP INC ORD 30212P303 4,941 25,252 SH   SOLE   0 0 25,252
FIVE BELOW INC ORD 33829M101 2,690 16,988 SH   SOLE   0 0 16,988
HILTON WORLDWIDE HOLDINGS INC ORD 43300A203 4,802 31,645 SH   SOLE   0 0 31,645
LYFT INC CL A ORD 55087P104 4,712 122,700 SH   SOLE   0 0 122,700
MARRIOTT INTERNATIONAL INC CL A ORD 571903202 2,962 16,854 SH   SOLE   0 0 16,854
MASTERCARD INC CL A ORD 57636Q104 8,675 24,273 SH   SOLE   0 0 24,273
MATCH GROUP INC ORD 57667L107 3,317 30,500 SH   SOLE   0 0 30,500
MICROSOFT CORP ORD 594918104 36,569 118,612 SH   SOLE   0 0 118,612
MONGODB INC CL A ORD 60937P106 13,663 30,800 SH   SOLE   0 0 30,800
MONSTER BEVERAGE CORP ORD 61174X109 4,231 52,955 SH   SOLE   0 0 52,955
NIKE INC CL B ORD 654106103 3,448 25,627 SH   SOLE   0 0 25,627
NVIDIA CORP ORD 67066G104 10,069 36,900 SH   SOLE   0 0 36,900
OKTA INC CL A ORD 679295105 7,367 48,800 SH   SOLE   0 0 48,800
PALO ALTO NETWORKS INC ORD 697435105 8,217 13,200 SH   SOLE   0 0 13,200
PAYPAL HOLDINGS INC ORD 70450Y103 5,135 44,405 SH   SOLE   0 0 44,405
PELOTON INTERACTIVE INC ORD 70614W100 396 15,000 SH   SOLE   0 0 15,000
SAILPOINT TECHNOLOGIES HOLDINGS INC ORD 78781P105 11,940 233,297 SH   SOLE   0 0 233,297
SBA COMMUNICATIONS CORP ORD 78410G104 5,746 16,700 SH   SOLE   0 0 16,700
SERVICENOW INC ORD 81762P102 31,409 56,400 SH   SOLE   0 0 56,400
SIX FLAGS ENTERTAINMENT CORP ORD 83001A102 3,045 70,000 SH   SOLE   0 0 70,000
SMARTSHEET INC CL A ORD 83200N103 28,844 526,541 SH   SOLE   0 0 526,541
SNOWFLAKE INC. CL A ORD 833445109 6,828 29,800 SH   SOLE   0 0 29,800
STARBUCKS CORP ORD 855244109 3,831 42,118 SH   SOLE   0 0 42,118
T-MOBILE US INC ORD 872590104 10,011 78,000 SH   SOLE   0 0 78,000
TENABLE HOLDINGS INC ORD 88025T102 19,181 331,900 SH   SOLE   0 0 331,900
VAIL RESORTS INC ORD 91879Q109 5,986 23,000 SH   SOLE   0 0 23,000
VISA INC CL A ORD 92826C839 7,422 33,468 SH   SOLE   0 0 33,468
ZENDESK INC ORD 98936J101 19,523 162,300 SH   SOLE   0 0 162,300