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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106   16,454,250 75,000 SH   SOLE   75,000 0 0
ANALOG DEVICES INC COM 032654105   12,747,600 60,000 SH   SOLE   60,000 0 0
APPLOVIN CORP COM CL A 03831W108   2,752,555 8,500 SH   SOLE   8,500 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   4,996,080 40,500 SH   SOLE   40,500 0 0
ATLASSIAN CORPORATION CL A 049468101   4,867,600 20,000 SH   SOLE   20,000 0 0
BAIDU INC SPON ADR REP A 056752108   6,744,800 80,000 SH   SOLE   80,000 0 0
BLOCK INC CL A 852234103   8,074,050 95,000 SH   SOLE   95,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   4,957,290 16,499 SH   SOLE   16,499 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   4,107,400 22,000 SH   SOLE   22,000 0 0
CISCO SYS INC COM 17275R102   10,064,000 170,000 SH   SOLE   170,000 0 0
CLOUDFLARE INC CL A COM 18915M107   7,537,600 70,000 SH   SOLE   70,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   2,234,700 9,000 SH   SOLE   9,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   5,645,640 16,500 SH   SOLE   16,500 0 0
DAYFORCE INC COM 15677J108   2,687,680 37,000 SH   SOLE   37,000 0 0
DISNEY WALT CO COM 254687106   6,124,250 55,000 SH   SOLE   55,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   4,192,425 22,500 SH   SOLE   22,500 0 0
FISERV INC COM 337738108   1,848,780 9,000 SH   SOLE   9,000 0 0
FLUTTER ENTMT PLC SHS G3643J108   2,972,175 11,500 SH   SOLE   11,500 0 0
FORTINET INC COM 34959E109   5,668,800 60,000 SH   SOLE   60,000 0 0
GLOBAL PMTS INC COM 37940X102   7,578,842 67,632 SH   SOLE   67,632 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   5,492,480 128,000 SH   SOLE   128,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   4,483,500 210,000 SH   SOLE   210,000 0 0
INGRAM MICRO HLDG CORP COM 457152106   1,551,200 80,000 SH   SOLE   80,000 0 0
INTEL CORP COM 458140100   2,005,000 100,000 SH   SOLE   100,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   7,254,390 33,000 SH   SOLE   33,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   3,386,654 15,327 SH   SOLE   15,327 0 0
JD.COM INC SPON ADS CL A 47215P106   5,720,550 165,000 SH   SOLE   165,000 0 0
LAM RESEARCH CORP COM NEW 512807306   14,446,000 200,000 SH   SOLE   200,000 0 0
LUMENTUM HLDGS INC COM 55024U109   2,518,500 30,000 SH   SOLE   30,000 0 0
MAPLEBEAR INC COM 565394103   6,288,716 151,828 SH   SOLE   151,828 0 0
MASTERCARD INCORPORATED CL A 57636Q104   13,690,820 26,000 SH   SOLE   26,000 0 0
META PLATFORMS INC CL A 30303M102   5,855,100 10,000 SH   SOLE   10,000 0 0
MICROSOFT CORP COM 594918104   13,698,750 32,500 SH   SOLE   32,500 0 0
NVIDIA CORPORATION COM 67066G104   5,707,325 42,500 SH   SOLE   42,500 0 0
OKTA INC CL A 679295105   2,994,400 38,000 SH   SOLE   38,000 0 0
PAYCHEX INC COM 704326107   2,804,400 20,000 SH   SOLE   20,000 0 0
PINTEREST INC CL A 72352L106   1,450,000 50,000 SH   SOLE   50,000 0 0
SALESFORCE INC COM 79466L302   9,695,570 29,000 SH   SOLE   29,000 0 0
SERVICENOW INC COM 81762P102   6,360,720 6,000 SH   SOLE   6,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   5,764,200 65,000 SH   SOLE   65,000 0 0
SNOWFLAKE INC CL A 833445109   11,966,775 77,500 SH   SOLE   77,500 0 0
SYNOPSYS INC COM 871607107   485,360 1,000 SH   SOLE   1,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   6,690,388 36,345 SH   SOLE   36,345 0 0
TESLA INC COM 88160R101   2,423,040 6,000 SH   SOLE   6,000 0 0
TEXAS INSTRS INC COM 882508104   1,875,100 10,000 SH   SOLE   10,000 0 0
TRIP COM GROUP LTD ADS 89677Q107   5,218,160 76,000 SH   SOLE   76,000 0 0
WESTERN DIGITAL CORP COM 958102105   3,875,950 65,000 SH   SOLE   65,000 0 0
WIX COM LTD SHS M98068105   4,291,000 20,000 SH   SOLE   20,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   5,924,000 80,000 SH   SOLE   80,000 0 0