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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107   61,579,212 38,974,185 SH   SOLE   38,974,185 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   37,148,014 11,572,590 SH   SOLE   11,572,590 0 0
ALPHABET INC CAP STK CL A 02079K305   75,465,000 500,000 SH   SOLE   500,000 0 0
ALTAIR ENGR INC COM CL A 021369103   1,070,844,500 12,430,000 SH   SOLE   12,430,000 0 0
AMAZON COM INC COM 023135106   802,691,000 4,450,000 SH   SOLE   4,450,000 0 0
ANSYS INC COM 03662Q105   50,338,200 145,000 SH   SOLE   145,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   366,061,284 377,200 SH   SOLE   377,200 0 0
AURA BIOSCIENCES INC COM 05153U107   54,344,530 6,922,870 SH   SOLE   6,922,870 0 0
BRIDGEBIO PHARMA INC COM 10806X102   5,256,400 170,000 SH   SOLE   170,000 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   874,395,847 16,779,809 SH   SOLE   16,779,809 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,067,133,840 15,055,500 SH   SOLE   15,055,500 0 0
MODERNA INC COM 60770K107   77,788,800 730,000 SH   SOLE   730,000 0 0
NVIDIA CORPORATION COM 67066G104   2,402,125,103 2,658,512 SH   SOLE   2,658,512 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   55,371,750 7,462,500 SH   SOLE   7,462,500 0 0
PTC INC COM 69370C100   56,076,069 296,793 SH   SOLE   296,793 0 0
QUALCOMM INC COM 747525103   1,171,516,045 6,919,764 SH   SOLE   6,919,764 0 0
SYNOPSYS INC COM 871607107   410,185,553 717,735 SH   SOLE   717,735 0 0
TRANSDIGM GROUP INC COM 893641100   1,348,478,840 1,094,900 SH   SOLE   1,094,900 0 0
UNITY SOFTWARE INC COM 91332U101   6,675,000 250,000 SH   SOLE   250,000 0 0
VEEVA SYS INC CL A COM 922475108   115,571,837 498,821 SH   SOLE   498,821 0 0
WORKDAY INC CL A 98138H101   432,593,228 1,586,043 SH   SOLE   1,586,043 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107   220,009,174 13,959,973 SH   SOLE   13,959,973 0 0
ZSCALER INC COM 98980G102   3,545,355 18,405 SH   SOLE   18,405 0 0