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
Expires: July 31, 2015
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 COM 007903107 26,048,190 161,000 SH SOLE 161,000 0 0
AEROVIRONMENT INC COM 008073108 2,834,010 9,000 SH SOLE 9,000 0 0
ALPHABET INC CAP STK CL C 02079K107 937,667 3,850 SH SOLE 3,850 0 0
ARISTA NETWORKS INC COM SHS 040413205 35,086,968 240,800 SH SOLE 240,800 0 0
BROADCOM INC COM 11135F101 43,383,165 131,500 SH SOLE 131,500 0 0
CELSIUS HLDGS INC COM NEW 15118V207 2,173,122 37,800 SH SOLE 37,800 0 0
CIENA CORP COM NEW 171779309 713,783 4,900 SH SOLE 4,900 0 0
DELL TECHNOLOGIES INC CL C 24703L202 12,518,291 88,300 SH SOLE 88,300 0 0
EQUINIX INC COM 29444U700 246,720 315 SH SOLE 315 0 0
GRINDR INC COM 39854F101 156,208 10,400 SH SOLE 10,400 0 0
INTUITIVE SURGICAL INC C COM NEW 46120E602 7,915,971 17,700 SH SOLE 17,700 0 0
KARMAN HLDGS INC COMMON STOCK 485924104 1,068,560 14,800 SH SOLE 14,800 0 0
KLAVIYO INC COM SER A 49845K101 711,633 25,700 SH SOLE 25,700 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 9,261,059 88,665 SH SOLE 88,665 0 0
MICROSOFT CORP COM 594918104 77,796,090 150,200 SH SOLE 150,200 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 125,754 275 SH SOLE 275 0 0
NVIDIA CORPORATION COM 67066G104 218,423,352 1,170,700 SH SOLE 1,170,700 0 0
SALESFORCE INC COM 79466L302 2,607,000 11,000 SH SOLE 11,000 0 0
SYNOPSYS INC COM 871607107 21,980,524 44,550 SH SOLE 44,550 0 0
SPDR S&P 500 ETF TR PUT 78462F953 253,050 1,050 SH Put SOLE 0 0 1,050
WORKDAY INC CL A 98138H101 4,236,848 17,600 SH SOLE 17,600 0 0
ROBINHOOD MKTS INC COM CL A 770700102 19,400,890 135,500 SH SOLE 135,500 0 0
SENTINELONE INC CLA 81730H109 1,338,360 76,000 SH SOLE 76,000 0 0
EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707 11,706,393 178,560 SH SOLE 178,560 0 0
ARK ETF TR ARK SPACE EXPL 00214Q807 773,705 27,100 SH SOLE 773,705 0 0