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
ARISTA NETWORKS INC COM SHS 040413205 413,488 2,434 SH SOLE 2,434 0 0
BICARA THERAPEUTICS INC COM 055477103 3,378,128 113,780 SH SOLE 113,780 0 0
BILLIONTOONE INC CL A 090168105 27,995,293 233,333 SH SOLE 233,333 0 0
BLOOM ENERGY CORP COM CL A 093712107 1,138,455 3,761 SH SOLE 3,761 0 0
BROADCOM INC COM 11135F101 372,084 985 SH SOLE 985 0 0
CHIME FINL INC COM SHS CL A 16935C109 1,027,789 50,185 SH SOLE 50,185 0 0
COHERENT CORP COM 19247G107 1,522,654 3,860 SH SOLE 3,860 0 0
LAM RESEARCH CORP COM NEW 512807306 5,056,528 11,669 SH SOLE 11,669 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 897,569 5,868 SH SOLE 5,868 0 0
NAVAN INC CL A 639193101 134,344,258 5,874,257 SH SOLE 5,874,257 0 0
NVIDIA CORPORATION COM 67066G104 1,684,358 8,418 SH SOLE 8,418 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,414,741 25,542 SH SOLE 25,542 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 1,082,482 26,649 SH SOLE 26,649 0 0
ROBINHOOD MKTS INC COM CL A 770700102 105,274,145 1,049,802 SH SOLE 1,049,802 0 0
SYNOPSYS INC COM 871607107 663,752 1,488 SH SOLE 1,488 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,857,333 8,077 SH SOLE 8,077 0 0