The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AGORA INC | ADS | 00851L103 | 443,824 | 111,234 | SH | SOLE | 0 | 111,234 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 86,658,651 | 242,490 | SH | SOLE | 0 | 242,490 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 100,102,800 | 420,000 | SH | SOLE | 0 | 420,000 | 0 | 0 | |
| AMPLITUDE INC | COM CL A | 03213A104 | 12,087,765 | 1,580,100 | SH | SOLE | 0 | 1,580,100 | 0 | 0 | |
| ATLASSIAN CORPORATION | CL A | 049468101 | 44,573,670 | 573,000 | SH | SOLE | 0 | 573,000 | 0 | 0 | |
| BRAZE INC | COM CL A | 10576N102 | 43,596,900 | 2,010,000 | SH | SOLE | 0 | 2,010,000 | 0 | 0 | |
| ELASTIC N V | ORD SHS | N14506104 | 69,803,884 | 1,224,200 | SH | SOLE | 0 | 1,224,200 | 0 | 0 | |
| FIVE9 INC | COM | 338307101 | 3,293,940 | 154,500 | SH | SOLE | 0 | 154,500 | 0 | 0 | |
| FRESHWORKS INC | CLASS A COM | 358054104 | 11,334,400 | 1,120,000 | SH | SOLE | 0 | 1,120,000 | 0 | 0 | |
| GITLAB INC | CLASS A COM | 37637K108 | 1,740,210 | 57,000 | SH | SOLE | 0 | 57,000 | 0 | 0 | |
| JFROG LTD | ORD SHS | M6191J100 | 362,611,200 | 3,990,000 | SH | SOLE | 0 | 3,990,000 | 0 | 0 | |
| KLAVIYO INC | COM SER A | 49845K101 | 906,000 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
| LYFT INC | CL A COM | 55087P104 | 8,181,600 | 560,000 | SH | SOLE | 0 | 560,000 | 0 | 0 | |
| MARQETA INC | CLASS A COM | 57142B104 | 4,790,800 | 1,180,000 | SH | SOLE | 0 | 1,180,000 | 0 | 0 | |
| MONDAY COM LTD | SHS | M7S64H106 | 31,424,499 | 434,100 | SH | SOLE | 0 | 434,100 | 0 | 0 | |
| OKTA INC | CL A | 679295105 | 124,169,500 | 910,000 | SH | SOLE | 0 | 910,000 | 0 | 0 | |
| ORACLE CORP | COM | 68389X105 | 33,721,155 | 230,100 | SH | SOLE | 0 | 230,100 | 0 | 0 | |
| PAGERDUTY INC | COM | 69553P100 | 5,307,500 | 550,000 | SH | SOLE | 0 | 550,000 | 0 | 0 | |
| SENTINELONE INC | CL A | 81730H109 | 3,224,300 | 190,000 | SH | SOLE | 0 | 190,000 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 41,727,384 | 420,300 | SH | SOLE | 0 | 420,300 | 0 | 0 | |
| SNOWFLAKE INC | COM SHS | 833445109 | 264,501,850 | 1,039,300 | SH | SOLE | 0 | 1,039,300 | 0 | 0 | |
| UIPATH INC | CL A | 90364P105 | 12,826,600 | 1,180,000 | SH | SOLE | 0 | 1,180,000 | 0 | 0 | |
| UNITY SOFTWARE INC | COM | 91332U101 | 16,733,590 | 585,500 | SH | SOLE | 0 | 585,500 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 12,854,100 | 105,000 | SH | SOLE | 0 | 105,000 | 0 | 0 | |
| YELP INC | CL A | 985817105 | 20,842,000 | 850,000 | SH | SOLE | 0 | 850,000 | 0 | 0 | |
| ZSCALER INC | COM | 98980G102 | 33,890,115 | 240,100 | SH | SOLE | 0 | 240,100 | 0 | 0 | |