The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
| |||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||||||
| 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 | 58,091,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 9,598,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BANDWIDTH INC | COM CL A | 05988J103 | 6,330,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BLOOM ENERGY CORP | COM CL A | 093712107 | 30,270,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LEMONADE INC | COM | 52567D107 | 6,505,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 80,036,000 | 400,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| REDDIT INC | CL A | 75734B100 | 34,716,000 | 200,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C200 | 227,373,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 33,333,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SOUND GROUP INC | SPONSORED ADS | 53933L203 | 1,122,500 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 33,482,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| VIAVI SOLUTIONS INC | COM | 925550105 | 23,875,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 16,696,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||