Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting MICROSOFT CORP,MSFT,,Buy,594918104,369798000.0,1439857.0,10.982 MONOLITHIC PWR SYS INC,MPWR,,Sell,609839105,279989000.0,729061.0,8.315 INTUIT,INTU,,Buy,461202103,264162000.0,685351.0,7.845 SPLUNK INC,SPLK,,Buy,848637104,243096000.0,2748086.0,7.22 AMAZON COM INC,AMZN,,Buy,023135106,208988000.0,1967688.0,6.207 ORACLE CORP,ORCL,,Sell,68389X105,146418000.0,2095583.0,4.348 PALO ALTO NETWORKS INC,PANW,,Sell,697435105,132709000.0,268674.0,3.941 PURE STORAGE INC,PSTG,cl a,Sell,74624M102,131133000.0,5100476.0,3.894 MONGODB INC,MDB,cl a,Buy,60937P106,130864000.0,504292.0,3.886 CROWDSTRIKE HLDGS INC,CRWD,cl a,Sell,22788C105,124782000.0,740281.0,3.706 JUNIPER NETWORKS INC,JNPR,,Sell,48203R104,120879000.0,4241384.0,3.59 CHECK POINT SOFTWARE TECH LT,CHKP,ord,Sell,M22465104,107404000.0,881948.0,3.19 T-MOBILE US INC,TMUS,,New,872590104,95611000.0,710648.0,2.839 NU HLDGS LTD,,,Buy,G6683N103,93499000.0,24999620.0,2.777 KE HLDGS INC,BEKE,sponsored ads,New,482497104,92538000.0,5155342.0,2.748 HUBSPOT INC,HUBS,,Buy,443573100,91386000.0,303963.0,2.714 LUMENTUM HLDGS INC,LITE,,New,55024U109,68549000.0,863115.0,2.036 SALESFORCE INC,CRM,,New,79466L302,61591000.0,373191.0,1.829 INTERNATIONAL BUSINESS MACHS,IBM,,New,459200101,59775000.0,423363.0,1.775 WORKDAY INC,WDAY,cl a,Sell,98138H101,56284000.0,403235.0,1.672 DATADOG INC,DDOG,,Sell,23804L103,55874000.0,586661.0,1.659 II-VI INC,IIVI,,Sell,902104108,52981000.0,1039853.0,1.573 PAGAYA TECHNOLOGIES LTD,,,New,M7S64L115,48660000.0,11641149.0,1.445 ZSCALER INC,ZS,,New,98980G102,47685000.0,318942.0,1.416 BROADCOM INC,AVGO,,Sell,11135F101,47061000.0,96872.0,1.398 ALPHABET INC,GOOGL,cap stk cl a,Sell,02079K305,40497000.0,18583.0,1.203 KANZHUN LIMITED,BZ,sponsored ads,New,48553T106,39271000.0,1494338.0,1.166 MARVELL TECHNOLOGY INC,MRVL,,Sell,573874104,35628000.0,818473.0,1.058 FIVE9 INC,FIVN,,Sell,338307101,30496000.0,334602.0,0.906 PROCORE TECHNOLOGIES INC,PCOR,,New,74275K108,26890000.0,592421.0,0.799 ELASTIC N V,ESTC,,New,N14506104,18671000.0,275912.0,0.554 TOAST INC,,cl a,Buy,888787108,18406000.0,1422403.0,0.547 HASHICORP INC,,,Buy,418100103,16966000.0,576298.0,0.504 AMPLITUDE INC,,,Buy,03213A104,8639000.0,604558.0,0.257 BRAZE INC,,,Exit,10576N102,0.0,-200000.0,-0.103 ALTERYX INC,AYX,,Exit,02156B103,0.0,-224244.0,-0.199 SPROUT SOCIAL INC,SPT,,Exit,85209W109,0.0,-246706.0,-0.245 UIPATH INC,PATH,cl a,Exit,90364P105,0.0,-1122665.0,-0.3 OKTA INC,OKTA,cl a,Exit,679295105,0.0,-233018.0,-0.436 CALIX INC,CALX,,Exit,13100M509,0.0,-887366.0,-0.472 DUCK CREEK TECHNOLOGIES INC,DCT,,Exit,264120106,0.0,-1794390.0,-0.492 DOXIMITY INC,DOCS,cl a,Exit,26622P107,0.0,-805973.0,-0.52 MONDAY COM LTD,MNDY,,Exit,M7S64H106,0.0,-270741.0,-0.53 WAYFAIR INC,W,cl a,Exit,94419L101,0.0,-405920.0,-0.557 KNOWBE4 INC,KNBE,cl a,Exit,49926T104,0.0,-2000590.0,-0.571 DOORDASH INC,DASH,cl a,Exit,25809K105,0.0,-409295.0,-0.595 CCC INTELLIGENT SOLUTIONS HL,,,Exit,12510Q100,0.0,-4590182.0,-0.628 CONFLUENT INC,CFLT,,Exit,20717M103,0.0,-1791081.0,-0.91 COINBASE GLOBAL INC,COIN,,Exit,19260Q107,0.0,-393693.0,-0.927 THOUGHTWORKS HOLDING INC,,,Exit,88546E105,0.0,-3675404.0,-0.948 ENOVIX CORPORATION,,,Exit,293594107,0.0,-5500376.0,-0.973 ADVANCED MICRO DEVICES INC,AMD,,Exit,007903107,0.0,-747716.0,-1.013 FLYWIRE CORPORATION,FLYW,,Exit,302492103,0.0,-2852543.0,-1.081 NVIDIA CORPORATION,NVDA,,Exit,67066G104,0.0,-345441.0,-1.168 ASML HOLDING N V,ASML,,Exit,N07059210,0.0,-287183.0,-2.378 BILL COM HLDGS INC,BILL,,Exit,090043100,0.0,-884367.0,-2.486 SHOPIFY INC,SHOP,cl a,Exit,82509L107,0.0,-318298.0,-2.667 TESLA INC,TSLA,,Exit,88160R101,0.0,-244313.0,-3.263 ARISTA NETWORKS INC,ANET,,Exit,040413106,0.0,-2283896.0,-3.934