Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting AMAZON COM INC,AMZN,,Buy,023135106,260403000.0,2304454.0,7.319 MICROSOFT CORP,MSFT,,Sell,594918104,224957000.0,965894.0,6.323 NETFLIX INC,NFLX,,New,64110L106,194701000.0,826966.0,5.472 MONOLITHIC PWR SYS INC,MPWR,,Sell,609839105,187848000.0,516919.0,5.28 INTUIT,INTU,,Sell,461202103,185679000.0,479395.0,5.219 SPLUNK INC,SPLK,,Sell,848637104,176716000.0,2349946.0,4.967 META PLATFORMS INC,FB,cl a,New,30303M102,174889000.0,1288978.0,4.916 ON SEMICONDUCTOR CORP,ON,,New,682189105,169073000.0,2712548.0,4.752 PURE STORAGE INC,PSTG,cl a,Buy,74624M102,160118000.0,5850134.0,4.5 WORKDAY INC,WDAY,cl a,Buy,98138H101,145022000.0,952714.0,4.076 ORACLE CORP,ORCL,,Buy,68389X105,137320000.0,2248563.0,3.86 JUNIPER NETWORKS INC,JNPR,,Buy,48203R104,116584000.0,4463388.0,3.277 ZSCALER INC,ZS,,Buy,98980G102,108030000.0,657235.0,3.036 NU HLDGS LTD,,,Sell,G6683N103,106280000.0,24154442.0,2.987 HUBSPOT INC,HUBS,,Buy,443573100,105653000.0,391135.0,2.97 T-MOBILE US INC,TMUS,,Sell,872590104,91531000.0,682199.0,2.573 BLOCK INC,SQ,cl a,New,852234103,88551000.0,1610307.0,2.489 PALO ALTO NETWORKS INC,PANW,,Buy,697435105,81454000.0,497310.0,2.289 SALESFORCE INC,CRM,,Buy,79466L302,74709000.0,519388.0,2.1 MONGODB INC,MDB,cl a,Sell,60937P106,70212000.0,353606.0,1.973 KE HLDGS INC,BEKE,sponsored ads,Sell,482497104,69086000.0,3943283.0,1.942 FIVE9 INC,FIVN,,Buy,338307101,66620000.0,888507.0,1.872 BROADCOM INC,AVGO,,Buy,11135F101,60486000.0,136227.0,1.7 CHECK POINT SOFTWARE TECH LT,CHKP,ord,Sell,M22465104,58026000.0,517993.0,1.631 PINTEREST INC,PINS,cl a,New,72352L106,55043000.0,2362354.0,1.547 BILL COM HLDGS INC,BILL,,New,090043100,54767000.0,413740.0,1.539 MARVELL TECHNOLOGY INC,MRVL,,Buy,573874104,44789000.0,1043785.0,1.259 CROWDSTRIKE HLDGS INC,CRWD,cl a,Sell,22788C105,37857000.0,229699.0,1.064 ALPHABET INC,GOOGL,cap stk cl a,Buy,02079K305,35783000.0,374101.0,1.006 PINDUODUO INC,PDD,sponsored ads,New,722304102,32539000.0,519955.0,0.915 GITLAB INC,,,New,37637K108,30003000.0,585764.0,0.843 ARISTA NETWORKS INC,ANET,,New,040413106,28988000.0,256778.0,0.815 PAGAYA TECHNOLOGIES LTD,,,Sell,M7S64L115,20082000.0,11095248.0,0.564 TOAST INC,,cl a,Sell,888787108,17905000.0,1070875.0,0.503 SMARTSHEET INC,SMAR,,New,83200N103,17262000.0,502384.0,0.485 KANZHUN LIMITED,BZ,sponsored ads,Sell,48553T106,16815000.0,996147.0,0.473 ALTERYX INC,AYX,,New,02156B103,16083000.0,288022.0,0.452 HASHICORP INC,,,Sell,418100103,14161000.0,439931.0,0.398 MONDAY COM LTD,MNDY,,New,M7S64H106,12370000.0,109139.0,0.348 PROCORE TECHNOLOGIES INC,PCOR,,Sell,74275K108,9423000.0,190435.0,0.265 AMPLITUDE INC,,,Exit,03213A104,0.0,-604558.0,-0.257 ELASTIC N V,ESTC,,Exit,N14506104,0.0,-275912.0,-0.554 II-VI INC,IIVI,,Exit,902104108,0.0,-1039853.0,-1.573 DATADOG INC,DDOG,,Exit,23804L103,0.0,-586661.0,-1.659 INTERNATIONAL BUSINESS MACHS,IBM,,Exit,459200101,0.0,-423363.0,-1.775 LUMENTUM HLDGS INC,LITE,,Exit,55024U109,0.0,-863115.0,-2.036