Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DYNATRACE INC(DT) | 0 | 140,000 | +140,000 | 0 | 6,502 | 9.38% | +6,502 |
| ATLASSIAN CORPORATION | 0 | 30,000 | +30,000 | 0 | 5,853 | 8.44% | +5,853 |
| INTEL CORP(INTC) | 0 | 100,000 | +100,000 | 0 | 4,417 | 6.37% | +4,417 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 60,000 | +60,000 | 0 | 4,253 | 6.13% | +4,253 |
| CLOUDFLARE INC(NET) | 0 | 40,000 | +40,000 | 0 | 3,873 | 5.59% | +3,873 |
| ADOBE INC(ADBE) | 0 | 7,000 | +7,000 | 0 | 3,532 | 5.10% | +3,532 |
| ADVANCED MICRO DEVICES INC(AMD) | 50,000 | 60,000 | +10,000 | 7,371 | 10,829 | 15.62% | +3,459 |
| SERVICENOW INC(NOW) | 0 | 4,000 | +4,000 | 0 | 3,050 | 4.40% | +3,050 |
| TWILIO INC(TWLO) | 32,000 | 75,000 | +43,000 | 2,428 | 4,586 | 6.62% | +2,158 |
| ARISTA NETWORKS INC | 24,000 | 25,920 | +1,920 | 5,652 | 7,516 | 10.84% | +1,864 |
| DATADOG INC(DDOG) | 0 | 8,000 | +8,000 | 0 | 989 | 1.43% | +989 |
| MONGODB INC(MDB) | 19,000 | 23,100 | +4,100 | 7,768 | 8,285 | 11.95% | +516 |
| TERADYNE INC(TER) | 53,900 | 50,000 | -3,900 | 5,849 | 5,642 | 8.14% | -208 |
| COUCHBASE INC | 54,000 | 0 | -54,000 | 1,216 | 0 | — | -1,216 |
| CONFLUENT INC | 70,000 | 0 | -70,000 | 1,638 | 0 | — | -1,638 |
| CERIDIAN HCM HLDG INC | 25,000 | 0 | -25,000 | 1,678 | 0 | — | -1,678 |
| PAYCOM SOFTWARE INC(PAYC) | 10,000 | 0 | -10,000 | 2,067 | 0 | — | -2,067 |
| ORACLE CORP(ORCL) | 20,000 | 0 | -20,000 | 2,109 | 0 | — | -2,109 |
| ASML HOLDING N V N Y REGISTRY SHS | 3,000 | 0 | -3,000 | 2,271 | 0 | — | -2,271 |
| MONDAY COM LTD SHS | 16,000 | 0 | -16,000 | 3,005 | 0 | — | -3,005 |
| MICROSOFT CORP(MSFT) | 8,000 | 0 | -8,000 | 3,008 | 0 | — | -3,008 |
| CHEWY INC(CHWY) | 130,000 | 0 | -130,000 | 3,072 | 0 | — | -3,072 |
| UNITY SOFTWARE INC(U) | 82,000 | 0 | -82,000 | 3,353 | 0 | — | -3,353 |
| OKTA INC(OKTA) | 39,001 | 0 | -39,001 | 3,531 | 0 | — | -3,531 |
| SMARTSHEET INC | 80,000 | 0 | -80,000 | 3,826 | 0 | — | -3,826 |
| META PLATFORMS INC(META) | 13,000 | 0 | -13,000 | 4,601 | 0 | — | -4,601 |
| FORTINET INC(FTNT) | 110,000 | 0 | -110,000 | 6,438 | 0 | — | -6,438 |