The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100   47,811,360 248,332 SH   SOLE   248,332 0 0
AMAZON COM INC COM 023135106   99,110,462 652,300 SH   SOLE   652,300 0 0
BROADCOM INC COM 11135F101   34,603,750 31,000 SH   SOLE   31,000 0 0
BOEING CO COM 097023105   91,231,000 350,000 SH   SOLE   350,000 0 0
CADENCE DESIGN SYSTEMS INC COM 127387108   45,213,420 166,000 SH   SOLE   166,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   25,842,648 11,300 SH   SOLE   11,300 0 0
FAIR ISAAC CORP COM 303250104   93,819,206 80,600 SH   SOLE   80,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104   45,923,611 107,673 SH   SOLE   107,673 0 0
MICROSOFT CORP COM 594918104   129,604,066 344,655 SH   SOLE   344,655 0 0
NVIDIA CORPORATION COM 67066G104   106,472,300 215,000 SH   SOLE   215,000 0 0
QUALCOMM INC COM 747525103   17,934,120 124,000 SH   SOLE   124,000 0 0
ROKU INC COM CL A 77543R102   24,001,263 261,851 SH   SOLE   261,851 0 0
SEA LTD - ADR SPONSORD ADS 81141R100   17,734,302 437,884 SH   SOLE   437,884 0 0
S&P GLOBAL INC COM 78409V104   60,435,820 137,192 SH   SOLE   137,192 0 0
TYLER TECHNOLOGIES INC COM 902252105   20,906,000 50,000 SH   SOLE   50,000 0 0