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

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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
NVIDIA Corp. NVDA 67066G104   30,514,549 70,150 SH   SOLE   70,150 0 0
Tesla, Inc. TSLA 88160R101   22,552,329 90,130 SH   SOLE   90,130 0 0
The Trade Desk, Inc. Class A TTD 88339J105   14,355,374 183,690 SH   SOLE   183,690 0 0
MongoDB, Inc. Class A MDB 60937P106   14,052,292 40,630 SH   SOLE   40,630 0 0
DraftKings, Inc. Class A DKNG 26142R104   12,120,742 411,710 SH   SOLE   411,710 0 0
Global-e Online Ltd GLBE 001174168   10,001,763 251,680 SH   SOLE   251,680 0 0
Uber Technologies, Inc. UBER 90353T100   9,891,529 215,080 SH   SOLE   215,080 0 0
Shopify, Inc. Class A (Canada) SHOP 82509L107   9,364,758 171,610 SH   SOLE   171,610 0 0
Zscaler, Inc. ZS 98980G102   9,165,807 58,910 SH   SOLE   58,910 0 0
Cloudflare, Inc. Class A NET 18915M107   9,089,738 144,190 SH   SOLE   144,190 0 0
Atlassian Corporation PLC Class A (United Kingdom) TEAM G06242104   8,904,727 44,190 SH   SOLE   44,190 0 0
Amazon.com, Inc. AMZN 023135106   7,276,349 57,240 SH   SOLE   57,240 0 0
Datadog, Inc. Class A DDOG 23804L103   6,186,833 67,920 SH   SOLE   67,920 0 0
DoorDash, Inc. Class A DASH 25809K105   6,143,031 77,300 SH   SOLE   77,300 0 0
AppLovin Corporation APP 03831W108   6,090,703 152,420 SH   SOLE   152,420 0 0
Snowflake, Inc. Class A SNOW 833445109   6,075,663 39,770 SH   SOLE   39,770 0 0
MercadoLibre, Inc. (Argentina) MELI 58733R102   5,946,357 4,690 SH   SOLE   4,690 0 0
HubSpot, Inc. HUBS 443573100   5,944,475 12,070 SH   SOLE   12,070 0 0
Coinbase Global, Inc. Class A COIN 19260Q107   5,116,702 68,150 SH   SOLE   68,150 0 0
monday.com Ltd. MNDY 001176213   3,130,265 19,660 SH   SOLE   19,660 0 0
Palo Alto Networks, Inc. PANW 697435105   2,065,416 8,810 SH   SOLE   8,810 0 0
Broadcom Ltd. AVGO 11135F101   8,306 10 SH   SOLE   10 0 0
Lam Research Corp. LRCX 512807108   6,268 10 SH   SOLE   10 0 0
ASML Holding N.V. ADR ASML N07059111   5,887 10 SH   SOLE   10 0 0
ServiceNow, Inc. NOW 81762P102   5,590 10 SH   SOLE   10 0 0
Intuit, Inc. INTU 461202103   5,109 10 SH   SOLE   10 0 0
Adobe, Inc. ADBE 00724F101   5,099 10 SH   SOLE   10 0 0
KLA Corporation KLAC 482480100   4,587 10 SH   SOLE   10 0 0
Netflix, Inc. NFLX 64110L106   3,776 10 SH   SOLE   10 0 0
Invesco QQQ ETF QQQ 46090E103   3,583 10 SH   SOLE   10 0 0
Micro Strategy, Inc. MSTR 594972408   3,283 10 SH   SOLE   10 0 0
Microsoft Corp. MSFT 594918104   3,158 10 SH   SOLE   10 0 0
Meta Platforms, Inc. Class A META 30303M102   3,002 10 SH   SOLE   10 0 0
VanEck Semiconductor ETF SMH 92189F676   2,900 20 SH   SOLE   20 0 0
Paycom Software, Inc. PAYC 70432V102   2,593 10 SH   SOLE   10 0 0
Cadence Design Systems Inc. CDNS 127387108   2,343 10 SH   SOLE   10 0 0
Arista Networks, Inc. ANET 040413106   1,839 10 SH   SOLE   10 0 0
Paylocity Holding Corp. PCTY 70438V106   1,817 10 SH   SOLE   10 0 0
Celsius Holdings, Inc. CELH 15118V207   1,716 10 SH   SOLE   10 0 0
Apple, Inc. AAPL 037833100   1,712 10 SH   SOLE   10 0 0
CrowdStrike Holdings, Inc. Class A CRWD 22788C105   1,674 10 SH   SOLE   10 0 0
Cyberark Software LTD (Israel) CYBR M2682V108   1,638 10 SH   SOLE   10 0 0
Spotify Technology S.A. (Luxembourg) SPOT L8681T102   1,546 10 SH   SOLE   10 0 0
Applied Materials, Inc. AMAT 038222105   1,385 10 SH   SOLE   10 0 0
Airbnb, Inc. Class A ABNB 009066101   1,372 10 SH   SOLE   10 0 0
Alphabet, Inc. Class A GOOGL 02079K305   1,309 10 SH   SOLE   10 0 0
Enphase Energy, Inc. ENPH 29355A107   1,202 10 SH   SOLE   10 0 0
Qualcomm, Inc. QCOM 747525103   1,111 10 SH   SOLE   10 0 0
BILL Holdings Inc BILL 090043100   1,086 10 SH   SOLE   10 0 0
Advanced Micro Devices, Inc. AMD 007903107   1,028 10 SH   SOLE   10 0 0
Teradyne, Inc. TER 880770102   1,005 10 SH   SOLE   10 0 0
ON Semiconductor Corporation ON 682189105   930 10 SH   SOLE   10 0 0
Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100   869 10 SH   SOLE   10 0 0
Okta, Inc. Class A OKTA 679295105   815 10 SH   SOLE   10 0 0
Roku, Inc. Class A ROKU 77543R102   706 10 SH   SOLE   10 0 0
Zoom Video Communications, Inc. Class A ZM 98980L101   699 10 SH   SOLE   10 0 0
Etsy, Inc. ETSY 29786A106   646 10 SH   SOLE   10 0 0
Fortinet,Inc. FTNT 34959E109   587 10 SH   SOLE   10 0 0
Twilio, Inc. Class A TWLO 90138F102   585 10 SH   SOLE   10 0 0
PayPal Holdings, Inc. PYPL 70450Y103   585 10 SH   SOLE   10 0 0
Marvell Technology, Inc. MRVL 573874104   541 10 SH   SOLE   10 0 0
Ambarella, Inc. AMBA G037AX101   530 10 SH   SOLE   10 0 0
Ciena Corp CIEN 171779309   473 10 SH   SOLE   10 0 0
Zillow Group, Inc. Class C Z 98954M101   462 10 SH   SOLE   10 0 0
GitLab Inc. GTLB 37637K108   452 10 SH   SOLE   10 0 0
Block, Inc. Class A SQ 852234103   443 10 SH   SOLE   10 0 0
Carvana Co. Class A CVNA 146869102   420 10 SH   SOLE   10 0 0
Wolfspeed, Inc. WOLF 977852102   381 10 SH   SOLE   10 0 0
Pure Storage, Inc. Class A PSTG 74624M102   356 10 SH   SOLE   10 0 0
Unity Software, Inc. U 91332U101   314 10 SH   SOLE   10 0 0
Roblox Corporation Class A RBLX 771049103   290 10 SH   SOLE   10 0 0
Pinterest, Inc. Class A PINS 72352L106   270 10 SH   SOLE   10 0 0
C3.ai, Inc. AI 12468P104   255 10 SH   SOLE   10 0 0
Rivian Automotive, Inc. Class A RIVN 76954A103   243 10 SH   SOLE   10 0 0
HashiCorp, Inc. HCP 418100103   228 10 SH   SOLE   10 0 0
Fastly, Inc. FSLY 31188V100   192 10 SH   SOLE   10 0 0
Chewy, Inc. Class A CHWY 16679L109   183 10 SH   SOLE   10 0 0
UiPath Inc. PATH 90364P105   171 10 SH   SOLE   10 0 0
ZoomInfo Technologies Inc. ZI 98980F104   164 10 SH   SOLE   10 0 0
Palantir Technologies, Inc. Class PLTR 69608A108   160 10 SH   SOLE   10 0 0
Snap, Inc. Class A SNAP 83304A106   89 10 SH   SOLE   10 0 0
Digital Turbine, Inc. APPS 25400W102   61 10 SH   SOLE   10 0 0
Opendoor Technologies, Inc. OPEN 683712103   26 10 SH   SOLE   10 0 0
Polestar Automotive Holding UK PLC ADS Class A PSNY 731105201   26 10 SH   SOLE   10 0 0