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   29,156,388 269,020 SH   SOLE   269,020 0 0
Robinhood Markets, Inc. HOOD 770700102   18,316,130 440,080 SH   SOLE   440,080 0 0
Tesla, Inc. TSLA 88160R101   16,581,057 63,980 SH   SOLE   63,980 0 0
Carvana Co. Class A CVNA 146869102   13,220,128 63,230 SH   SOLE   63,230 0 0
Cloudflare, Inc. Class A NET 18915M107   12,578,458 111,620 SH   SOLE   111,620 0 0
DoorDash, Inc. Class A DASH 25809K105   10,419,718 57,010 SH   SOLE   57,010 0 0
Palantir Technologies, Inc. Class A PLTR 69608A108   10,400,612 123,230 SH   SOLE   123,230 0 0
Meta Platforms, Inc. Class A META 30303M102   10,380,244 18,010 SH   SOLE   18,010 0 0
Aurora Innovation, Inc. AUR 051774107   10,272,572 1,527,520 SH   SOLE   1,527,520 0 0
AppLovin Corporation APP 03831W108   10,241,091 38,650 SH   SOLE   38,650 0 0
Roku, Inc. Class A ROKU 77543R102   9,956,694 141,350 SH   SOLE   141,350 0 0
MercadoLibre, Inc. (Argentina) MELI 58733R102   9,403,193 4,820 SH   SOLE   4,820 0 0
Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100   8,452,720 50,920 SH   SOLE   50,920 0 0
Shopify, Inc. Class A (Canada) SHOP 82509L107   8,449,980 88,500 SH   SOLE   88,500 0 0
Axon Enterprise, Inc. AXON 05464C101   8,294,232 15,770 SH   SOLE   15,770 0 0
Micro Strategy, Inc. Class A MSTR 594972408   7,990,844 27,720 SH   SOLE   27,720 0 0
Dutch Bros Inc. BROS 26701L100   6,438,247 104,280 SH   SOLE   104,280 0 0
Affirm Holdings, Inc. Class A AFRM 00827B106   6,304,909 139,520 SH   SOLE   139,520 0 0
Amazon.com, Inc. AMZN 023135106   1,048,333 5,510 SH   SOLE   5,510 0 0
Snowflake, Inc. Class A SNOW 833445109   1,046,506 7,160 SH   SOLE   7,160 0 0
Booking Holdings Inc. BKNG 09857L108   46,069 10 SH   SOLE   10 0 0
Netflix, Inc. NFLX 64110L106   9,325 10 SH   SOLE   10 0 0
Eli Lilly and Company LLY 532457108   8,259 10 SH   SOLE   10 0 0
ServiceNow, Inc. NOW 81762P102   7,961 10 SH   SOLE   10 0 0
KLA Corporation KLAC 482480100   6,798 10 SH   SOLE   10 0 0
ASML Holding N.V. ADR ASML N07059111   6,626 10 SH   SOLE   10 0 0
Intuit, Inc. INTU 461202103   6,140 10 SH   SOLE   10 0 0
Monolithic Power Systems, Inc. MPWR 609839105   5,800 10 SH   SOLE   10 0 0
HubSpot, Inc. HUBS 443573100   5,713 10 SH   SOLE   10 0 0
Spotify Technology S.A. (Luxembourg) SPOT L8681T102   5,500 10 SH   SOLE   10 0 0
Invesco QQQ ETF QQQ 46090E103   4,689 10 SH   SOLE   10 0 0
Synopsys, Inc. SNPS 871607107   4,289 10 SH   SOLE   10 0 0
Adobe, Inc. ADBE 00724F101   3,835 10 SH   SOLE   10 0 0
Microsoft Corp. MSFT 594918104   3,754 10 SH   SOLE   10 0 0
CrowdStrike Holdings, Inc. Class A CRWD 22788C105   3,526 10 SH   SOLE   10 0 0
Palo Alto Networks, Inc. PANW 697435105   3,413 20 SH   SOLE   20 0 0
Cyberark Software LTD (Israel) CYBR M2682V108   3,380 10 SH   SOLE   10 0 0
Eaton Corporation PLC ETN 0088KQN82   2,718 10 SH   SOLE   10 0 0
Cadence Design Systems, Inc. CDNS 127387108   2,543 10 SH   SOLE   10 0 0
monday.com Ltd. MNDY 001176213   2,432 10 SH   SOLE   10 0 0
Apple, Inc. AAPL 037833100   2,221 10 SH   SOLE   10 0 0
Flutter Entertainment PLC FLUT 00BWT6H89   2,216 10 SH   SOLE   10 0 0
VanEck Semiconductor ETF SMH 92189F676   2,115 10 SH   SOLE   10 0 0
Take-Two Interactive Software, Inc. TTWO 874054109   2,073 10 SH   SOLE   10 0 0
Constellation Energy Corporation CEG 21037T109   2,016 10 SH   SOLE   10 0 0
Zscaler, Inc. ZS 98980G102   1,984 10 SH   SOLE   10 0 0
MongoDB, Inc. Class A MDB 60937P106   1,754 10 SH   SOLE   10 0 0
Coinbase Global, Inc. Class A COIN 19260Q107   1,722 10 SH   SOLE   10 0 0
Broadcom Ltd. AVGO 11135F101   1,674 10 SH   SOLE   10 0 0
Alphabet, Inc. Class A GOOGL 02079K305   1,546 10 SH   SOLE   10 0 0
Qualcomm, Inc. QCOM 747525103   1,536 10 SH   SOLE   10 0 0
Applied Materials, Inc. AMAT 038222105   1,451 10 SH   SOLE   10 0 0
Oracle Corp. ORCL 68389X105   1,398 10 SH   SOLE   10 0 0
Airbnb, Inc. Class A ABNB 009066101   1,195 10 SH   SOLE   10 0 0
Vistra Corp. VST 92840M102   1,174 10 SH   SOLE   10 0 0
Arm Holdings plc ARM 042068205   1,068 10 SH   SOLE   10 0 0
Okta, Inc. Class A OKTA 679295105   1,052 10 SH   SOLE   10 0 0
Reddit, Inc. RDDT 75734B100   1,049 10 SH   SOLE   10 0 0
Advanced Micro Devices, Inc. AMD 007903107   1,027 10 SH   SOLE   10 0 0
Datadog, Inc. Class A DDOG 23804L103   992 10 SH   SOLE   10 0 0
Dell Technologies, Inc. DELL 24703L202   912 10 SH   SOLE   10 0 0
Elastic N.V. ESTC N14506104   891 10 SH   SOLE   10 0 0
iShares Expanded Tech-Software Sector ETF IGV 464287515   890 10 SH   SOLE   10 0 0
Netapp, Inc. NTAP 64110D104   878 10 SH   SOLE   10 0 0
Micron Technology, Inc. MU 595112103   869 10 SH   SOLE   10 0 0
CAVA Group, Inc. CAVA 148929102   864 10 SH   SOLE   10 0 0
Arista Networks, Inc. ANET 040413205   775 10 SH   SOLE   10 0 0
Uber Technologies, Inc. UBER 90353T100   729 10 SH   SOLE   10 0 0
Lam Research Corp. LRCX 512807108   727 10 SH   SOLE   10 0 0
Vertiv Holdings Co VRT 92537N108   722 10 SH   SOLE   10 0 0
Novo Nordisk A/S NVO 670100205   694 10 SH   SOLE   10 0 0
Zillow Group, Inc. Class C Z 98954M101   686 10 SH   SOLE   10 0 0
Coherent Corp. COHR 19247G107   649 10 SH   SOLE   10 0 0
Marvell Technology, Inc. MRVL 573874104   616 10 SH   SOLE   10 0 0
Ciena Corp. CIEN 171779309   604 10 SH   SOLE   10 0 0
Astera Labs, Inc. ALAB 04626A103   597 10 SH   SOLE   10 0 0
Roblox Corporation Class A RBLX 771049103   583 10 SH   SOLE   10 0 0
The Trade Desk, Inc. Class A TTD 88339J105   547 10 SH   SOLE   10 0 0
Block, Inc. XYZ 852234103   543 10 SH   SOLE   10 0 0
Chipotle Mexican Grill CMG 169656105   502 10 SH   SOLE   10 0 0
GitLab, Inc. GTLB 37637K108   470 10 SH   SOLE   10 0 0
ishares Bitcoin Trust IBIT 46438F101   468 10 SH   SOLE   10 0 0
Pure Storage, Inc. Class A PSTG 74624M102   443 10 SH   SOLE   10 0 0
Western Digital Corp. WDC 958102105   404 10 SH   SOLE   10 0 0
Credo Technology Group Holding LTD CRDO G25457105   402 10 SH   SOLE   10 0 0
Samsara Inc. IOT 79589L106   383 10 SH   SOLE   10 0 0
Global-e Online Ltd GLBE 001174168   357 10 SH   SOLE   10 0 0
Super Micro Computer, Inc. SMCI 86800U104   342 10 SH   SOLE   10 0 0
DraftKings, Inc. Class A DKNG 26142R104   332 10 SH   SOLE   10 0 0
Toast, Inc. TOST 888787108   332 10 SH   SOLE   10 0 0
Sandisk Corp. SNDK 80004C101   143 3 SH   SOLE   3 0 0
Rivian Automotive, Inc. Class A RIVN 76954A103   125 10 SH   SOLE   10 0 0
SoFi Technologies, Inc. SOFI 83406F102   116 10 SH   SOLE   10 0 0
Himax Technologies, Inc. HIMX 43289P106   74 10 SH   SOLE   10 0 0
Core Scientific, Inc. CORZ 21874A106   72 10 SH   SOLE   10 0 0
CleanSpark, Inc. CLSK 18452B209   67 10 SH   SOLE   10 0 0