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
Estimated average burden
hours per response: 23.8
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   49,548,824 313,620 SH   SOLE   313,620 0 0
Cloudflare, Inc. Class A NET 18915M107   20,019,701 102,230 SH   SOLE   102,230 0 0
Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100   19,942,445 88,050 SH   SOLE   88,050 0 0
Palantir Technologies, Inc. Class A PLTR 69608A108   17,105,434 125,480 SH   SOLE   125,480 0 0
Coinbase Global, Inc. Class A COIN 19260Q107   16,763,937 47,830 SH   SOLE   47,830 0 0
Robinhood Markets, Inc. HOOD 770700102   14,291,683 152,640 SH   SOLE   152,640 0 0
DoorDash, Inc. Class A DASH 25809K105   14,245,813 57,790 SH   SOLE   57,790 0 0
Meta Platforms, Inc. Class A META 30303M102   14,200,852 19,240 SH   SOLE   19,240 0 0
Affirm Holdings, Inc. Class A AFRM 00827B106   14,076,904 203,600 SH   SOLE   203,600 0 0
AppLovin Corporation APP 03831W108   11,486,125 32,810 SH   SOLE   32,810 0 0
Roku, Inc. Class A ROKU 77543R102   11,459,098 130,380 SH   SOLE   130,380 0 0
Vertiv Holdings Co VRT 92537N108   11,410,513 88,860 SH   SOLE   88,860 0 0
Reddit, Inc. RDDT 75734B100   11,282,210 74,930 SH   SOLE   74,930 0 0
Broadcom Ltd. AVGO 11135F101   8,658,167 31,410 SH   SOLE   31,410 0 0
Snowflake, Inc. Class A SNOW 833445109   8,565,916 38,280 SH   SOLE   38,280 0 0
Micro Strategy, Inc. Class A MSTR 594972408   8,545,422 21,140 SH   SOLE   21,140 0 0
Credo Technology Group Holding LTD CRDO G25457105   8,355,322 90,240 SH   SOLE   90,240 0 0
Advanced Micro Devices, Inc. AMD 007903107   8,301,150 58,500 SH   SOLE   58,500 0 0
Core Scientific, Inc. CORZ 21874A106   5,834,014 341,770 SH   SOLE   341,770 0 0
CoreWeave, Inc. CRWV 218735108   5,736,451 35,180 SH   SOLE   35,180 0 0
Circle Internet Group Inc. CRCL 172573107   5,719,700 31,550 SH   SOLE   31,550 0 0
Booking Holdings Inc. BKNG 09857L108   57,892 10 SH   SOLE   10 0 0
MercadoLibre, Inc. (Argentina) MELI 58733R102   26,136 10 SH   SOLE   10 0 0
Netflix, Inc. NFLX 64110L106   13,391 10 SH   SOLE   10 0 0
ServiceNow, Inc. NOW 81762P102   10,281 10 SH   SOLE   10 0 0
KLA Corporation KLAC 482480100   8,957 10 SH   SOLE   10 0 0
Axon Enterprise, Inc. AXON 05464C101   8,279 10 SH   SOLE   10 0 0
ASML Holding N.V. ADR ASML N07059111   8,014 10 SH   SOLE   10 0 0
Intuit, Inc. INTU 461202103   7,876 10 SH   SOLE   10 0 0
Eli Lilly and Company LLY 532457108   7,795 10 SH   SOLE   10 0 0
Spotify Technology S.A. (Luxembourg) SPOT L8681T102   7,673 10 SH   SOLE   10 0 0
Monolithic Power Systems, Inc. MPWR 609839105   7,314 10 SH   SOLE   10 0 0
HubSpot, Inc. HUBS 443573100   5,566 10 SH   SOLE   10 0 0
Invesco QQQ ETF QQQ 46090E103   5,516 10 SH   SOLE   10 0 0
GE Vernova Inc. GEV 36828A101   5,292 10 SH   SOLE   10 0 0
Synopsys, Inc. SNPS 871607107   5,127 10 SH   SOLE   10 0 0
CrowdStrike Holdings, Inc. Class A CRWD 22788C105   5,093 10 SH   SOLE   10 0 0
Microsoft Corp. MSFT 594918104   4,974 10 SH   SOLE   10 0 0
Palo Alto Networks, Inc. PANW 697435105   4,093 20 SH   SOLE   20 0 0
Cyberark Software LTD (Israel) CYBR M2682V108   4,069 10 SH   SOLE   10 0 0
Adobe, Inc. ADBE 00724F101   3,869 10 SH   SOLE   10 0 0
Eaton Corporation PLC ETN 0088KQN82   3,570 10 SH   SOLE   10 0 0
Carvana Co. Class A CVNA 146869102   3,370 10 SH   SOLE   10 0 0
Constellation Energy Corporation CEG 21037T109   3,228 10 SH   SOLE   10 0 0
Tesla, Inc. TSLA 88160R101   3,177 10 SH   SOLE   10 0 0
monday.com Ltd. MNDY 001176213   3,145 10 SH   SOLE   10 0 0
Zscaler, Inc. ZS 98980G102   3,139 10 SH   SOLE   10 0 0
Cadence Design Systems, Inc. CDNS 127387108   3,082 10 SH   SOLE   10 0 0
Flutter Entertainment PLC FLUT 00BWT6H89   2,858 10 SH   SOLE   10 0 0
VanEck Semiconductor ETF SMH 92189F676   2,789 10 SH   SOLE   10 0 0
Take-Two Interactive Software, Inc. TTWO 874054109   2,429 10 SH   SOLE   10 0 0
Argan, Inc. AGX 04010E109   2,205 10 SH   SOLE   10 0 0
Amazon.com, Inc. AMZN 023135106   2,194 10 SH   SOLE   10 0 0
Oracle Corp. ORCL 68389X105   2,186 10 SH   SOLE   10 0 0
MongoDB, Inc. Class A MDB 60937P106   2,100 10 SH   SOLE   10 0 0
Apple, Inc. AAPL 037833100   2,052 10 SH   SOLE   10 0 0
Atlassian Corporation PLC Class A (United Kingdom) TEAM G06242104   2,031 10 SH   SOLE   10 0 0
Vistra Corp. VST 92840M102   1,938 10 SH   SOLE   10 0 0
Applied Materials, Inc. AMAT 038222105   1,831 10 SH   SOLE   10 0 0
Alphabet, Inc. Class A GOOGL 02079K305   1,762 10 SH   SOLE   10 0 0
Arm Holdings plc ARM 042068205   1,617 10 SH   SOLE   10 0 0
Qualcomm, Inc. QCOM 747525103   1,593 10 SH   SOLE   10 0 0
Datadog, Inc. Class A DDOG 23804L103   1,343 10 SH   SOLE   10 0 0
Airbnb, Inc. Class A ABNB 009066101   1,323 10 SH   SOLE   10 0 0
Micron Technology, Inc. MU 595112103   1,233 10 SH   SOLE   10 0 0
Dell Technologies, Inc. DELL 24703L202   1,226 10 SH   SOLE   10 0 0
Shopify, Inc. Class A (Canada) SHOP 82509L107   1,154 10 SH   SOLE   10 0 0
iShares Expanded Tech-Software Sector ETF IGV 464287515   1,095 10 SH   SOLE   10 0 0
Netapp, Inc. NTAP 64110D104   1,066 10 SH   SOLE   10 0 0
Roblox Corporation Class A RBLX 771049103   1,052 10 SH   SOLE   10 0 0
Arista Networks, Inc. ANET 040413205   1,023 10 SH   SOLE   10 0 0
Okta, Inc. Class A OKTA 679295105   1,000 10 SH   SOLE   10 0 0
Lam Research Corp. LRCX 512807108   973 10 SH   SOLE   10 0 0
Uber Technologies, Inc. UBER 90353T100   933 10 SH   SOLE   10 0 0
Astera Labs, Inc. ALAB 04626A103   904 10 SH   SOLE   10 0 0
Coherent Corp. COHR 19247G107   892 10 SH   SOLE   10 0 0
Elastic N.V. ESTC N14506104   843 10 SH   SOLE   10 0 0
CAVA Group, Inc. CAVA 148929102   842 10 SH   SOLE   10 0 0
Ciena Corp. CIEN 171779309   813 10 SH   SOLE   10 0 0
Marvell Technology, Inc. MRVL 573874104   774 10 SH   SOLE   10 0 0
The Trade Desk, Inc. Class A TTD 88339J105   720 10 SH   SOLE   10 0 0
Zillow Group, Inc. Class C Z 98954M101   701 10 SH   SOLE   10 0 0
Novo Nordisk A/S NVO 670100205   690 10 SH   SOLE   10 0 0
Dutch Bros Inc. BROS 26701L100   684 10 SH   SOLE   10 0 0
Block, Inc. XYZ 852234103   679 10 SH   SOLE   10 0 0
Western Digital Corp. WDC 958102105   640 10 SH   SOLE   10 0 0
ishares Bitcoin Trust IBIT 46438F101   612 10 SH   SOLE   10 0 0
Pure Storage, Inc. Class A PSTG 74624M102   576 10 SH   SOLE   10 0 0
Chipotle Mexican Grill CMG 169656105   562 10 SH   SOLE   10 0 0
Oklo Inc. OKLO 02156V109   560 10 SH   SOLE   10 0 0
Super Micro Computer, Inc. SMCI 86800U104   490 10 SH   SOLE   10 0 0
GitLab, Inc. GTLB 37637K108   451 10 SH   SOLE   10 0 0
Toast, Inc. TOST 888787108   443 10 SH   SOLE   10 0 0
DraftKings, Inc. Class A DKNG 26142R104   429 10 SH   SOLE   10 0 0
Samsara Inc. IOT 79589L106   398 10 SH   SOLE   10 0 0
Global-e Online Ltd GLBE 001174168   335 10 SH   SOLE   10 0 0
SoFi Technologies, Inc. SOFI 83406F102   182 10 SH   SOLE   10 0 0
Rivian Automotive, Inc. Class A RIVN 76954A103   137 10 SH   SOLE   10 0 0
Sandisk Corp. SNDK 80004C101   136 3 SH   SOLE   3 0 0
CleanSpark, Inc. CLSK 18452B209   110 10 SH   SOLE   10 0 0
Himax Technologies, Inc. HIMX 43289P106   89 10 SH   SOLE   10 0 0
Aurora Innovation, Inc. AUR 051774107   52 10 SH   SOLE   10 0 0