The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADMA BIOLOGICS INC | COM | 000899104 | 799,600 | 40,000 | SH | SOLE | N/A | 40,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 2,049,630 | 11,000 | SH | SOLE | N/A | 11,000 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 4,472,600 | 19,000 | SH | SOLE | N/A | 19,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 6,990,000 | 30,000 | SH | SOLE | N/A | 30,000 | 0 | 0 | ||
| ARS PHARMACEUTICALS INC | COM | 82835W108 | 3,915,000 | 270,000 | SH | SOLE | N/A | 270,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 6,704,000 | 80,000 | SH | SOLE | N/A | 80,000 | 0 | 0 | ||
| CIRRUS LOGIC INC | COM | 172755100 | 621,050 | 5,000 | SH | SOLE | N/A | 5,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 1,594,500 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 1,771,880 | 2,000 | SH | SOLE | N/A | 2,000 | 0 | 0 | ||
| EMBRAER S.A. | SPONSORED ADS | 29082A107 | 884,250 | 25,000 | SH | SOLE | N/A | 25,000 | 0 | 0 | ||
| EMCOR GROUP INC | COM | 29084Q100 | 3,444,240 | 8,000 | SH | SOLE | N/A | 8,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 1,645,385 | 3,500 | SH | SOLE | N/A | 3,500 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 12,593,680 | 22,000 | SH | SOLE | N/A | 22,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 12,909,000 | 30,000 | SH | SOLE | N/A | 30,000 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 2,847,540 | 6,000 | SH | SOLE | N/A | 6,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 5,674,160 | 8,000 | SH | SOLE | N/A | 8,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 8,500,800 | 70,000 | SH | SOLE | N/A | 70,000 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 1,704,000 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 3,642,000 | 30,000 | SH | SOLE | N/A | 30,000 | 0 | 0 | ||
| PULTE GROUP INC | COM | 745867101 | 717,650 | 5,000 | SH | SOLE | N/A | 5,000 | 0 | 0 | ||
| REPLIGEN CORP | COM | 759916109 | 744,100 | 5,000 | SH | SOLE | N/A | 5,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 2,854,260 | 2,000 | SH | SOLE | N/A | 2,000 | 0 | 0 | ||