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
ALPHABET INC CAP STK CL A 02079K305   657,588,899 2,100,923 SH   SOLE   2,100,923 0 0
AMAZON COM INC COM 023135106   428,835,400 1,857,878 SH   SOLE   1,857,878 0 0
APPLOVIN CORP COM CL A 03831W108   544,686,440 808,356 SH   SOLE   808,356 0 0
BLOOM ENERGY CORP COM CL A 093712107   116,399,842 1,339,623 SH   SOLE   1,339,623 0 0
BROADCOM INC COM 11135F101   357,082,445 1,031,732 SH   SOLE   1,031,732 0 0
CARVANA CO CL A 146869102   451,899,860 1,070,802 SH   SOLE   1,070,802 0 0
CELESTICA INC COM 15101Q207   556,453,604 1,882,391 SH   SOLE   1,882,391 0 0
CHIME FINL INC COM SHS CL A 16935C109   266,097 10,572 SH   SOLE   10,572 0 0
CIENA CORP COM NEW 171779309   208,958,869 893,483 SH   SOLE   893,483 0 0
COHERENT CORP COM 19247G107   202,059,299 1,094,757 SH   SOLE   1,094,757 0 0
CORNING INC COM 219350105   233,765,937 2,669,780 SH   SOLE   2,669,780 0 0
DUOLINGO INC CL A COM 26603R106   153,851,373 876,646 SH   SOLE   876,646 0 0
FABRINET SHS G3323L100   280,473,878 616,047 SH   SOLE   616,047 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   45,830,568 1,908,017 SH   SOLE   1,908,017 0 0
HUBSPOT INC COM 443573100   59,892,420 149,246 SH   SOLE   149,246 0 0
IMPINJ INC COM 453204109   154,394,201 887,272 SH   SOLE   887,272 0 0
JFROG LTD ORD SHS M6191J100   330,901,338 5,297,812 SH   SOLE   5,297,812 0 0
KLAVIYO INC COM SER A 49845K101   99,289,656 3,057,889 SH   SOLE   3,057,889 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   134,164,480 783,305 SH   SOLE   783,305 0 0
MERCADOLIBRE INC COM 58733R102   197,749,976 98,175 SH   SOLE   98,175 0 0
META PLATFORMS INC CL A 30303M102   310,052,854 469,713 SH   SOLE   469,713 0 0
MONGODB INC CL A 60937P106   251,801,409 599,970 SH   SOLE   599,970 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   180,054,067 10,755,918 SH   SOLE   10,755,918 0 0
NVIDIA CORPORATION COM 67066G104   224,116,118 1,201,695 SH   SOLE   1,201,695 0 0
OKTA INC CL A 679295105   37,601,825 434,854 SH   SOLE   434,854 0 0
ROBLOX CORP CL A 771049103   332,637,306 4,105,113 SH   SOLE   4,105,113 0 0
SANDISK CORP COM 80004C200   238,226,497 1,003,566 SH   SOLE   1,003,566 0 0
SEMTECH CORP COM 816850101   287,499,251 3,901,469 SH   SOLE   3,901,469 0 0
SITIME CORP COM 82982T106   246,716,989 698,539 SH   SOLE   698,539 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   180,188,840 592,941 SH   SOLE   592,941 0 0
TTM TECHNOLOGIES INC COM 87305R109   295,066,080 4,276,320 SH   SOLE   4,276,320 0 0
WEALTHFRONT CORP COM 947002101   21,744,000 1,600,000 SH   SOLE   1,600,000 0 0