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
AKAMAI TECHNOLOGIES INC COM 00971T101   49,427,102 463,930 SH   SOLE   463,930 0 0
ALPHABET INC CAP STK CL A 02079K305   206,737,993 1,579,841 SH   SOLE   1,579,841 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   84,306,959 517,062 SH   SOLE   517,062 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   49,610,213 211,738 SH   SOLE   211,738 0 0
CAMTEK LTD ORD M20791105   42,284,253 679,156 SH   SOLE   679,156 0 0
CELESTICA INC SUB VTG SHS 15101Q108   33,942,766 1,384,289 SH   SOLE   1,384,289 0 0
COUPANG INC CL A 22266T109   43,420,278 2,554,134 SH   SOLE   2,554,134 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   85,528,227 522,246 SH   SOLE   522,246 0 0
DATADOG INC CL A COM 23804L103   127,343,273 1,397,994 SH   SOLE   1,397,994 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   245,060,591 8,324,069 SH   SOLE   8,324,069 0 0
DUOLINGO INC CL A COM 26603R106   179,981,888 1,085,078 SH   SOLE   1,085,078 0 0
ELASTIC N V ORD SHS N14506104   98,684,097 1,214,723 SH   SOLE   1,214,723 0 0
FABRINET SHS G3323L100   45,299,979 271,876 SH   SOLE   271,876 0 0
FORTINET INC COM 34959E109   135,053,839 2,301,531 SH   SOLE   2,301,531 0 0
HUBSPOT INC COM 443573100   242,909,373 493,217 SH   SOLE   493,217 0 0
JABIL INC COM 466313103   136,397,614 1,074,928 SH   SOLE   1,074,928 0 0
KLAVIYO INC COM SER A 49845K101   8,625,000 250,000 SH   SOLE   250,000 0 0
MARQETA INC CLASS A COM 57142B104   16,099,721 2,692,261 SH   SOLE   2,692,261 0 0
MERCADOLIBRE INC COM 58733R102   75,673,418 59,685 SH   SOLE   59,685 0 0
META PLATFORMS INC CL A 30303M102   386,285,911 1,286,719 SH   SOLE   1,286,719 0 0
MICROSOFT CORP COM 594918104   433,392,767 1,372,582 SH   SOLE   1,372,582 0 0
MONGODB INC CL A 60937P106   35,957,335 103,965 SH   SOLE   103,965 0 0
NOVA LTD COM M7516K103   10,847,424 96,473 SH   SOLE   96,473 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   181,671,943 25,058,199 SH   SOLE   25,058,199 0 0
NVIDIA CORPORATION COM 67066G104   338,214,730 777,523 SH   SOLE   777,523 0 0
OKTA INC CL A 679295105   29,058,233 356,499 SH   SOLE   356,499 0 0
ON SEMICONDUCTOR CORP COM 682189105   173,749,762 1,869,282 SH   SOLE   1,869,282 0 0
ONTO INNOVATION INC COM 683344105   22,974,258 180,162 SH   SOLE   180,162 0 0
ORACLE CORP COM 68389X105   145,987,841 1,378,284 SH   SOLE   1,378,284 0 0
PALO ALTO NETWORKS INC COM 697435105   143,248,935 611,026 SH   SOLE   611,026 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   163,865,163 1,670,900 SH   SOLE   1,670,900 0 0
RAMBUS INC DEL COM 750917106   105,171,793 1,885,137 SH   SOLE   1,885,137 0 0
SALESFORCE INC COM 79466L302   116,007,599 572,086 SH   SOLE   572,086 0 0
SAMSARA INC COM CL A 79589L106   72,650,002 2,881,793 SH   SOLE   2,881,793 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102   16,392,577 441,135 SH   SOLE   441,135 0 0
SPLUNK INC COM 848637104   258,432,086 1,767,057 SH   SOLE   1,767,057 0 0
SUPER MICRO COMPUTER INC COM 86800U104   108,015,258 393,900 SH   SOLE   393,900 0 0
TOAST INC CL A 888787108   68,999,185 3,683,886 SH   SOLE   3,683,886 0 0
WORKDAY INC CL A 98138H101   142,200,191 661,858 SH   SOLE   661,858 0 0
ZSCALER INC COM 98980G102   92,879,606 596,951 SH   SOLE   596,951 0 0