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
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 19,104,707 134,635 SH   SOLE   0 0 134,635
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 14,032,690 163,952 SH   SOLE   0 0 163,952
AMGEN INC COM 031162100 BBG001S5NNL6 15,635,202 55,998 SH   SOLE   0 0 55,998
ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 12,774,631 124,862 SH   SOLE   0 0 124,862
ARM HOLDINGS PLC SPONSORED ADS 042068205 BBG01J1GY084 13,540,873 83,720 SH   SOLE   0 0 83,720
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 9,883,748 213,518 SH   SOLE   0 0 213,518
CAVA GROUP INC COM 148929102 BBG00GBR8762 10,310,847 122,413 SH   SOLE   0 0 122,413
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 17,860,760 61,648 SH   SOLE   0 0 61,648
CYBERARK SOFTWARE LTD SHS M2682V108 BBG006Q52QW1 13,929,944 34,236 SH   SOLE   0 0 34,236
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 16,551,874 520,336 SH   SOLE   0 0 520,336
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 1,305,198 11,061 SH   SOLE   0 0 11,061
GENERAL MLS INC COM 370334104 BBG001S5RKR2 2,116,542 40,852 SH   SOLE   0 0 40,852
HEALTH CATALYST INC COM 42225T107 BBG00LDPZMT5 6,503,495 1,725,065 SH   SOLE   0 0 1,725,065
IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 3,281,625 31,994 SH   SOLE   0 0 31,994
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 BBG00GP26NW0 1,067,169 21,057 SH   SOLE   0 0 21,057
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 17,778,820 31,638 SH   SOLE   0 0 31,638
NATIONAL HEALTH INVS INC COM 63633D104 BBG001S6W8Y3 3,746,792 53,434 SH   SOLE   0 0 53,434
REDDIT INC CL A 75734B100 BBG015RGX648 13,439,276 89,256 SH   SOLE   0 0 89,256
RENAISSANCERE HLDGS LTD COM G7496G103 BBG001S6T1Z1 16,146,858 66,475 SH   SOLE   0 0 66,475
RLI CORP COM 749607107 BBG001S5VQ58 15,996,297 221,494 SH   SOLE   0 0 221,494
SHOPIFY INC CL A SUB VTG SHS 82509L107 BBG004DW5NC7 16,203,099 140,469 SH   SOLE   0 0 140,469
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 17,269,450 77,175 SH   SOLE   0 0 77,175
SOUTHERN CO COM 842587107 BBG001S5W777 3,047,930 33,191 SH   SOLE   0 0 33,191
SUPER MICRO COMPUTER INC COM NEW 86800U302 BBG001SQGH95 19,674,525 401,439 SH   SOLE   0 0 401,439
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 13,451,300 40,690 SH   SOLE   0 0 40,690
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 20,798,809 222,924 SH   SOLE   0 0 222,924
UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG001S8RV10 13,727,284 47,772 SH   SOLE   0 0 47,772
VISA INC COM CL A 92826C839 BBG001SRCFY3 18,914,158 53,272 SH   SOLE   0 0 53,272
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 11,109,462 969,412 SH   SOLE   0 0 969,412