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
AIRBNB INC COM CL A 009066101   10,708,688 80,918 SH   SOLE   80,918 0 0
ALPHABET INC CAP STK CL A 02079K305   17,328,167 98,327 SH   SOLE   98,327 0 0
ANTERO RESOURCES CORP COM 03674X106   7,691,627 189,084 SH   SOLE   189,084 0 0
APPFOLIO INC COM CL A 03783C100   6,206,276 26,687 SH   SOLE   26,687 0 0
APPLOVIN CORP COM CL A 03831W108   13,349,251 37,759 SH   SOLE   37,759 0 0
ARISTA NETWORKS INC COM SHS 040413205   13,550,039 131,144 SH   SOLE   131,144 0 0
COPART INC COM 217204106   7,270,113 148,158 SH   SOLE   148,158 0 0
CORPAY INC COM SHS 219948106   8,010,467 23,905 SH   SOLE   23,905 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   13,162,098 25,590 SH   SOLE   25,590 0 0
DOORDASH INC CL A 25809K105   12,810,632 51,459 SH   SOLE   51,459 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   8,815,310 203,521 SH   SOLE   203,521 0 0
EXELIXIS INC COM 30161Q104   7,814,057 175,554 SH   SOLE   175,554 0 0
FORTINET INC COM 34959E109   10,070,147 95,253 SH   SOLE   95,253 0 0
GLOBUS MED INC CL A 379577208   5,119,100 86,735 SH   SOLE   86,735 0 0
MAPLEBEAR INC COM 565394103   7,020,343 153,661 SH   SOLE   153,661 0 0
MEDPACE HLDGS INC COM 58506Q109   6,497,844 20,500 SH   SOLE   20,500 0 0
META PLATFORMS INC CL A 30303M102   20,079,000 26,938 SH   SOLE   26,938 0 0
NATERA INC COM 632307104   8,330,938 48,830 SH   SOLE   48,830 0 0
NETFLIX INC COM 64110L106   17,756,864 13,130 SH   SOLE   13,130 0 0
NVIDIA CORPORATION COM 67066G104   23,141,585 145,041 SH   SOLE   145,041 0 0
OKTA INC CL A 679295105   6,938,918 69,410 SH   SOLE   69,410 0 0
ORACLE CORP COM 68389X105   20,116,146 91,109 SH   SOLE   91,109 0 0
PAYLOCITY HLDG CORP COM 70438V106   6,182,022 33,785 SH   SOLE   33,785 0 0
RESMED INC COM 761152107   9,605,856 36,867 SH   SOLE   36,867 0 0
ROBINHOOD MKTS INC COM CL A 770700102   18,131,543 191,755 SH   SOLE   191,755 0 0
SALESFORCE INC COM 79466L302   12,139,341 44,517 SH   SOLE   44,517 0 0
TESLA INC COM 88160R101   8,724,214 27,195 SH   SOLE   27,195 0 0
TOAST INC CL A 888787108   9,423,938 210,695 SH   SOLE   210,695 0 0
UBIQUITI INC COM 90353W103   9,491,002 23,056 SH   SOLE   23,056 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   6,675,715 23,232 SH   SOLE   23,232 0 0