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
MICROSOFT CORP COM 594918104   29,952,352 103,893 SH   SOLE   103,893 0 0
META PLATFORMS INC CL A 30303M102   25,317,717 119,457 SH   SOLE   119,457 0 0
ALPHABET INC CAP STK CL A 02079K305   24,203,425 233,331 SH   SOLE   233,331 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   10,495,167 27,234 SH   SOLE   27,234 0 0
ELEVANCE HEALTH INC COM 036752103   8,642,129 18,795 SH   SOLE   18,795 0 0
CVS HEALTH CORP COM 126650100   7,957,115 107,080 SH   SOLE   107,080 0 0
ORACLE CORP COM 68389X105   6,155,485 66,245 SH   SOLE   66,245 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   5,803,824 56,800 SH   SOLE   56,800 0 0
HUMANA INC COM 444859102   5,870,668 12,093 SH   SOLE   12,093 0 0
SOUTHWEST AIRLS COP COM 844741108   5,463,889 167,913 SH   SOLE   167,913 0 0
MODERNA INC COM 60770K107   4,942,051 32,179 SH   SOLE   32,179 0 0
TRIP COM GROUP LTD ADS 89677Q107   4,400,383 116,814 SH   SOLE   116,814 0 0
TESLA INC COM 88160R101   3,937,383 18,979 SH   SOLE   18,979 0 0
BIONTECH SE SPONSORED ADS 09075V102   3,805,115 30,546 SH   SOLE   30,546 0 0
VISA INC COM CL A 92826C839   3,072,118 13,626 SH   SOLE   13,626 0 0
BOOKING HOLDINGS INC COM 09857L108   2,747,897 1,036 SH   SOLE   1,036 0 0
SYNCHRONY FINANCIAL COM 87165B103   2,774,290 95,402 SH   SOLE   95,402 0 0
NVIDIA CORPORATION COM 67066G104   2,705,480 9,740 SH   SOLE   9,740 0 0
CRITEO S A SPONS ADS 226718104   2,581,646 81,944 SH   SOLE   81,944 0 0
THE CIGNA GROUP COM 125523100   2,185,293 8,552 SH   SOLE   8,552 0 0
PAYPAL HLDGS INC COM 70450Y103   1,306,092 17,199 SH   SOLE   17,199 0 0
AMAZON COM INC COM 023135106   1,330,892 12,885 SH   SOLE   12,885 0 0
10X GENOMICS INC CL A COM 88025U109   787,699 14,119 SH   SOLE   14,119 0 0
ETSY INC COM 29786A106   505,438 4,540 SH   SOLE   4,540 0 0
EXXON MOBIL CORP COM 30231G102   224,474 2,047 SH   SOLE   2,047 0 0