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
10X GENOMICS INC CL A COM 88025U109   780,085 13,970 SH   SOLE   13,970 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   27,636,737 56,518 SH   SOLE   56,518 0 0
ALPHABET INC CAP STK CL A 02079K305   27,202,543 227,256 SH   SOLE   227,256 0 0
AMAZON COM INC COM 023135106   1,698,982 13,033 SH   SOLE   13,033 0 0
BAIDU INC SPON ADR REP A 056752108   316,125 2,309 SH   SOLE   2,309 0 0
BIONTECH SE SPONSORED ADS 09075V102   3,142,382 29,115 SH   SOLE   29,115 0 0
BOOKING HOLDINGS INC COM 09857L108   2,824,545 1,046 SH   SOLE   1,046 0 0
CRITEO S A SPONS ADS 226718104   2,717,858 80,553 SH   SOLE   80,553 0 0
CVS HEALTH CORP COM 126650100   12,382,427 179,118 SH   SOLE   179,118 0 0
ELEVANCE HEALTH INC COM 036752103   8,029,653 18,073 SH   SOLE   18,073 0 0
ETSY INC COM 29786A106   377,361 4,460 SH   SOLE   4,460 0 0
EXXON MOBIL CORP COM 30231G102   221,364 2,064 SH   SOLE   2,064 0 0
HUMANA INC COM 444859102   5,213,089 11,659 SH   SOLE   11,659 0 0
INTEL CORP COM 458140100   1,401,571 41,913 SH   SOLE   41,913 0 0
META PLATFORMS INC CL A 30303M102   26,694,593 93,019 SH   SOLE   93,019 0 0
MICRON TECHNOLOGY INC COM 595112103   211,860 3,357 SH   SOLE   3,357 0 0
MICROSOFT CORP COM 594918104   32,790,597 96,290 SH   SOLE   96,290 0 0
MODERNA INC COM 60770K107   3,741,957 30,798 SH   SOLE   30,798 0 0
NVIDIA CORPORATION COM 67066G104   26,435,789 62,493 SH   SOLE   62,493 0 0
ORACLE CORP COM 68389X105   15,580,307 130,828 SH   SOLE   130,828 0 0
PAYPAL HLDGS INC COM 70450Y103   1,135,478 17,016 SH   SOLE   17,016 0 0
SOUTHWEST AIRLS CO COM 844741108   15,181,079 419,251 SH   SOLE   419,251 0 0
SYNCHRONY FINANCIAL COM 87165B103   3,110,430 91,699 SH   SOLE   91,699 0 0
TESLA INC COM 88160R101   4,753,743 18,160 SH   SOLE   18,160 0 0
THE CIGNA GROUP COM 125523100   6,711,110 23,917 SH   SOLE   23,917 0 0
TRIP COM GROUP LTD ADS 89677Q107   5,219,340 149,124 SH   SOLE   149,124 0 0
VISA INC COM CL A 92826C839   6,011,094 25,312 SH   SOLE   25,312 0 0