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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   216,978 626 SH   SOLE   0 0 626
ADOBE INC COM 00724F101   3,274,349 6,489 SH   SOLE   0 0 6,489
ADVANCED MICRO DEVICES INC COM 007903107   11,445,593 63,414 SH   SOLE   0 0 63,414
ALPHABET INC CAP STK CL A 02079K305   26,204,919 173,623 SH   SOLE   0 0 173,623
ALPHABET INC CAP STK CL C 02079K107   5,330,166 35,007 SH   SOLE   0 0 35,007
AMAZON COM INC COM 023135106   40,209,949 222,918 SH   SOLE   0 0 222,918
AMGEN INC COM 031162100   342,037 1,203 SH   SOLE   0 0 1,203
APPLE INC COM 037833100   39,194,122 228,564 SH   SOLE   0 0 228,564
ARM HOLDINGS PLC SPONSORED ADR 042068205   2,732,656 21,863 SH   SOLE   0 0 21,863
ASML HOLDING N V N Y REGISTRY SHS N07059210   4,193,401 4,321 SH   SOLE   0 0 4,321
AUTODESK INC COM 052769106   3,473,482 13,338 SH   SOLE   0 0 13,338
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   994,530 2,365 SH   SOLE   0 0 2,365
BOEING CO COM 097023105   696,115 3,607 SH   SOLE   0 0 3,607
CADENCE DESIGN SYSTEM INC COM 127387108   3,392,952 10,900 SH   SOLE   0 0 10,900
CELESTICA INC SUB VTG SHS 15101Q108   2,501,450 55,662 SH   SOLE   0 0 55,662
CHEVRON CORP NEW COM 166764100   747,214 4,737 SH   SOLE   0 0 4,737
CONAGRA BRANDS INC COM 205887102   1,848,914 62,379 SH   SOLE   0 0 62,379
COSTCO WHSL CORP NEW COM 22160K105   5,108,832 6,973 SH   SOLE   0 0 6,973
CROWDSTRIKE HLDGS INC CL A 22788C105   220,566 688 SH   SOLE   0 0 688
DELL TECHNOLOGIES INC CL C 24703L202   474,355 4,157 SH   SOLE   0 0 4,157
ELI LILLY & CO COM 532457108   349,304 449 SH   SOLE   0 0 449
EXXON MOBIL CORP COM 30231G102   410,560 3,532 SH   SOLE   0 0 3,532
FERRARI N V COM N3167Y103   1,050,179 2,409 SH   SOLE   0 0 2,409
HASHICORP INC COM CL A 418100103   13,494,754 500,733 SH   SOLE   0 0 500,733
INTEL CORP COM 458140100   517,805 11,723 SH   SOLE   0 0 11,723
INTUITIVE SURGICAL INC COM NEW 46120E602   9,695,492 24,294 SH   SOLE   0 0 24,294
INVESCO QQQ TR UNIT SER 1 46090E103   6,850,151 15,428 SH   SOLE   0 0 15,428
LAMB WESTON HLDGS INC COM 513272104   3,280,272 30,792 SH   SOLE   0 0 30,792
LOCKHEED MARTIN CORP COM 539830109   327,961 721 SH   SOLE   0 0 721
MANHATTAN ASSOCIATES INC COM 562750109   2,536,832 10,138 SH   SOLE   0 0 10,138
MASTERCARD INCORPORATED CL A 57636Q104   6,659,236 13,828 SH   SOLE   0 0 13,828
META PLATFORMS INC CL A 30303M102   11,534,732 23,755 SH   SOLE   0 0 23,755
MICROSOFT CORP COM 594918104   133,586,334 317,518 SH   SOLE   0 0 317,518
NETFLIX INC COM 64110L106   555,100 914 SH   SOLE   0 0 914
NVIDIA CORPORATION COM 67066G104   41,445,944 45,870 SH   SOLE   0 0 45,870
PALANTIR TECHNOLOGIES INC CL A 69608A108   3,507,690 152,442 SH   SOLE   0 0 152,442
PALO ALTO NETWORKS INC COM 697435105   4,970,854 17,495 SH   SOLE   0 0 17,495
PHILIP MORRIS INTL INC COM 718172109   280,540 3,062 SH   SOLE   0 0 3,062
RTX CORPORATION COM 75513E101   329,359 3,377 SH   SOLE   0 0 3,377
SALESFORCE INC COM 79466L302   5,933,848 19,702 SH   SOLE   0 0 19,702
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,595,954 6,875 SH   SOLE   0 0 6,875
SUPER MICRO COMPUTER INC COM 86800U104   4,953,187 4,904 SH   SOLE   0 0 4,904
SYMBOTIC INC CLASS A COM 87151X101   269,550 5,990 SH   SOLE   0 0 5,990
TESLA INC COM 88160R101   634,426 3,609 SH   SOLE   0 0 3,609
TEXAS INSTRS INC COM 882508104   313,578 1,800 SH   SOLE   0 0 1,800
UNITEDHEALTH GROUP INC COM 91324P102   416,043 841 SH   SOLE   0 0 841
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   269,988 1,200 SH   SOLE   0 0 1,200
WEST PHARMACEUTICAL SVSC INC COM 955306105   288,868 730 SH   SOLE   0 0 730
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,411,666,542 46,106 SH Put SOLE   0 0 46,106