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   1,659,896 13,742 SH   SOLE   0 0 13,742
ALPHABET INC CAP STK CL A 02079K305   18,426,994 97,343 SH   SOLE   0 0 97,343
ALPHABET INC CAP STK CL C 02079K107   6,387,496 33,541 SH   SOLE   0 0 33,541
AMAZON COM INC COM 023135106   48,319,770 220,246 SH   SOLE   0 0 220,246
AMGEN INC COM 031162100   313,550 1,203 SH   SOLE   0 0 1,203
APPLE INC COM 037833100   44,476,688 177,608 SH   SOLE   0 0 177,608
ARM HOLDINGS PLC SPONSORED ADS 042068205   5,111,668 41,437 SH   SOLE   0 0 41,437
ASML HOLDING N V N Y REGISTRY SHS N07059210   3,328,358 4,802 SH   SOLE   0 0 4,802
BOEING CO COM 097023105   355,239 2,007 SH   SOLE   0 0 2,007
BROADCOM INC COM 11135F101   8,387,824 36,179 SH   SOLE   0 0 36,179
CELESTICA INC COM 15101Q207   17,140,202 185,701 SH   SOLE   0 0 185,701
CHEVRON CORP NEW COM 166764100   758,527 5,237 SH   SOLE   0 0 5,237
COSTCO WHSL CORP NEW COM 22160K105   5,720,411 6,243 SH   SOLE   0 0 6,243
ELI LILLY & CO COM 532457108   357,690 463 SH   SOLE   0 0 463
EXXON MOBIL CORP COM 30231G102   487,507 4,532 SH   SOLE   0 0 4,532
FERRARI N V COM N3167Y103   1,114,355 2,623 SH   SOLE   0 0 2,623
HASHICORP INC COM CL A 418100103   2,750,655 80,405 SH   SOLE   0 0 80,405
INTEL CORP COM 458140100   237,813 11,861 SH   SOLE   0 0 11,861
INTUITIVE SURGICAL INC COM NEW 46120E602   12,059,364 23,104 SH   SOLE   0 0 23,104
INVESCO QQQ TR UNIT SER 1 46090E103   6,009,466 11,755 SH   SOLE   0 0 11,755
LAM RESEARCH CORP COM NEW 512807306   440,603 6,100 SH   SOLE   0 0 6,100
MASTERCARD INCORPORATED CL A 57636Q104   7,105,961 13,495 SH   SOLE   0 0 13,495
META PLATFORMS INC CL A 30303M102   13,687,953 23,378 SH   SOLE   0 0 23,378
MICROSOFT CORP COM 594918104   133,761,225 317,346 SH   SOLE   0 0 317,346
NETFLIX INC COM 64110L106   801,297 899 SH   SOLE   0 0 899
NVIDIA CORPORATION COM 67066G104   57,980,134 431,753 SH   SOLE   0 0 431,753
PALANTIR TECHNOLOGIES INC CL A 69608A108   6,527,247 86,305 SH   SOLE   0 0 86,305
PALO ALTO NETWORKS INC COM 697435105   244,918 1,346 SH   SOLE   0 0 1,346
RTX CORPORATION COM 75513E101   309,782 2,677 SH   SOLE   0 0 2,677
SALESFORCE INC COM 79466L302   6,030,978 18,039 SH   SOLE   0 0 18,039
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,703,292 4,612 SH   SOLE   0 0 4,612
SPDR S&P 500 ETF TR TR UNIT 78462F103   382,065,552 6,519 SH Put SOLE   0 0 6,519
TESLA INC COM 88160R101   1,458,670 3,612 SH   SOLE   0 0 3,612
UNITEDHEALTH GROUP INC COM 91324P102   483,715 956 SH   SOLE   0 0 956
VERTIV HOLDINGS CO COM CL A 92537N108   12,555,928 110,518 SH   SOLE   0 0 110,518