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
ADVANCE AUTO PARTS INC COM 00751Y106 BBG001SD2SB2 11,674,104 251,110 SH   SOLE   251,110 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 11,552,405 65,553 SH   SOLE   65,553 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 11,514,562 64,911 SH   SOLE   64,911 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 16,282,248 74,216 SH   SOLE   74,216 0 0
AMBARELLA INC SHS G037AX101 BBG001V1SN18 9,645,490 146,000 SH   SOLE   146,000 0 0
AMER SPORTS INC COM SHS G0260P102 BBG01KWR27K9 21,381,179 551,630 SH   SOLE   551,630 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 5,357,861 15,255 SH   SOLE   15,255 0 0
APPLE INC COM 037833100 BBG001S5N8V8 19,162,878 93,400 SH   SOLE   93,400 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 BBG01J9M43R9 13,583,516 276,200 SH   SOLE   276,200 0 0
BLOCK INC CL A 852234103 BBG001TFLWL5 12,791,219 188,300 SH   SOLE   188,300 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 6,808,555 24,700 SH   SOLE   24,700 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 BBG001SR7MB9 224,803 925 SH   SOLE   925 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 474,243 1,539 SH   SOLE   1,539 0 0
CELESTICA INC COM 15101Q207 BBG001S9CXM7 1,951,375 12,500 SH   SOLE   12,500 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 BBG01T61V3Q7 678,025 3,740 SH   SOLE   3,740 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 20,401,322 58,208 SH   SOLE   58,208 0 0
CONFLUENT INC CLASS A COM 20717M103 BBG007HWGYS3 16,882,596 677,200 SH   SOLE   677,200 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 BBG00T68J2H9 824,051 8,900 SH   SOLE   8,900 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 BBG006Q52QW1 2,075,088 5,100 SH   SOLE   5,100 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 11,888,205 88,500 SH   SOLE   88,500 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 BBG005HJL932 4,681,800 170,000 SH   SOLE   170,000 0 0
DOCUSIGN INC COM 256163106 BBG001T535D5 7,867,747 101,011 SH   SOLE   101,011 0 0
DOXIMITY INC CL A 26622P107 BBG0026ZJQY6 3,422,772 55,800 SH   SOLE   55,800 0 0
ELASTIC N V ORD SHS N14506104 BBG00LWZDZ26 5,059,800 60,000 SH   SOLE   60,000 0 0
FLUTTER ENTMT PLC SHS G3643J108 BBG001S87K70 18,774,432 65,700 SH   SOLE   65,700 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 BBG00MYXW5H6 18,176,381 147,070 SH   SOLE   147,070 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 28,310,000 40,000 SH   SOLE   40,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 BBG001TWHGX5 6,710,325 28,500 SH   SOLE   28,500 0 0
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 8,583,356 22,405 SH   SOLE   22,405 0 0
INTEL CORP COM 458140100 BBG001S5SF65 4,822,720 215,300 SH   SOLE   215,300 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 21,255,276 383,600 SH   SOLE   383,600 0 0
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 4,727,700 30,000 SH   SOLE   30,000 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 BBG01KYQ6QS5 144,743,287 2,364,700 SH   SOLE   2,364,700 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 4,928,470 17,000 SH   SOLE   17,000 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 4,931,082 10,510 SH   SOLE   10,510 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 3,330,754 43,033 SH   SOLE   43,033 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 31,861,998 56,700 SH   SOLE   56,700 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 28,896,224 39,150 SH   SOLE   39,150 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 19,658,375 159,500 SH   SOLE   159,500 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 8,134,643 16,354 SH   SOLE   16,354 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102 BBG00XKM5867 6,892,079 378,270 SH   SOLE   378,270 0 0
MONDAY COM LTD SHS M7S64H106 BBG00GF8K4X3 26,762,248 85,100 SH   SOLE   85,100 0 0
MSCI INC COM 55354G100 BBG001SV8B05 207,626 360 SH   SOLE   360 0 0
NATERA INC COM 632307104 BBG001V0FSF8 23,973,769 141,907 SH   SOLE   141,907 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 17,101,786 108,246 SH   SOLE   108,246 0 0
OKTA INC CL A 679295105 BBG001YV1SN3 6,478,056 64,800 SH   SOLE   64,800 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 20,833,471 95,291 SH   SOLE   95,291 0 0
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 5,867,148 8,400 SH   SOLE   8,400 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 10,235,748 97,800 SH   SOLE   97,800 0 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 21,627,669 81,045 SH   SOLE   81,045 0 0
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 221,949 900 SH   SOLE   900 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 26,525,379 283,300 SH   SOLE   283,300 0 0
ROOT INC CL A NEW 77664L207 BBG002GMC9G9 20,823,790 162,724 SH   SOLE   162,724 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 4,329,900 30,000 SH   SOLE   30,000 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 27,010,414 78,665 SH   SOLE   78,665 0 0
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 33,875,421 151,385 SH   SOLE   151,385 0 0
SPDR SERIES TRUST BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 2,669,343 29,100 SH   SOLE   29,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 41,910,389 185,043 SH   SOLE   185,043 0 0
TAPESTRY INC COM 876030107 BBG001SFH7D5 9,147,343 104,172 SH   SOLE   104,172 0 0
TEMPUS AI INC CL A 88023B103 BBG01MZQYK84 3,698,028 58,200 SH   SOLE   58,200 0 0
TRIP COM GROUP LTD ADS 89677Q107 BBG001S6VL20 29,329,031 500,154 SH   SOLE   500,154 0 0
TTM TECHNOLOGIES INC COM 87305R109 BBG001SFJKF2 849,056 20,800 SH   SOLE   20,800 0 0
TWILIO INC CL A 90138F102 BBG0029ZX859 9,988,346 80,318 SH   SOLE   80,318 0 0
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 15,168,560 626,800 SH   SOLE   626,800 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 11,519,200 40,000 SH   SOLE   40,000 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 21,617,219 60,885 SH   SOLE   60,885 0 0
WABTEC COM 929740108 BBG001S5XBT3 257,501 1,230 SH   SOLE   1,230 0 0
WIX COM LTD SHS M98068105 BBG004336Q89 5,605,681 35,376 SH   SOLE   35,376 0 0