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   12,210,637 86,051 SH   SOLE   86,051 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,394,475 29,931 SH   SOLE   29,931 0 0
AMAZON COM INC COM 023135106   13,273,095 60,500 SH   SOLE   60,500 0 0
ANALOG DEVICES INC COM 032654105   2,156,461 9,060 SH   SOLE   9,060 0 0
APPLOVIN CORP COM CL A 03831W108   3,430,784 9,800 SH   SOLE   9,800 0 0
BAIDU INC SPON ADR REP A 056752108   2,717,391 31,686 SH   SOLE   31,686 0 0
BLOCK INC CL A 852234103   15,968,849 235,078 SH   SOLE   235,078 0 0
BROADCOM INC COM 11135F101   19,138,380 69,430 SH   SOLE   69,430 0 0
CELESTICA INC COM 15101Q207   7,999,701 51,244 SH   SOLE   51,244 0 0
CHIME FINL INC COM SHS CL A 16935C109   2,068,875 59,950 SH   SOLE   59,950 0 0
CIENA CORP COM NEW 171779309   8,280,045 101,808 SH   SOLE   101,808 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107   1,595,352 8,800 SH   SOLE   8,800 0 0
CISCO SYS INC COM 17275R102   2,289,540 33,000 SH   SOLE   33,000 0 0
CLOUDFLARE INC CL A COM 18915M107   8,903,215 45,464 SH   SOLE   45,464 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   4,665,022 13,310 SH   SOLE   13,310 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   13,257,778 32,584 SH   SOLE   32,584 0 0
DATADOG INC CL A COM 23804L103   738,815 5,500 SH   SOLE   5,500 0 0
DAYFORCE INC COM 15677J108   7,510,275 135,589 SH   SOLE   135,589 0 0
DOORDASH INC CL A 25809K105   3,442,019 13,963 SH   SOLE   13,963 0 0
ELASTIC N V ORD SHS N14506104   4,647,089 55,106 SH   SOLE   55,106 0 0
FLUTTER ENTMT PLC SHS G3643J108   10,230,208 35,800 SH   SOLE   35,800 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,454,000 120,000 SH   SOLE   120,000 0 0
INTUIT COM 461202103   14,251,377 18,094 SH   SOLE   18,094 0 0
ISHARES INC MSCI STH KOR ETF 464286772   9,269,669 129,140 SH   SOLE   129,140 0 0
JABIL INC COM 466313103   5,474,092 25,099 SH   SOLE   25,099 0 0
JUNIPER NETWORKS INC COM 48203R104   2,891,251 72,408 SH   SOLE   72,408 0 0
KLA CORP COM NEW 482480100   17,762,524 19,830 SH   SOLE   19,830 0 0
LAM RESEARCH CORP COM NEW 512807306   12,332,783 126,698 SH   SOLE   126,698 0 0
LUMENTUM HLDGS INC COM 55024U109   10,925,246 114,930 SH   SOLE   114,930 0 0
MAPLEBEAR INC COM 565394103   4,270,611 94,399 SH   SOLE   94,399 0 0
MASTERCARD INCORPORATED CL A 57636Q104   42,714,745 76,013 SH   SOLE   76,013 0 0
META PLATFORMS INC CL A 30303M102   22,609,173 30,632 SH   SOLE   30,632 0 0
MICROSOFT CORP COM 594918104   29,709,802 59,729 SH   SOLE   59,729 0 0
MONDAY COM LTD SHS M7S64H106   6,412,876 20,392 SH   SOLE   20,392 0 0
MONGODB INC CL A 60937P106   3,333,171 15,873 SH   SOLE   15,873 0 0
NVIDIA CORPORATION COM 67066G104   23,046,633 145,874 SH   SOLE   145,874 0 0
OKTA INC CL A 679295105   4,222,733 42,240 SH   SOLE   42,240 0 0
ON SEMICONDUCTOR CORP COM 682189105   6,428,453 122,657 SH   SOLE   122,657 0 0
ORACLE CORP COM 68389X105   8,379,213 38,326 SH   SOLE   38,326 0 0
PAYCHEX INC COM 704326107   1,200,045 8,250 SH   SOLE   8,250 0 0
PAYPAL HLDGS INC COM 70450Y103   11,632,789 156,523 SH   SOLE   156,523 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   3,610,770 34,500 SH   SOLE   34,500 0 0
PINTEREST INC CL A 72352L106   6,942,137 193,590 SH   SOLE   193,590 0 0
REDDIT INC CL A 75734B100   3,411,916 22,660 SH   SOLE   22,660 0 0
ROBINHOOD MKTS INC COM CL A 770700102   2,372,678 25,341 SH   SOLE   25,341 0 0
ROKU INC COM CL A 77543R102   4,757,486 54,130 SH   SOLE   54,130 0 0
SANDISK CORP COM 80004C200   7,166,842 158,034 SH   SOLE   158,034 0 0
SAP SE SPON ADR 803054204   6,053,111 19,905 SH   SOLE   19,905 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   9,690,461 67,141 SH   SOLE   67,141 0 0
SENTINELONE INC CL A 81730H109   2,903,102 158,813 SH   SOLE   158,813 0 0
SERVICENOW INC COM 81762P102   2,749,086 2,674 SH   SOLE   2,674 0 0
SNOWFLAKE INC CL A 833445109   6,358,425 28,415 SH   SOLE   28,415 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   11,122,593 14,495 SH   SOLE   14,495 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   5,742,807 188,846 SH   SOLE   188,846 0 0
SYNOPSYS INC COM 871607107   8,769,391 17,105 SH   SOLE   17,105 0 0
T-MOBILE US INC COM 872590104   11,583,963 48,619 SH   SOLE   48,619 0 0
TEXAS INSTRS INC COM 882508104   15,042,069 72,450 SH   SOLE   72,450 0 0
TRIP COM GROUP LTD ADS 89677Q107   9,600,951 163,727 SH   SOLE   163,727 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   6,245,246 144,332 SH   SOLE   144,332 0 0
VOYAGER TECHNOLOGIES INC COM CL A 92892B103   1,092,328 27,830 SH   SOLE   27,830 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   4,614,456 169,400 SH   SOLE   169,400 0 0
WESTERN DIGITAL CORP COM 958102105   6,950,466 108,618 SH   SOLE   108,618 0 0
WIX COM LTD SHS M98068105   3,371,078 21,274 SH   SOLE   21,274 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   5,388,947 76,930 SH   SOLE   76,930 0 0
ZSCALER INC COM 98980G102   10,139,634 32,298 SH   SOLE   32,298 0 0