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
ALPHABET INC CAP STK CL A 02079K305   6,660,251 50,896 SH   SOLE N/A 50,896 0 0
AMAZON COM INC COM 023135106   5,719,637 44,994 SH   SOLE N/A 44,994 0 0
AMPHENOL CORP NEW CL A 032095101   6,995,527 83,290 SH   SOLE N/A 83,290 0 0
ANALOG DEVICES INC COM 032654105   5,071,832 28,967 SH   SOLE N/A 28,967 0 0
APPLE INC COM 037833100   17,628,466 102,964 SH   SOLE N/A 102,964 0 0
ARTERIS INC COM 04302A104   1,913,764 293,973 SH   SOLE N/A 293,973 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   4,094,140 2,235 SH   SOLE N/A 2,235 0 0
GENERAL ELECTRIC CO COM NEW 369604301   3,007,292 27,203 SH   SOLE N/A 27,203 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   2,611,055 41,911 SH   SOLE N/A 41,911 0 0
LPL FINL HLDGS INC COM 50212V100   5,586,439 23,507 SH   SOLE N/A 23,507 0 0
MASTERCARD INCORPORATED CL A 57636Q104   14,574,239 36,812 SH   SOLE N/A 36,812 0 0
META PLATFORMS INC CL A 30303M102   11,061,838 36,847 SH   SOLE N/A 36,847 0 0
MICROSOFT CORP COM 594918104   15,281,037 48,396 SH   SOLE N/A 48,396 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   4,059,782 76,672 SH   SOLE N/A 76,672 0 0
NOVANTA INC COM 67000B104   8,725,455 60,830 SH   SOLE N/A 60,830 0 0
NVIDIA CORPORATION COM 67066G104   6,066,371 13,946 SH   SOLE N/A 13,946 0 0
NXP SEMICONDUCTORS N V COM N6596X109   6,503,398 32,530 SH   SOLE N/A 32,530 0 0
ORACLE CORP COM 68389X105   7,064,228 66,694 SH   SOLE N/A 66,694 0 0
SALESFORCE INC COM 79466L302   6,560,339 32,352 SH   SOLE N/A 32,352 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,682,456 13,202 SH   SOLE N/A 13,202 0 0
UBER TECHNOLOGIES INC COM 90353T100   7,898,369 171,741 SH   SOLE N/A 171,741 0 0
UFP TECHNOLOGIES INC COM 902673102   1,284,335 7,955 SH   SOLE N/A 7,955 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,252,237 60,544 SH   SOLE N/A 60,544 0 0
VISA INC COM CL A 92826C839   11,923,258 51,838 SH   SOLE N/A 51,838 0 0
WORKDAY INC CL A 98138H101   5,761,632 26,817 SH   SOLE N/A 26,817 0 0