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
AMAZON COM INC COM 023135106   15,150,027 78,396 SH   SOLE N/A 78,396 0 0
AMPHENOL CORP NEW CL A 032095101   9,445,678 140,206 SH   SOLE N/A 140,206 0 0
APPLE INC COM 037833100   17,498,099 83,079 SH   SOLE N/A 83,079 0 0
ARTERIS INC COM 04302A104   2,207,737 293,973 SH   SOLE N/A 293,973 0 0
BROADCOM INC COM 11135F101   325,923 203 SH   SOLE N/A 203 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   268,515 1,940 SH   SOLE N/A 1,940 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   8,056,790 128,600 SH   SOLE N/A 128,600 0 0
DELL TECHNOLOGIES INC CL C 24703L202   13,067,800 94,756 SH   SOLE N/A 94,756 0 0
DIREXION SHS ETF TR DLY SMCAP BULL3X 25459W847   8,252,767 225,055 SH   SOLE N/A 225,055 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   6,542,453 171,403 SH   SOLE N/A 171,403 0 0
GE AEROSPACE COM NEW 369604301   11,230,277 70,644 SH   SOLE N/A 70,644 0 0
GE VERNOVA INC COM 36828A101   10,326,446 60,209 SH   SOLE N/A 60,209 0 0
LAM RESEARCH CORP COM 512807108   8,789,272 8,254 SH   SOLE N/A 8,254 0 0
MASTERCARD INCORPORATED CL A 57636Q104   15,186,051 34,423 SH   SOLE N/A 34,423 0 0
META PLATFORMS INC CL A 30303M102   16,370,007 32,466 SH   SOLE N/A 32,466 0 0
MICROSOFT CORP COM 594918104   19,939,333 44,612 SH   SOLE N/A 44,612 0 0
NOVANTA INC COM 67000B104   8,693,926 53,301 SH   SOLE N/A 53,301 0 0
NVIDIA CORPORATION COM 67066G104   11,588,052 93,800 SH   SOLE N/A 93,800 0 0
SALESFORCE INC COM 79466L302   8,755,541 34,055 SH   SOLE N/A 34,055 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   12,392,508 39,493 SH   SOLE N/A 39,493 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   7,701,631 13,927 SH   SOLE N/A 13,927 0 0
UBER TECHNOLOGIES INC COM 90353T100   14,700,984 202,270 SH   SOLE N/A 202,270 0 0
UFP TECHNOLOGIES INC COM 902673102   2,099,086 7,955 SH   SOLE N/A 7,955 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   13,806,097 159,479 SH   SOLE N/A 159,479 0 0
VISA INC COM CL A 92826C839   12,984,128 49,469 SH   SOLE N/A 49,469 0 0