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
AIRBNB INC COM CL A 009066101   7,589,705 59,851 SH   SOLE N/A 59,851 0 0
AMAZON COM INC COM 023135106   12,711,433 68,220 SH   SOLE N/A 68,220 0 0
AMPHENOL CORP NEW CL A 032095101   9,135,823 140,206 SH   SOLE N/A 140,206 0 0
APPLE INC COM 037833100   14,400,798 61,806 SH   SOLE N/A 61,806 0 0
ARCOSA INC COM 039653100   983,040 10,374 SH   SOLE N/A 10,374 0 0
ARGAN INC COM 04010E109   3,077,995 30,346 SH   SOLE N/A 30,346 0 0
ARTERIS INC COM 04302A104   2,269,472 293,973 SH   SOLE N/A 293,973 0 0
ATI INC COM 01741R102   1,282,665 19,170 SH   SOLE N/A 19,170 0 0
BILL HOLDINGS INC COM 090043100   3,685,180 69,848 SH   SOLE N/A 69,848 0 0
BROADCOM INC COM 11135F101   7,815,285 45,306 SH   SOLE N/A 45,306 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   7,185,615 37,066 SH   SOLE N/A 37,066 0 0
CHEWY INC CL A 16679L109   2,949,064 100,685 SH   SOLE N/A 100,685 0 0
DIREXION SHS ETF TR DLY SCOND 3XBU 25459W458   2,030,385 55,354 SH   SOLE N/A 55,354 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   9,768,405 249,194 SH   SOLE N/A 249,194 0 0
EXLSERVICE HOLDINGS INC COM 302081104   2,428,362 63,653 SH   SOLE N/A 63,653 0 0
FABRINET SHS G3323L100   4,134,153 17,485 SH   SOLE N/A 17,485 0 0
GE AEROSPACE COM NEW 369604301   13,322,046 70,644 SH   SOLE N/A 70,644 0 0
GE VERNOVA INC COM 36828A101   16,881,971 66,209 SH   SOLE N/A 66,209 0 0
GENERAC HLDGS INC COM 368736104   1,903,859 11,983 SH   SOLE N/A 11,983 0 0
KORNIT DIGITAL LTD SHS M6372Q113   922,051 35,690 SH   SOLE N/A 35,690 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   5,564,379 163,562 SH   SOLE N/A 163,562 0 0
MAPLEBEAR INC COM 565394103   8,078,864 198,303 SH   SOLE N/A 198,303 0 0
MASTERCARD INCORPORATED CL A 57636Q104   16,998,077 34,423 SH   SOLE N/A 34,423 0 0
META PLATFORMS INC CL A 30303M102   18,905,976 33,027 SH   SOLE N/A 33,027 0 0
MICROSOFT CORP COM 594918104   17,574,743 40,843 SH   SOLE N/A 40,843 0 0
NOVANTA INC COM 67000B104   9,536,615 53,301 SH   SOLE N/A 53,301 0 0
NVIDIA CORPORATION COM 67066G104   14,616,761 120,362 SH   SOLE N/A 120,362 0 0
RH COM 74967X103   3,089,799 9,239 SH   SOLE N/A 9,239 0 0
SALESFORCE INC COM 79466L302   10,728,885 39,198 SH   SOLE N/A 39,198 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   15,803,303 42,882 SH   SOLE N/A 42,882 0 0
STERLING INFRASTRUCTURE INC COM 859241101   2,471,866 17,045 SH   SOLE N/A 17,045 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,801,786 39,165 SH   SOLE N/A 39,165 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   8,614,824 13,927 SH   SOLE N/A 13,927 0 0
UBER TECHNOLOGIES INC COM 90353T100   14,331,960 190,686 SH   SOLE N/A 190,686 0 0
UFP TECHNOLOGIES INC COM 902673102   2,519,349 7,955 SH   SOLE N/A 7,955 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   16,390,480 164,745 SH   SOLE N/A 164,745 0 0
VISA INC COM CL A 92826C839   13,601,502 49,469 SH   SOLE N/A 49,469 0 0
WAYFAIR INC CL A 94419L101   10,888,864 193,821 SH   SOLE N/A 193,821 0 0