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   10,462,928 47,691 SH   SOLE N/A 47,691 0 0
AMPHENOL CORP NEW CL A 032095101   9,737,307 140,206 SH   SOLE N/A 140,206 0 0
APPLE INC COM 037833100   15,477,459 61,806 SH   SOLE N/A 61,806 0 0
ARCOSA INC COM 039653100   1,003,581 10,374 SH   SOLE N/A 10,374 0 0
ARGAN INC COM 04010E109   16,086,303 117,384 SH   SOLE N/A 117,384 0 0
ARTERIS INC COM 04302A104   2,995,585 293,973 SH   SOLE N/A 293,973 0 0
BILL HOLDINGS INC COM 090043100   12,398,664 146,366 SH   SOLE N/A 146,366 0 0
CARGURUS INC COM CL A 141788109   2,783,215 76,169 SH   SOLE N/A 76,169 0 0
CHEWY INC CL A 16679L109   4,813,015 143,715 SH   SOLE N/A 143,715 0 0
COMFORT SYS USA INC COM 199908104   6,850,689 16,155 SH   SOLE N/A 16,155 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   6,792,843 76,790 SH   SOLE N/A 76,790 0 0
EXLSERVICE HOLDINGS INC COM 302081104   6,382,377 143,812 SH   SOLE N/A 143,812 0 0
GE AEROSPACE COM NEW 369604301   12,988,271 77,872 SH   SOLE N/A 77,872 0 0
GE VERNOVA INC COM 36828A101   21,778,126 66,209 SH   SOLE N/A 66,209 0 0
KORNIT DIGITAL LTD SHS M6372Q113   1,104,606 35,690 SH   SOLE N/A 35,690 0 0
LIMBACH HLDGS INC COM 53263P105   4,481,013 52,385 SH   SOLE N/A 52,385 0 0
MAPLEBEAR INC COM 565394103   5,925,421 143,057 SH   SOLE N/A 143,057 0 0
MASTERCARD INCORPORATED CL A 57636Q104   18,126,119 34,423 SH   SOLE N/A 34,423 0 0
META PLATFORMS INC CL A 30303M102   19,337,639 33,027 SH   SOLE N/A 33,027 0 0
MICROSOFT CORP COM 594918104   17,215,325 40,843 SH   SOLE N/A 40,843 0 0
NOVANTA INC COM 67000B104   8,142,794 53,301 SH   SOLE N/A 53,301 0 0
NVIDIA CORPORATION COM 67066G104   18,248,802 135,891 SH   SOLE N/A 135,891 0 0
PEGASYSTEMS INC COM 705573103   2,837,940 30,450 SH   SOLE N/A 30,450 0 0
SALESFORCE INC COM 79466L302   15,802,442 47,266 SH   SOLE N/A 47,266 0 0
SEMLER SCIENTIFIC INC COM 81684M104   6,464,988 119,722 SH   SOLE N/A 119,722 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   19,184,549 42,882 SH   SOLE N/A 42,882 0 0
STERLING INFRASTRUCTURE INC COM 859241101   7,539,822 44,760 SH   SOLE N/A 44,760 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   13,227,090 66,976 SH   SOLE N/A 66,976 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   7,245,243 13,927 SH   SOLE N/A 13,927 0 0
TOAST INC CL A 888787108   4,433,013 121,619 SH   SOLE N/A 121,619 0 0
TWILIO INC CL A 90138F102   8,395,979 77,683 SH   SOLE N/A 77,683 0 0
UBER TECHNOLOGIES INC COM 90353T100   11,012,984 182,576 SH   SOLE N/A 182,576 0 0
UFP TECHNOLOGIES INC COM 902673102   1,945,077 7,955 SH   SOLE N/A 7,955 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   18,716,679 164,745 SH   SOLE N/A 164,745 0 0
VISA INC COM CL A 92826C839   15,634,183 49,469 SH   SOLE N/A 49,469 0 0
VISTRA CORP COM 92840M102   8,036,304 58,289 SH   SOLE N/A 58,289 0 0
WIX COM LTD SHS M98068105   5,319,338 24,793 SH   SOLE N/A 24,793 0 0