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
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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   7,579,047 34,546 SH   SOLE N/A 34,546 0 0
AMERICAN EXPRESS CO COM 025816109   13,261,912 41,576 SH   SOLE N/A 41,576 0 0
AMPHENOL CORP NEW CL A 032095101   13,845,343 140,206 SH   SOLE N/A 140,206 0 0
AMRIZE LTD SHS H2927K103   4,682,178 94,494 SH   SOLE N/A 94,494 0 0
APPLE INC COM 037833100   12,680,737 61,806 SH   SOLE N/A 61,806 0 0
APPLOVIN CORP COM CL A 03831W108   2,722,572 7,777 SH   SOLE N/A 7,777 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   4,129,707 25,533 SH   SOLE N/A 25,533 0 0
ARTERIS INC COM 04302A104   2,801,563 293,973 SH   SOLE N/A 293,973 0 0
BBB FOODS INC CL A COM G0896C103   7,341,993 264,481 SH   SOLE N/A 264,481 0 0
CAMECO CORP COM 13321L108   4,764,304 64,183 SH   SOLE N/A 64,183 0 0
CHEWY INC CL A 16679L109   6,978,215 163,731 SH   SOLE N/A 163,731 0 0
EVERCORE INC CLASS A 29977A105   5,763,307 21,344 SH   SOLE N/A 21,344 0 0
EXLSERVICE HOLDINGS INC COM 302081104   4,084,556 93,276 SH   SOLE N/A 93,276 0 0
GE AEROSPACE COM NEW 369604301   15,973,881 62,061 SH   SOLE N/A 62,061 0 0
GE VERNOVA INC COM 36828A101   28,806,397 54,439 SH   SOLE N/A 54,439 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   2,710,207 9,194 SH   SOLE N/A 9,194 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   7,559,764 49,972 SH   SOLE N/A 49,972 0 0
LPL FINL HLDGS INC COM 50212V100   10,856,881 28,954 SH   SOLE N/A 28,954 0 0
MAPLEBEAR INC COM 565394103   8,696,259 192,225 SH   SOLE N/A 192,225 0 0
MASTERCARD INCORPORATED CL A 57636Q104   19,343,661 34,423 SH   SOLE N/A 34,423 0 0
META PLATFORMS INC CL A 30303M102   18,593,963 25,192 SH   SOLE N/A 25,192 0 0
MICRON TECHNOLOGY INC COM 595112103   11,373,017 92,276 SH   SOLE N/A 92,276 0 0
MICROSOFT CORP COM 594918104   20,315,717 40,843 SH   SOLE N/A 40,843 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   5,390,857 97,431 SH   SOLE N/A 97,431 0 0
NETFLIX INC COM 64110L106   13,341,752 9,963 SH   SOLE N/A 9,963 0 0
NOVANTA INC COM 67000B104   8,221,479 63,767 SH   SOLE N/A 63,767 0 0
NVIDIA CORPORATION COM 67066G104   14,294,145 90,475 SH   SOLE N/A 90,475 0 0
ORACLE CORP COM 68389X105   2,723,255 12,456 SH   SOLE N/A 12,456 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   2,792,019 415,479 SH   SOLE N/A 415,479 0 0
ROCKET COS INC COM CL A 77311W101   10,165,670 716,902 SH   SOLE N/A 716,902 0 0
SALESFORCE INC COM 79466L302   8,915,600 32,695 SH   SOLE N/A 32,695 0 0
SHARPLINK GAMING INC COM NEW 820014405   1,566,438 157,748 SH   SOLE N/A 157,748 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   21,394,207 27,881 SH   SOLE N/A 27,881 0 0
STATE STR CORP COM 857477103   8,742,849 82,216 SH   SOLE N/A 82,216 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   12,759,754 260,350 SH   SOLE N/A 260,350 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   14,750,614 65,127 SH   SOLE N/A 65,127 0 0
TERAWULF INC COM 88080T104   4,969,938 1,134,689 SH   SOLE N/A 1,134,689 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   5,646,841 13,927 SH   SOLE N/A 13,927 0 0
TWILIO INC CL A 90138F102   4,451,964 35,799 SH   SOLE N/A 35,799 0 0
UBER TECHNOLOGIES INC COM 90353T100   14,738,601 157,970 SH   SOLE N/A 157,970 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   22,982,822 178,980 SH   SOLE N/A 178,980 0 0
VISA INC COM CL A 92826C839   16,150,869 45,489 SH   SOLE N/A 45,489 0 0
VISTRA CORP COM 92840M102   12,536,406 64,684 SH   SOLE N/A 64,684 0 0