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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 500 4,400 SH   SOLE   4,400 0 0
ALPHABET INC CAP STK CL A 02079K305 10,365 4,756 SH   SOLE   4,756 0 0
LAM RESEARCH CORP COM 512807108 2,045 4,798 SH   SOLE   4,798 0 0
SERVICENOW INC COM 81762P102 2,797 5,881 SH   SOLE   5,881 0 0
DEERE & CO COM 244199105 2,036 6,800 SH   SOLE   6,800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,185 8,444 SH   SOLE   8,444 0 0
NICE LTD SPONSORED ADR 653656108 1,826 9,487 SH   SOLE   9,487 0 0
SNOWFLAKE INC CL A 833445109 1,515 10,892 SH   SOLE   10,892 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,313 11,607 SH   SOLE   11,607 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,382 11,868 SH   SOLE   11,868 0 0
HONEYWELL INTL INC COM 438516106 2,341 13,468 SH   SOLE   13,468 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 537 16,421 SH   SOLE   16,421 0 0
AMBARELLA INC SHS G037AX101 1,103 16,849 SH   SOLE   16,849 0 0
TESLA INC COM 88160R101 11,408 16,941 SH   SOLE   16,941 0 0
SYNOPSYS INC COM 871607107 5,266 17,339 SH   SOLE   17,339 0 0
AUTODESK INC COM 052769106 3,169 18,431 SH   SOLE   18,431 0 0
APTIV PLC SHS G6095L109 2,076 23,308 SH   SOLE   23,308 0 0
QUALCOMM INC COM 747525103 3,158 24,723 SH   SOLE   24,723 0 0
AMETEK INC COM 031100100 2,983 27,146 SH   SOLE   27,146 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 4,800 28,476 SH   SOLE   28,476 0 0
OMNICELL COM COM 68213N109 3,486 30,642 SH   SOLE   30,642 0 0
PTC INC COM 69370C100 3,849 36,196 SH   SOLE   36,196 0 0
COGNEX CORP COM 192422103 1,581 37,194 SH   SOLE   37,194 0 0
D R HORTON INC COM 23331A109 2,829 42,735 SH   SOLE   42,735 0 0
SPLUNK INC COM 848637104 4,028 45,533 SH   SOLE   45,533 0 0
TERADYNE INC COM 880770102 4,515 50,422 SH   SOLE   50,422 0 0
AZENTA INC COM 114340102 3,648 50,597 SH   SOLE   50,597 0 0
TRIMBLE INC COM 896239100 3,525 60,532 SH   SOLE   60,532 0 0
APPLE INC COM 037833100 8,695 63,597 SH   SOLE   63,597 0 0
MICROSOFT CORP COM 594918104 17,506 68,160 SH   SOLE   68,160 0 0
NVIDIA CORPORATION COM 67066G104 13,025 85,923 SH   SOLE   85,923 0 0
ADVANCED MICRO DEVICES INC COM 007903107 8,466 110,709 PRN   SOLE   110,709 0 0
DYNATRACE INC COM NEW 268150109 4,845 122,856 SH   SOLE   122,856 0 0
SENTINELONE INC CL A 81730H109 3,097 132,729 SH   SOLE   132,729 0 0