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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

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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
ALPHABET INC CAP STK CL A 02079K305   3,317,000 20,000 SH   SOLE 0 20,000 0 0
AMAZON COM INC COM 023135106   9,316,500 50,000 SH   SOLE 0 50,000 0 0
BAIDU INC SPON ADR REP A 056752108   1,052,900 10,000 SH   SOLE 0 10,000 0 0
COPART INC COM 217204106   4,454,000 85,000 SH   SOLE 0 85,000 0 0
MICROSOFT CORP COM 594918104   10,757,500 25,000 SH   SOLE 0 25,000 0 0
NVIDIA CORPORATION COM 67066G104   3,643,200 30,000 SH   SOLE 0 30,000 0 0
TRANSDIGM GROUP INC COM 893641100   7,135,650 5,000 SH   SOLE 0 5,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   6,136,250 25,000 SH   SOLE 0 25,000 0 0