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
ALPHABET INC CAP STK CL A 02079K305   9,313,141 56,154 SH   SOLE   56,154 0 0
AMAZON COM INC COM 023135106   12,452,434 66,830 SH   SOLE   66,830 0 0
APPLE INC COM 037833100   11,383,448 48,856 SH   SOLE   48,856 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   11,231,004 78,533 SH   SOLE   78,533 0 0
BOOKING HOLDINGS INC COM 09857L108   11,996,118 2,848 SH   SOLE   2,848 0 0
BROADCOM INC COM 11135F101   9,866,655 57,198 SH   SOLE   57,198 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   11,049,442 191,764 SH   SOLE   191,764 0 0
COSTCO WHSL CORP NEW COM 22160K105   6,662,198 7,515 SH   SOLE   7,515 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   6,106,313 20,940 SH   SOLE   20,940 0 0
DATADOG INC CL A COM 23804L103   21,398,284 185,975 SH   SOLE   185,975 0 0
DIGITAL RLTY TR INC COM 253868103   15,798,330 97,623 SH   SOLE   97,623 0 0
FAIR ISAAC CORP COM 303250104   16,498,541 8,489 SH   SOLE   8,489 0 0
FERRARI N V COM N3167Y103   21,539,970 45,819 SH   SOLE   45,819 0 0
GARMIN LTD SHS H2906T109   9,162,185 52,049 SH   SOLE   52,049 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   7,894,164 34,248 SH   SOLE   34,248 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   9,284,999 66,626 SH   SOLE   66,626 0 0
INTUIT COM 461202103   4,800,951 7,731 SH   SOLE   7,731 0 0
MANHATTAN ASSOCIATES INC COM 562750109   12,700,930 45,138 SH   SOLE   45,138 0 0
MERCADOLIBRE INC COM 58733R102   5,926,060 2,888 SH   SOLE   2,888 0 0
META PLATFORMS INC CL A 30303M102   22,232,997 38,839 SH   SOLE   38,839 0 0
MICRON TECHNOLOGY INC COM 595112103   4,558,884 43,958 SH   SOLE   43,958 0 0
MICROSOFT CORP COM 594918104   13,334,137 30,988 SH   SOLE   30,988 0 0
MSCI INC COM 55354G100   9,447,547 16,207 SH   SOLE   16,207 0 0
NETFLIX INC COM 64110L106   5,149,300 7,260 SH   SOLE   7,260 0 0
NVIDIA CORPORATION COM 67066G104   8,849,940 72,875 SH   SOLE   72,875 0 0
ON HLDG AG NAMEN AKT A H5919C104   5,604,262 111,750 SH   SOLE   111,750 0 0
PALO ALTO NETWORKS INC COM 697435105   23,842,259 69,755 SH   SOLE   69,755 0 0
PTC INC COM 69370C100   6,838,162 37,851 SH   SOLE   37,851 0 0
QUALCOMM INC COM 747525103   6,164,482 36,251 SH   SOLE   36,251 0 0
SERVICENOW INC COM 81762P102   6,540,674 7,313 SH   SOLE   7,313 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   9,111,904 24,725 SH   SOLE   24,725 0 0
T-MOBILE US INC COM 872590104   12,070,616 58,493 SH   SOLE   58,493 0 0
TESLA INC COM 88160R101   7,054,592 26,964 SH   SOLE   26,964 0 0
TEXAS ROADHOUSE INC COM 882681109   11,080,944 62,746 SH   SOLE   62,746 0 0
THE TRADE DESK INC COM CL A 88339J105   14,594,415 133,100 SH   SOLE   133,100 0 0
TJX COS INC NEW COM 872540109   9,487,006 80,713 SH   SOLE   80,713 0 0
TRADEWEB MKTS INC CL A 892672106   10,988,327 88,852 SH   SOLE   88,852 0 0
TYLER TECHNOLOGIES INC COM 902252105   9,975,191 17,089 SH   SOLE   17,089 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   6,747,540 242,630 SH   SOLE   242,630 0 0