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   10,629,953 56,154 SH   SOLE   56,154 0 0
AMAZON COM INC COM 023135106   14,661,833 66,830 SH   SOLE   66,830 0 0
APPLE INC COM 037833100   12,234,519 48,856 SH   SOLE   48,856 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   9,687,831 78,533 SH   SOLE   78,533 0 0
BOOKING HOLDINGS INC COM 09857L108   14,150,061 2,848 SH   SOLE   2,848 0 0
BROADCOM INC COM 11135F101   13,260,784 57,198 SH   SOLE   57,198 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   11,563,369 191,764 SH   SOLE   191,764 0 0
COSTCO WHSL CORP NEW COM 22160K105   6,885,769 7,515 SH   SOLE   7,515 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   6,976,161 20,940 SH   SOLE   20,940 0 0
DATADOG INC CL A COM 23804L103   25,893,382 181,212 SH   SOLE   181,212 0 0
DIGITAL RLTY TR INC COM 253868103   17,311,487 97,623 SH   SOLE   97,623 0 0
FAIR ISAAC CORP COM 303250104   16,739,739 8,408 SH   SOLE   8,408 0 0
FERRARI N V COM N3167Y103   19,465,744 45,819 SH   SOLE   45,819 0 0
GARMIN LTD SHS H2906T109   10,735,627 52,049 SH   SOLE   52,049 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   8,464,736 34,248 SH   SOLE   34,248 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   11,770,815 66,626 SH   SOLE   66,626 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   51,123,000 100,000 SH Put SOLE   100,000 0 0
MANHATTAN ASSOCIATES INC COM 562750109   12,198,093 45,138 SH   SOLE   45,138 0 0
MERCADOLIBRE INC COM 58733R102   4,910,871 2,888 SH   SOLE   2,888 0 0
META PLATFORMS INC CL A 30303M102   22,740,623 38,839 SH   SOLE   38,839 0 0
MICRON TECHNOLOGY INC COM 595112103   3,699,505 43,958 SH   SOLE   43,958 0 0
MICROSOFT CORP COM 594918104   12,153,531 28,834 SH   SOLE   28,834 0 0
MSCI INC COM 55354G100   9,724,362 16,207 SH   SOLE   16,207 0 0
NETFLIX INC COM 64110L106   6,470,983 7,260 SH   SOLE   7,260 0 0
NVIDIA CORPORATION COM 67066G104   9,786,384 72,875 SH   SOLE   72,875 0 0
ON HLDG AG NAMEN AKT A H5919C104   6,120,548 111,750 SH   SOLE   111,750 0 0
PALO ALTO NETWORKS INC COM 697435105   23,653,709 129,994 SH   SOLE   129,994 0 0
PTC INC COM 69370C100   6,959,663 37,851 SH   SOLE   37,851 0 0
SERVICENOW INC COM 81762P102   7,752,658 7,313 SH   SOLE   7,313 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   11,061,470 24,725 SH   SOLE   24,725 0 0
T-MOBILE US INC COM 872590104   12,911,160 58,493 SH   SOLE   58,493 0 0
TESLA INC COM 88160R101   10,889,141 26,964 SH   SOLE   26,964 0 0
TEXAS ROADHOUSE INC COM 882681109   11,321,261 62,746 SH   SOLE   62,746 0 0
THE TRADE DESK INC COM CL A 88339J105   21,191,364 180,306 SH   SOLE   180,306 0 0
TJX COS INC NEW COM 872540109   9,750,938 80,713 SH   SOLE   80,713 0 0
TRADEWEB MKTS INC CL A 892672106   11,632,504 88,852 SH   SOLE   88,852 0 0
TYLER TECHNOLOGIES INC COM 902252105   9,854,201 17,089 SH   SOLE   17,089 0 0