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
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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   58,005,575 329,147 SH   SOLE   329,147 0 0
AMAZON COM INC COM 023135106   54,981,986 250,613 SH   SOLE   250,613 0 0
APPLE INC COM 037833100   44,633,912 217,546 SH   SOLE   217,546 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   16,344,474 101,054 SH   SOLE   101,054 0 0
AXON ENTERPRISE INC COM 05464C101   61,660,004 74,474 SH   SOLE   74,474 0 0
BOOKING HOLDINGS INC COM 09857L108   15,966,724 2,758 SH   SOLE   2,758 0 0
BROADCOM INC COM 11135F101   54,490,216 197,679 SH   SOLE   197,679 0 0
CAPITAL ONE FINL CORP COM 14040H105   17,987,581 84,544 SH   SOLE   84,544 0 0
COSTCO WHSL CORP NEW COM 22160K105   15,761,825 15,922 SH   SOLE   15,922 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   13,384,724 32,896 SH   SOLE   32,896 0 0
DATADOG INC CL A COM 23804L103   11,933,474 88,837 SH   SOLE   88,837 0 0
DIGITAL RLTY TR INC COM 253868103   14,426,853 82,756 SH   SOLE   82,756 0 0
DOORDASH INC CL A 25809K105   74,403,867 301,829 SH   SOLE   301,829 0 0
DUOLINGO INC CL A COM 26603R106   12,797,134 31,211 SH   SOLE   31,211 0 0
FAIR ISAAC CORP COM 303250104   10,865,394 5,944 SH   SOLE   5,944 0 0
FERRARI N V COM N3167Y103   49,668,286 101,211 SH   SOLE   101,211 0 0
GARMIN LTD SHS H2906T109   58,409,248 279,845 SH   SOLE   279,845 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   15,902,171 286,991 SH   SOLE   286,991 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   54,612,360 99,000 SH Put SOLE   99,000 0 0
META PLATFORMS INC CL A 30303M102   59,154,962 80,146 SH   SOLE   80,146 0 0
MICROSOFT CORP COM 594918104   62,086,716 124,820 SH   SOLE   124,820 0 0
NASDAQ INC COM 631103108   61,085,842 683,134 SH   SOLE   683,134 0 0
NETFLIX INC COM 64110L106   15,318,308 11,439 SH   SOLE   11,439 0 0
NVIDIA CORPORATION COM 67066G104   62,345,698 394,618 SH   SOLE   394,618 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   14,441,259 160,227 SH   SOLE   160,227 0 0
PALO ALTO NETWORKS INC COM 697435105   68,555,832 335,007 SH   SOLE   335,007 0 0
SAP SE SPON ADR 803054204   12,954,660 42,600 SH   SOLE   42,600 0 0
SERVICENOW INC COM 81762P102   15,378,021 14,958 SH   SOLE   14,958 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   57,864,289 501,641 SH   SOLE   501,641 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   15,692,870 20,451 SH   SOLE   20,451 0 0
T-MOBILE US INC COM 872590104   14,762,828 61,961 SH   SOLE   61,961 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   60,563,879 267,402 SH   SOLE   267,402 0 0
TESLA INC COM 88160R101   55,329,384 174,178 SH   SOLE   174,178 0 0
TJX COS INC NEW COM 872540109   15,948,116 129,145 SH   SOLE   129,145 0 0
TYLER TECHNOLOGIES INC COM 902252105   43,728,471 73,761 SH   SOLE   73,761 0 0
WINGSTOP INC COM 974155103   14,322,899 42,534 SH   SOLE   42,534 0 0
ZSCALER INC COM 98980G102   14,954,532 47,635 SH   SOLE   47,635 0 0