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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   4,809,866 36,375 SH   SOLE   36,375 0 0
ALPHABET INC CAP STK CL A 02079K305   26,851,381 173,638 SH   SOLE   173,638 0 0
AMAZON COM INC COM 023135106   30,239,735 158,939 SH   SOLE   158,939 0 0
APPLE INC COM 037833100   29,622,591 133,357 SH   SOLE   133,357 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   12,279,996 114,992 SH   SOLE   114,992 0 0
AXON ENTERPRISE INC COM 05464C101   29,421,643 55,940 SH   SOLE   55,940 0 0
BOOKING HOLDINGS INC COM 09857L108   19,233,849 4,175 SH   SOLE   4,175 0 0
BROADCOM INC COM 11135F101   26,917,052 160,766 SH   SOLE   160,766 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   8,303,479 165,375 SH   SOLE   165,375 0 0
COSTCO WHSL CORP NEW COM 22160K105   15,829,520 16,737 SH   SOLE   16,737 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   16,325,400 48,300 SH   SOLE   48,300 0 0
DATADOG INC CL A COM 23804L103   38,201,208 385,054 SH   SOLE   385,054 0 0
DIGITAL RLTY TR INC COM 253868103   13,034,518 90,966 SH   SOLE   90,966 0 0
DOORDASH INC CL A 25809K105   8,307,628 45,454 SH   SOLE   45,454 0 0
DUOLINGO INC CL A COM 26603R106   5,558,666 17,900 SH   SOLE   17,900 0 0
FAIR ISAAC CORP COM 303250104   20,348,461 11,034 SH   SOLE   11,034 0 0
FERRARI N V COM N3167Y103   42,467,946 99,252 SH   SOLE   99,252 0 0
GARMIN LTD SHS H2906T109   30,734,969 141,551 SH   SOLE   141,551 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   7,828,403 34,403 SH   SOLE   34,403 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   29,458,461 177,900 SH   SOLE   177,900 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   46,892,000 100,000 SH Put SOLE   100,000 0 0
MANHATTAN ASSOCIATES INC COM 562750109   9,824,865 56,778 SH   SOLE   56,778 0 0
MERCADOLIBRE INC COM 58733R102   12,971,334 6,649 SH   SOLE   6,649 0 0
META PLATFORMS INC CL A 30303M102   38,734,850 67,206 SH   SOLE   67,206 0 0
MICRON TECHNOLOGY INC COM 595112103   8,280,530 95,299 SH   SOLE   95,299 0 0
MICROSOFT CORP COM 594918104   29,826,612 79,455 SH   SOLE   79,455 0 0
MSCI INC COM 55354G100   15,137,870 26,769 SH   SOLE   26,769 0 0
NETFLIX INC COM 64110L106   12,176,977 13,058 SH   SOLE   13,058 0 0
NVIDIA CORPORATION COM 67066G104   26,833,479 247,587 SH   SOLE   247,587 0 0
ON HLDG AG NAMEN AKT A H5919C104   7,934,455 180,657 SH   SOLE   180,657 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   17,180,932 11,993 SH   SOLE   11,993 0 0
PALO ALTO NETWORKS INC COM 697435105   55,933,232 327,785 SH   SOLE   327,785 0 0
PTC INC COM 69370C100   11,576,779 74,713 SH   SOLE   74,713 0 0
ROPER TECHNOLOGIES INC COM 776696106   5,091,613 8,636 SH   SOLE   8,636 0 0
SAILPOINT INC COM 78781J109   281,250 15,000 SH   SOLE   15,000 0 0
SAP SE SPON ADR 803054204   5,843,939 21,770 SH   SOLE   21,770 0 0
SERVICENOW INC COM 81762P102   11,686,539 14,679 SH   SOLE   14,679 0 0
SHOPIFY INC CL A 82509L107   14,989,692 156,993 SH   SOLE   156,993 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   35,877,907 65,229 SH   SOLE   65,229 0 0
T-MOBILE US INC COM 872590104   18,321,110 68,693 SH   SOLE   68,693 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   16,149,974 97,289 SH   SOLE   97,289 0 0
TESLA INC COM 88160R101   25,891,639 99,906 SH   SOLE   99,906 0 0
TEXAS ROADHOUSE INC COM 882681109   15,946,658 95,701 SH   SOLE   95,701 0 0
THE TRADE DESK INC COM CL A 88339J105   25,357,850 463,411 SH   SOLE   463,411 0 0
TJX COS INC NEW COM 872540109   18,224,081 149,623 SH   SOLE   149,623 0 0
TRADEWEB MKTS INC CL A 892672106   34,192,565 230,315 SH   SOLE   230,315 0 0
TYLER TECHNOLOGIES INC COM 902252105   31,084,016 53,465 SH   SOLE   53,465 0 0
VERISK ANALYTICS INC COM 92345Y106   3,781,560 12,706 SH   SOLE   12,706 0 0