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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Atlassian Corp PLC CL A G06242104 109,812 288,000 SH   SOLE   288,000 0 0
Sea Ltd SPONSORD ADS 81141R100 12,304 55,000 SH   SOLE   55,000 0 0
Adobe Inc COM 00724F101 74,373 131,156 SH   SOLE   131,156 0 0
Align Technology Inc COM 016255101 36,999 56,300 SH   SOLE   56,300 0 0
Alphabet Inc CAP STK CL A 02079K305 73,947 25,525 SH   SOLE   25,525 0 0
Autodesk Inc COM 052769106 47,663 169,504 SH   SOLE   169,504 0 0
Dexcom Inc COM 252131107 45,641 85,000 SH   SOLE   85,000 0 0
IDEXX Laboratories Inc COM 45168D104 40,166 61,000 SH   SOLE   61,000 0 0
Intuit Inc COM 461202103 81,904 127,335 SH   SOLE   127,335 0 0
Lam Research Corp COM 512807108 65,083 90,500 SH   SOLE   90,500 0 0
Masimo Corp COM 574795100 46,757 159,700 SH   SOLE   159,700 0 0
Mastercard Inc CL A 57636Q104 85,249 237,250 SH   SOLE   237,250 0 0
Meta Platforms Inc CL A 30303M102 30,022 89,259 SH   SOLE   89,259 0 0
Microsoft Corp COM 594918104 141,988 422,180 SH   SOLE   422,180 0 0
NVIDIA Corp COM 67066G104 138,974 472,523 SH   SOLE   472,523 0 0
PayPal Holdings Inc COM 70450Y103 32,220 170,855 SH   SOLE   170,855 0 0
Coinbase Global Inc COM CL A 19260Q107 34,230 135,635 SH   SOLE   135,635 0 0
Charles Schwab Corp/The COM 808513105 64,000 761,000 SH   SOLE   761,000 0 0
Veeva Systems Inc CL A COM 922475108 67,012 262,300 SH   SOLE   262,300 0 0