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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMPHENOL CORP NEW CMN 032095101 32,234 471,193 SH   SOLE   471,193 0 0
BALL CORP CMN 058498106 14,372 177,385 SH   SOLE   177,385 0 0
CADENCE DESIGN SYSTEM INC CMN 127387108 30,190 220,655 SH   SOLE   220,655 0 0
CHIPOTLE MEXICAN GRILL INC CMN 169656105 5,496 3,545 SH   SOLE   3,545 0 0
SALESFORCE COM INC CMN 79466L302 48,326 197,839 SH   SOLE   197,839 0 0
DISNEY WALT CO CMN 254687106 20,417 116,157 SH   SOLE   116,157 0 0
FASTENAL CO CMN 311900104 5,440 104,612 SH   SOLE   104,612 0 0
LAM RESEARCH CORP CMN 512807108 39,993 61,461 SH   SOLE   61,461 0 0
MICROCHIP TECHNOLOGY INC. CMN 595017104 33,734 225,282 SH   SOLE   225,282 0 0
MICROSOFT CORP CMN 594918104 78,375 289,314 SH   SOLE   289,314 0 0
CLOUDFLARE INC CMN 18915M107 16,223 153,283 SH   SOLE   153,283 0 0
NVIDIA CORPORATION CMN 67066G104 42,144 52,674 SH   SOLE   52,674 0 0
REDFIN CORP CMN 75737F108 10,218 161,140 SH   SOLE   161,140 0 0
SAILPOINT TECHNOLOGIES HLDGS CMN 78781P105 17,006 333,001 SH   SOLE   333,001 0 0
SHOPIFY INC CMN 82509L107 15,983 10,940 SH   SOLE   10,940 0 0
SQUARE INC CMN 852234103 15,615 64,047 SH   SOLE   64,047 0 0
T-MOBILE US INC CMN 872590104 36,712 253,486 SH   SOLE   253,486 0 0
TESLA INC CMN 88160R101 9,359 13,769 SH   SOLE   13,769 0 0
TAIWAN SEMICONDUCTOR MFG LTD CMN 874039100 14,564 121,206 SH   SOLE   121,206 0 0
TWITTER INC CMN 90184L102 16,230 235,864 SH   SOLE   235,864 0 0
TEXAS INSTRS INC CMN 882508104 46,741 243,064 SH   SOLE   243,064 0 0
VIACOMCBS INC CMN 92556H206 16,321 361,090 SH   SOLE   361,090 0 0
AIRBNB INC CMN 009066101 5,912 38,608 SH   SOLE   38,608 0 0
AUTODESK INC CMN 052769106 11,313 38,755 SH   SOLE   38,755 0 0
AFFIRM HLDGS INC CMN 00827B106 3,289 48,838 SH   SOLE   48,838 0 0
AMAZON COM INC CMN 023135106 34,636 10,068 SH   SOLE   10,068 0 0
ANSYS INC CMN 03662Q105 8,597 24,771 SH   SOLE   24,771 0 0
ASML HOLDING N V CMN N07059210 12,970 18,774 SH   SOLE   18,774 0 0
CROWN CASTLE INTL CORP NEW CMN 22822V101 33,607 172,253 SH   SOLE   172,253 0 0
COUPA SOFTWARE INC CMN 22266L106 7,037 26,849 SH   SOLE   26,849 0 0
CONSTELLIUM SE CL A SHS F21107101 4,665 246,153 SH   SOLE   246,153 0 0
CATALENT INC CMN 148806102 2,367 21,891 SH   SOLE   21,891 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 12,045 92,460 SH   SOLE   92,460 0 0
FARFETCH LTD CMN 30744W107 3,748 74,424 SH   SOLE   74,424 0 0
ALPHABET INC CMN 02079K107 70,839 28,264 SH   SOLE   28,264 0 0
INTUITIVE SURGICAL INC CMN 46120E602 1,718 1,868 SH   SOLE   1,868 0 0
KEYSIGHT TECHNOLOGIES INC CMN 49338L103 14,330 92,804 SH   SOLE   92,804 0 0
KLA CORP COM NEW 482480100 26,549 81,889 SH   SOLE   81,889 0 0
MERCADOLIBRE INC CMN 58733R102 9,518 6,110 SH   SOLE   6,110 0 0
MOMENTIVE GLOBAL INC COM 60878Y108 3,465 164,462 SH   SOLE   164,462 0 0
MICRON TECHNOLOGY INC CMN 595112103 19,734 232,217 SH   SOLE   232,217 0 0
NEXTERA ENERGY INC CMN 65339F101 9,782 133,485 SH   SOLE   133,485 0 0
NETFLIX INC CMN 64110L106 8,522 16,133 SH   SOLE   16,133 0 0
OKTA INC CMN 679295105 12,968 53,000 SH   SOLE   53,000 0 0
ON SEMICONDUCTOR CORP CMN 682189105 12,559 328,074 SH   SOLE   328,074 0 0
PELOTON INTERACTIVE INC CMN 70614W100 9,684 78,087 SH   SOLE   78,087 0 0
PAYPAL HLDGS INC CMN 70450Y103 21,941 75,276 SH   SOLE   75,276 0 0
SILICON LABORATORIES INC CMN 826919102 8,266 53,937 SH   SOLE   53,937 0 0
SONY CORP CMN 835699307 4,208 43,281 SH   SOLE   43,281 0 0
SUN CMNTYS INC CMN 866674104 11,123 64,893 SH   SOLE   64,893 0 0
THOR INDS INC CMN 885160101 2,177 19,268 SH   SOLE   19,268 0 0
TRANE TECHNOLOGIES PLC SHS 00BK9ZQ96 5,268 28,610 SH   SOLE   28,610 0 0
TAKE-TWO INTERACTIVE SOFTWAR CMN 874054109 9,417 53,200 SH   SOLE   53,200 0 0
TYLER TECHNOLOGIES INC CMN 902252105 12,166 26,894 SH   SOLE   26,894 0 0
UNITY SOFTWARE INC CMN 91332U101 1,148 10,451 SH   SOLE   10,451 0 0
WORKDAY INC CMN 98138H101 35,988 150,741 SH   SOLE   150,741 0 0
WORKIVA INC CMN 98139A105 3,528 31,690 SH   SOLE   31,690 0 0
ZILLOW GROUP INC CMN 98954M200 6,760 55,314 SH   SOLE   55,314 0 0
ZENDESK INC CMN 98936J101 16,033 111,079 SH   SOLE   111,079 0 0
APPLE INC CMN 037833100 30,985 226,234 SH   SOLE   226,234 0 0
FISERV INC CMN 337738108 6,504 60,844 SH   SOLE   60,844 0 0
ALPHABET INC CMN 02079K305 6,683 2,737 SH   SOLE   2,737 0 0