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
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,691,354 4,572 SH   SOLE   4,572 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   262,618 3,878 SH   SOLE   3,878 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   376,785 3,842 SH   SOLE   3,842 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   964,590 11,100 SH   SOLE   11,100 0 0
ADOBE INC COM 00724F101   1,488,398 2,919 SH   SOLE   2,919 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,151,892 11,203 SH   SOLE   11,203 0 0
AIRBNB INC COM CL A 009066101   348,925 2,543 SH   SOLE   2,543 0 0
ALIGN TECHNOLOGY INC COM 016255101   157,850 517 SH   SOLE   517 0 0
ALPHABET INC CAP STK CL A 02079K305   34,615,611 264,524 SH   SOLE   264,524 0 0
ALPHABET INC CAP STK CL C 02079K107   4,003,889 30,367 SH   SOLE   30,367 0 0
AMAZON COM INC COM 023135106   6,827,361 53,708 SH   SOLE   53,708 0 0
AMERICAN ELEC PWR CO INC COM 025537101   255,748 3,400 SH   SOLE   3,400 0 0
ANALOG DEVICES INC COM 032654105   600,734 3,431 SH   SOLE   3,431 0 0
ANSYS INC COM 03662Q105   169,306 569 SH   SOLE   569 0 0
APPLE INC COM 037833100   49,506,912 289,159 SH   SOLE   289,159 0 0
APPLIED MATLS INC COM 038222105   822,393 5,940 SH   SOLE   5,940 0 0
ATLASSIAN CORPORATION CL A 049468101   200,099 993 SH   SOLE   993 0 0
AUTODESK INC COM 052769106   291,743 1,410 SH   SOLE   1,410 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   627,673 2,609 SH   SOLE   2,609 0 0
BIOGEN INC COM 09062X103   256,496 998 SH   SOLE   998 0 0
BROADCOM INC COM 11135F101   6,204,433 7,470 SH   SOLE   7,470 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   420,803 1,796 SH   SOLE   1,796 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   422,227 960 SH   SOLE   960 0 0
CINTAS CORP COM 172908105   319,391 664 SH   SOLE   664 0 0
CISCO SYS INC COM 17275R102   1,456,735 27,097 SH   SOLE   27,097 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   227,064 3,352 SH   SOLE   3,352 0 0
COMCAST CORP NEW CL A 20030N101   1,211,546 27,324 SH   SOLE   27,324 0 0
CONSTELLATION ENERGY CORP COM 21037T109   231,359 2,121 SH   SOLE   2,121 0 0
COPART INC COM 217204106   281,205 6,526 SH   SOLE   6,526 0 0
COSTAR GROUP INC COM 22160N109   208,295 2,709 SH   SOLE   2,709 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,642,904 2,908 SH   SOLE   2,908 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   250,400 1,496 SH   SOLE   1,496 0 0
CSX CORP COM 126408103   434,713 14,137 SH   SOLE   14,137 0 0
DATADOG INC CL A COM 23804L103   162,231 1,781 SH   SOLE   1,781 0 0
DEXCOM INC COM 252131107   242,300 2,597 SH   SOLE   2,597 0 0
DOORDASH INC CL A 25809K105   464,791,500 5,848,641 SH   SOLE   5,848,641 0 0
ELECTRONIC ARTS INC COM 285512109   215,516 1,790 SH   SOLE   1,790 0 0
ENPHASE ENERGY INC COM 29355A107   104,651 871 SH   SOLE   871 0 0
EXELON CORP COM 30161N101   246,013 6,510 SH   SOLE   6,510 0 0
FASTENAL CO COM 311900104   210,364 3,850 SH   SOLE   3,850 0 0
FORTINET INC COM 34959E109   302,730 5,159 SH   SOLE   5,159 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   206,025 3,028 SH   SOLE   3,028 0 0
GILEAD SCIENCES INC COM 375558103   617,431 8,239 SH   SOLE   8,239 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   216,467 3,720 SH   SOLE   3,720 0 0
HONEYWELL INTL INC COM 438516106   829,852 4,492 SH   SOLE   4,492 0 0
IDEXX LABS INC COM 45168D104   222,133 508 SH   SOLE   508 0 0
ILLUMINA INC COM 452327109   147,851 1,077 SH   SOLE   1,077 0 0
INTEL CORP COM 458140100   1,001,799 28,180 SH   SOLE   28,180 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   36,207,777 1,145,091 SH   SOLE   1,145,091 0 0
INTUIT COM 461202103   903,853 1,769 SH   SOLE   1,769 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   695,942 2,381 SH   SOLE   2,381 0 0
KEURIG DR PEPPER INC COM 49271V100   290,854 9,213 SH   SOLE   9,213 0 0
KLA CORP COM NEW 482480100   441,690 963 SH   SOLE   963 0 0
KRAFT HEINZ CO COM 500754106   274,401 8,157 SH   SOLE   8,157 0 0
LAM RESEARCH CORP COM 512807108   579,762 925 SH   SOLE   925 0 0
LULULEMON ATHLETICA INC COM 550021109   318,514 826 SH   SOLE   826 0 0
MARRIOTT INTL INC NEW CL A 571903202   386,830 1,968 SH   SOLE   1,968 0 0
MARVELL TECHNOLOGY INC COM 573874104   306,376 5,660 SH   SOLE   5,660 0 0
MERCADOLIBRE INC COM 58733R102   427,276 337 SH   SOLE   337 0 0
META PLATFORMS INC CL A 30303M102   24,103,861 80,290 SH   SOLE   80,290 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   292,531 3,748 SH   SOLE   3,748 0 0
MICRON TECHNOLOGY INC COM 595112103   491,177 7,220 SH   SOLE   7,220 0 0
MICROSOFT CORP COM 594918104   71,045,329 225,005 SH   SOLE   225,005 0 0
MODERNA INC COM 60770K107   263,699 2,553 SH   SOLE   2,553 0 0
MONDAY COM LTD SHS M7S64H106   33,966,084 213,328 SH   SOLE   213,328 0 0
MONDELEZ INTL INC CL A 609207105   632,095 9,108 SH   SOLE   9,108 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   365,037 6,894 SH   SOLE   6,894 0 0
NETFLIX INC COM 64110L106   1,155,834 3,061 SH   SOLE   3,061 0 0
NVIDIA CORPORATION COM 67066G104   48,861,557 112,328 SH   SOLE   112,328 0 0
NXP SEMICONDUCTORS N V COM N6596X109   344,062 1,721 SH   SOLE   1,721 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   288,035 704 SH   SOLE   704 0 0
ON SEMICONDUCTOR CORP COM 682189105   270,020 2,905 SH   SOLE   2,905 0 0
PALO ALTO NETWORKS INC COM 697435105   504,984 2,154 SH   SOLE   2,154 0 0
PAYPAL HLDGS INC COM 70450Y103   413,371 7,071 SH   SOLE   7,071 0 0
PEPSICO INC COM 713448108   1,542,582 9,104 SH   SOLE   9,104 0 0
QUALCOMM INC COM 747525103   819,956 7,383 SH   SOLE   7,383 0 0
REGENERON PHARMACEUTICALS COM 75886F107   589,239 716 SH   SOLE   716 0 0
SEAGEN INC COM 81181C104   266,036 1,254 SH   SOLE   1,254 0 0
SHOPIFY INC CL A 82509L107   31,131,421 570,486 SH   SOLE   570,486 0 0
STARBUCKS CORP COM 855244109   686,624 7,523 SH   SOLE   7,523 0 0
SYNOPSYS INC COM 871607107   456,675 995 SH   SOLE   995 0 0
T-MOBILE US INC COM 872590104   1,125,302 8,035 SH   SOLE   8,035 0 0
TELADOC HEALTH INC COM 87918A105   21,850,333 1,175,381 SH   SOLE   1,175,381 0 0
TESLA INC COM 88160R101   50,015,725 199,887 SH   SOLE   199,887 0 0
TEXAS INSTRS INC COM 882508104   958,353 6,027 SH   SOLE   6,027 0 0
VERISK ANALYTICS INC COM 92345Y106   218,522 925 SH   SOLE   925 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   587,333 1,689 SH   SOLE   1,689 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   180,808 16,649 SH   SOLE   16,649 0 0
WORKDAY INC CL A 98138H101   301,649 1,404 SH   SOLE   1,404 0 0
XCEL ENERGY INC COM 98389B100   207,823 3,632 SH   SOLE   3,632 0 0
ZSCALER INC COM 98980G102   148,433 954 SH   SOLE   954 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   40,470,537 112,961 SH   SOLE   112,961 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   10,077,850 69,512 SH   SOLE   69,512 0 0