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
ADVANCED MICRO DEVICES INC COM 007903107   7,831 76,220 SH   SOLE   76,220 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   1,886 23,431 SH   SOLE   23,431 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,953 22,335 SH   SOLE   22,335 0 0
ALPHABET INC CAP STK CL A 02079K305   1,407 9,100 SH   SOLE   9,100 0 0
ALPHABET INC CAP STK CL C 02079K107   7,317 46,833 SH   SOLE   46,833 0 0
AMAZON COM INC COM 023135106   35,651 187,382 SH   SOLE   187,382 0 0
AMERICAN ELEC PWR CO INC COM 025537101   1,654 15,139 SH   SOLE   15,139 0 0
AMPHENOL CORP NEW CL A 032095101   646 9,851 SH   SOLE   9,851 0 0
APPLE INC COM 037833100   8,930 40,200 SH   SOLE   40,200 0 0
APPLIED MATLS INC COM 038222105   972 6,700 SH   SOLE   6,700 0 0
APPLOVIN CORP COM CL A 03831W108   9,487 35,805 SH   SOLE   35,805 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   911 8,535 SH   SOLE   8,535 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   5,027 1,032,200 SH   SOLE   1,032,200 0 0
ATLASSIAN CORPORATION CL A 049468101   5,666 26,700 SH   SOLE   26,700 0 0
AUTODESK INC COM 052769106   1,964 7,500 SH   SOLE   7,500 0 0
AUTOZONE INC COM 053332102   1,010 265 SH   SOLE   265 0 0
AVANTOR INC COM 05352A100   812 50,100 SH   SOLE   50,100 0 0
BAIDU INC SPON ADR REP A 056752108   396 4,300 SH   SOLE   4,300 0 0
BILL HOLDINGS INC COM 090043100   2,524 55,000 SH   SOLE   55,000 0 0
BLOCK INC CL A 852234103   2,672 49,172 SH   SOLE   49,172 0 0
BOEING CO COM 097023105   2,145 12,575 SH   SOLE   12,575 0 0
BRINKER INTL INC COM 109641100   2,519 16,900 SH   SOLE   16,900 0 0
BROADCOM INC COM 11135F101   9,949 59,424 SH   SOLE   59,424 0 0
CAMECO CORP COM 13321L108   1,657 40,253 SH   SOLE   40,253 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   957 48,500 SH   SOLE   48,500 0 0
CARMAX INC COM 143130102   935 12,000 SH   SOLE   12,000 0 0
CELESTICA INC COM 15101Q207   2,026 25,708 SH   SOLE   25,708 0 0
CERTARA INC COM 15687V109   168 17,000 SH   SOLE   17,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   802 5,331 SH   SOLE   5,331 0 0
CITIGROUP INC COM NEW 172967424   2,133 30,050 SH   SOLE   30,050 0 0
CLOUDFLARE INC CL A COM 18915M107   1,291 11,457 SH   SOLE   11,457 0 0
COHERENT CORP COM 19247G107   6,615 101,863 SH   SOLE   101,863 0 0
CONFLUENT INC CLASS A COM 20717M103   6,194 264,266 SH   SOLE   264,266 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,855 9,200 SH   SOLE   9,200 0 0
CORNING INC COM 219350105   3,552 77,582 SH   SOLE   77,582 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   4,117 11,678 SH   SOLE   11,678 0 0
CUMMINS INC COM 231021106   934 2,981 SH   SOLE   2,981 0 0
DATADOG INC CL A COM 23804L103   1,305 13,152 SH   SOLE   13,152 0 0
DELL TECHNOLOGIES INC CL C 24703L202   6,811 74,726 SH   SOLE   74,726 0 0
ELASTIC N V ORD SHS N14506104   1,272 14,275 SH   SOLE   14,275 0 0
ENPHASE ENERGY INC COM 29355A107   3,258 52,500 SH   SOLE   52,500 0 0
EPAM SYS INC COM 29414B104   2,493 14,765 SH   SOLE   14,765 0 0
FIRST SOLAR INC COM 336433107   8,925 70,590 SH   SOLE   70,590 0 0
FLEX LTD ORD Y2573F102   2,167 65,493 SH   SOLE   65,493 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   3,916 38,262 SH   SOLE   38,262 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   1,178 259,934 SH   SOLE   259,934 0 0
HARMONIC INC COM 413160102   443 46,154 SH   SOLE   46,154 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   3,849 249,421 SH   SOLE   249,421 0 0
HOWMET AEROSPACE INC COM 443201108   4,190 32,300 SH   SOLE   32,300 0 0
HUBSPOT INC COM 443573100   1,276 2,234 SH   SOLE   2,234 0 0
HUNTINGTON BANCSHARES INC COM 446150104   2,124 141,480 SH   SOLE   141,480 0 0
INTEL CORP COM 458140100   1,522 67,017 SH   SOLE   67,017 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   995 4,000 SH   SOLE   4,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   545 1,100 SH   SOLE   1,100 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   43,969 93,767 SH   SOLE   93,767 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   17,886 177,674 SH   SOLE   177,674 0 0
JABIL INC COM 466313103   1,890 13,893 SH   SOLE   13,893 0 0
JD.COM INC SPON ADS CL A 47215P106   11,473 279,020 SH   SOLE   279,020 0 0
JEFFERIES FINL GROUP INC COM 47233W109   921 17,200 SH   SOLE   17,200 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100   876 47,010 SH   SOLE   47,010 0 0
JOBY AVIATION INC COMMON STOCK G65163100   1,204 200,000 SH   SOLE   200,000 0 0
KLA CORP COM NEW 482480100   216 318 SH   SOLE   318 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   1,396 40,000 SH   SOLE   40,000 0 0
LULULEMON ATHLETICA INC COM 550021109   2,689 9,500 SH   SOLE   9,500 0 0
LYFT INC CL A COM 55087P104   11,228 945,933 SH   SOLE   945,933 0 0
META PLATFORMS INC CL A 30303M102   17,314 30,041 SH   SOLE   30,041 0 0
MICRON TECHNOLOGY INC COM 595112103   3,059 35,200 SH   SOLE   35,200 0 0
MICROSOFT CORP COM 594918104   32,813 87,410 SH   SOLE   87,410 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   1,001 47,400 SH   SOLE   47,400 0 0
NETFLIX INC COM 64110L106   2,512 2,694 SH   SOLE   2,694 0 0
NEXTRACKER INC CLASS A COM 65290E101   2,360 56,000 SH   SOLE   56,000 0 0
NOKIA CORP SPONSORED ADR 654902204   2,769 525,482 SH   SOLE   525,482 0 0
NRG ENERGY INC COM NEW 629377508   232 2,433 SH   SOLE   2,433 0 0
NVIDIA CORPORATION COM 67066G104   17,613 162,515 SH   SOLE   162,515 0 0
OPERA LTD SPONSORED ADS 68373M107   2,045 128,309 SH   SOLE   128,309 0 0
ORACLE CORP COM 68389X105   10,058 71,938 SH   SOLE   71,938 0 0
OUSTER INC COM NEW 68989M202   1,796 200,000 SH   SOLE   200,000 0 0
PALO ALTO NETWORKS INC COM 697435105   1,672 9,797 SH   SOLE   9,797 0 0
PAYPAL HLDGS INC COM 70450Y103   7,954 121,900 SH   SOLE   121,900 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   4,910 41,485 SH   SOLE   41,485 0 0
PFIZER INC COM 717081103   2,209 87,160 SH   SOLE   87,160 0 0
PROSHARES TR ULTRAPRO QQQ 74347X831   4,194 73,200 SH   SOLE   73,200 0 0
QUALCOMM INC COM 747525103   1,750 11,390 SH   SOLE   11,390 0 0
ROKU INC COM CL A 77543R102   1,081 15,347 SH   SOLE   15,347 0 0
SALESFORCE INC COM 79466L302   9,170 34,172 SH   SOLE   34,172 0 0
SEMPRA COM 816851109   2,312 32,400 SH   SOLE   32,400 0 0
SENTINELONE INC CL A 81730H109   2,210 121,550 SH   SOLE   121,550 0 0
SERVICENOW INC COM 81762P102   1,650 2,073 SH   SOLE   2,073 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   664 200,000 SH   SOLE   200,000 0 0
SNOWFLAKE INC CL A 833445109   4,954 33,891 SH   SOLE   33,891 0 0
SONY GROUP CORP SPONSORED ADR 835699307   1,950 76,812 SH   SOLE   76,812 0 0
SPDR SER TR S&P BIOTECH 78464A870   503 6,200 SH   SOLE   6,200 0 0
SPDR SER TR S&P REGL BKG 78464A698   2,175 38,250 SH   SOLE   38,250 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   2,665 4,845 SH   SOLE   4,845 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   2,729 79,702 SH   SOLE   79,702 0 0
SYNOPSYS INC COM 871607107   3,111 7,255 SH   SOLE   7,255 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   10,491 63,201 SH   SOLE   63,201 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   3,171 15,300 SH   SOLE   15,300 0 0
TARGET CORP COM 87612E106   1,190 11,400 SH   SOLE   11,400 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   644 4,557 SH   SOLE   4,557 0 0
TOLL BROTHERS INC COM 889478103   1,981 18,761 SH   SOLE   18,761 0 0
TRACTOR SUPPLY CO COM 892356106   2,480 45,000 SH   SOLE   45,000 0 0
THE TRADE DESK INC COM CL A 88339J105   2,353 43,000 SH   SOLE   43,000 0 0
TRIP COM GROUP LTD ADS 89677Q107   13,382 210,476 SH   SOLE   210,476 0 0
TRUIST FINL CORP COM 89832Q109   2,304 56,000 SH   SOLE   56,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   9,622 132,064 SH   SOLE   132,064 0 0
UIPATH INC CL A 90364P105   1,482 143,889 SH   SOLE   143,889 0 0
UPSTART HLDGS INC COM 91680M107   1,123 24,400 SH   SOLE   24,400 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,879 26,025 SH   SOLE   26,025 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   7,615 485,650 SH   SOLE   485,650 0 0
XPO INC COM 983793100   2,248 20,900 SH   SOLE   20,900 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   1,000 14,590 SH   SOLE   14,590 0 0