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
ABBOTT LABS COM 002824100   1,520,089 13,374 SH   SOLE   4,843 0 8,531
ADOBE INC COM 00724F101   285,099 565 SH   SOLE   0 0 565
AIRBNB INC COM CL A 009066101   2,081,300 12,617 SH   SOLE   4,778 0 7,839
ALPHABET INC CAP STK CL A 02079K305   390,154 2,585 SH   SOLE   0 0 2,585
AMAZON COM INC COM 023135106   8,926,826 49,489 SH   SOLE   17,720 0 31,769
ARGENX SE SPONSORED ADR 04016X101   1,366,996 3,472 SH   SOLE   1,180 0 2,292
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   1,284,026 44,896 SH   SOLE   14,785 0 30,111
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   2,061,808 13,639 SH   SOLE   4,735 0 8,904
AXON ENTERPRISE INC COM 05464C101   4,694,139 15,003 SH   SOLE   5,537 0 9,466
CYBERARK SOFTWARE LTD SHS M2682V108   2,102,993 7,917 SH   SOLE   2,658 0 5,259
DRAFTKINGS INC NEW COM CL A 26142V105   3,428,955 75,511 SH   SOLE   27,136 0 48,375
GITLAB INC CLASS A COM 37637K108   2,155,799 36,965 SH   SOLE   13,160 0 23,805
HUBSPOT INC COM 443573100   5,969,237 9,527 SH   SOLE   3,066 0 6,461
INSPIRE MED SYS INC COM 457730109   2,441,303 11,366 SH   SOLE   3,680 0 7,686
INTELLIA THERAPEUTICS INC COM 45826J105   1,011,543 36,770 SH   SOLE   13,044 0 23,726
KRYSTAL BIOTECH INC COM 501147102   1,618,451 9,096 SH   SOLE   3,425 0 5,671
MERCADOLIBRE INC COM 58733R102   3,122,197 2,065 SH   SOLE   715 0 1,350
META PLATFORMS INC CL A 30303M102   2,607,079 5,369 SH   SOLE   2,118 0 3,251
MICROSOFT CORP COM 594918104   9,052,632 21,517 SH   SOLE   7,773 0 13,744
MONDAY COM LTD SHS M7S64H106   2,238,146 9,909 SH   SOLE   3,402 0 6,507
MONGODB INC CL A 60937P106   2,129,963 5,939 SH   SOLE   2,078 0 3,861
NETFLIX INC COM 64110L106   2,965,592 4,883 SH   SOLE   1,806 0 3,077
PALO ALTO NETWORKS INC COM 697435105   2,395,784 8,432 SH   SOLE   3,242 0 5,190
PROCEPT BIOROBOTICS CORP COM 74276L105   2,465,416 49,887 SH   SOLE   16,885 0 33,002
SALESFORCE INC COM 79466L302   355,392 1,180 SH   SOLE   0 0 1,180
SAREPTA THERAPEUTICS INC COM 803607100   3,369,585 26,028 SH   SOLE   8,553 0 17,475
SERVICENOW INC COM 81762P102   7,327,426 9,611 SH   SOLE   3,215 0 6,396
SHOPIFY INC CL A 82509L107   2,466,739 31,965 SH   SOLE   12,055 0 19,910
SNOWFLAKE INC CL A 833445109   2,079,954 12,871 SH   SOLE   4,935 0 7,936
SPOTIFY TECHNOLOGY S A SHS L8681T102   359,696 1,363 SH   SOLE   0 0 1,363
SWEETGREEN INC COM CL A 87043Q108   1,649,023 65,282 SH   SOLE   24,772 0 40,510
THE TRADE DESK INC COM CL A 88339J105   2,318,291 26,519 SH   SOLE   8,049 0 18,470
UBER TECHNOLOGIES INC COM 90353T100   4,164,774 54,095 SH   SOLE   20,568 0 33,527
VISA INC COM CL A 92826C839   3,035,274 10,876 SH   SOLE   3,563 0 7,313
WORKDAY INC CL A 98138H101   2,631,219 9,647 SH   SOLE   4,031 0 5,616
ZSCALER INC COM 98980G102   1,286,191 6,677 SH   SOLE   2,440 0 4,237