The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ADOBE INC | COM | 00724F101 | 292,546 | 565 | SH | SOLE | 0 | 0 | 565 | |||
| AIRBNB INC | COM CL A | 009066101 | 1,326,559 | 10,461 | SH | SOLE | 4,821 | 0 | 5,640 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 417,942 | 2,520 | SH | SOLE | 0 | 0 | 2,520 | |||
| AMAZON COM INC | COM | 023135106 | 8,891,109 | 47,717 | SH | SOLE | 20,555 | 0 | 27,162 | |||
| ARGENX SE | SPONSORED ADR | 04016X101 | 2,253,427 | 4,157 | SH | SOLE | 1,754 | 0 | 2,403 | |||
| ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | 4,890,350 | 32,753 | SH | SOLE | 13,773 | 0 | 18,980 | |||
| AXON ENTERPRISE INC | COM | 05464C101 | 5,829,365 | 14,588 | SH | SOLE | 6,095 | 0 | 8,493 | |||
| BOOKING HOLDINGS INC | COM | 09857L108 | 202,182 | 48 | SH | SOLE | 0 | 0 | 48 | |||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 2,568,501 | 8,808 | SH | SOLE | 3,776 | 0 | 5,032 | |||
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | 2,659,054 | 67,833 | SH | SOLE | 28,551 | 0 | 39,282 | |||
| HUBSPOT INC | COM | 443573100 | 3,437,326 | 6,466 | SH | SOLE | 2,443 | 0 | 4,023 | |||
| INSPIRE MED SYS INC | COM | 457730109 | 2,201,040 | 10,429 | SH | SOLE | 4,001 | 0 | 6,428 | |||
| INTELLIA THERAPEUTICS INC | COM | 45826J105 | 726,895 | 35,372 | SH | SOLE | 15,502 | 0 | 19,870 | |||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 2,133,094 | 4,342 | SH | SOLE | 1,984 | 0 | 2,358 | |||
| KRYSTAL BIOTECH INC | COM | 501147102 | 1,658,657 | 9,112 | SH | SOLE | 4,093 | 0 | 5,019 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 4,339,895 | 2,115 | SH | SOLE | 934 | 0 | 1,181 | |||
| META PLATFORMS INC | CL A | 30303M102 | 4,312,191 | 7,533 | SH | SOLE | 3,458 | 0 | 4,075 | |||
| MICROSOFT CORP | COM | 594918104 | 8,941,634 | 20,780 | SH | SOLE | 9,249 | 0 | 11,531 | |||
| MONDAY COM LTD | SHS | M7S64H106 | 3,217,132 | 11,582 | SH | SOLE | 4,903 | 0 | 6,679 | |||
| NETFLIX INC | COM | 64110L106 | 3,381,799 | 4,768 | SH | SOLE | 2,076 | 0 | 2,692 | |||
| PALO ALTO NETWORKS INC | COM | 697435105 | 1,643,374 | 4,808 | SH | SOLE | 2,251 | 0 | 2,557 | |||
| PROCEPT BIOROBOTICS CORP | COM | 74276L105 | 5,595,821 | 69,843 | SH | SOLE | 30,134 | 0 | 39,709 | |||
| SALESFORCE INC | COM | 79466L302 | 322,978 | 1,180 | SH | SOLE | 0 | 0 | 1,180 | |||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 2,872,345 | 22,999 | SH | SOLE | 9,227 | 0 | 13,772 | |||
| SERVICENOW INC | COM | 81762P102 | 6,505,793 | 7,274 | SH | SOLE | 2,926 | 0 | 4,348 | |||
| SHOPIFY INC | CL A | 82509L107 | 3,281,252 | 40,944 | SH | SOLE | 18,780 | 0 | 22,164 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 242,861 | 659 | SH | SOLE | 0 | 0 | 659 | |||
| SWEETGREEN INC | COM CL A | 87043Q108 | 2,907,715 | 82,023 | SH | SOLE | 36,845 | 0 | 45,178 | |||
| THE TRADE DESK INC | COM CL A | 88339J105 | 1,835,541 | 16,740 | SH | SOLE | 5,797 | 0 | 10,943 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 3,911,928 | 52,048 | SH | SOLE | 23,862 | 0 | 28,186 | |||
| VISA INC | COM CL A | 92826C839 | 2,891,099 | 10,515 | SH | SOLE | 4,133 | 0 | 6,382 | |||
| WORKDAY INC | CL A | 98138H101 | 2,754,256 | 11,269 | SH | SOLE | 5,285 | 0 | 5,984 | |||
| ZSCALER INC | COM | 98980G102 | 1,393,161 | 8,150 | SH | SOLE | 3,630 | 0 | 4,520 | |||