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
AFFIRM HLDGS INC COM CL A 00827B106   2,251,047 36,963 SH   SOLE   16,518 0 20,445
AMAZON COM INC COM 023135106   9,299,503 42,388 SH   SOLE   19,637 0 22,751
ARGENX SE SPONSORED ADR 04016X101   2,424,945 3,943 SH   SOLE   1,661 0 2,282
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   4,145,932 30,115 SH   SOLE   12,978 0 17,137
AXON ENTERPRISE INC COM 05464C101   5,556,892 9,350 SH   SOLE   4,102 0 5,248
CYBERARK SOFTWARE LTD SHS M2682V108   3,965,484 11,903 SH   SOLE   5,112 0 6,791
DRAFTKINGS INC NEW COM CL A 26142V105   2,422,724 65,127 SH   SOLE   27,810 0 37,317
HUBSPOT INC COM 443573100   3,836,416 5,506 SH   SOLE   2,328 0 3,178
INSPIRE MED SYS INC COM 457730109   1,716,433 9,259 SH   SOLE   3,899 0 5,360
INTELLIA THERAPEUTICS INC COM 45826J105   552,754 47,406 SH   SOLE   20,956 0 26,450
INTUITIVE SURGICAL INC COM NEW 46120E602   2,137,426 4,095 SH   SOLE   1,882 0 2,213
KRYSTAL BIOTECH INC COM 501147102   1,676,262 10,700 SH   SOLE   4,708 0 5,992
MERCADOLIBRE INC COM 58733R102   3,409,382 2,005 SH   SOLE   883 0 1,122
META PLATFORMS INC CL A 30303M102   4,175,857 7,132 SH   SOLE   3,301 0 3,831
MICROSOFT CORP COM 594918104   7,241,792 17,181 SH   SOLE   7,988 0 9,193
MONDAY COM LTD SHS M7S64H106   2,543,929 10,805 SH   SOLE   4,469 0 6,336
NETFLIX INC COM 64110L106   3,884,373 4,358 SH   SOLE   2,024 0 2,334
PALO ALTO NETWORKS INC COM 697435105   1,633,273 8,976 SH   SOLE   4,184 0 4,792
PROCEPT BIOROBOTICS CORP COM 74276L105   4,921,221 61,118 SH   SOLE   26,547 0 34,571
ROBLOX CORP CL A 771049103   4,274,870 73,883 SH   SOLE   32,142 0 41,741
SAREPTA THERAPEUTICS INC COM 803607100   2,538,921 20,881 SH   SOLE   8,896 0 11,985
SEA LTD SPONSORD ADS 81141R100   213,261 2,010 SH   SOLE   0 0 2,010
SERVICENOW INC COM 81762P102   6,444,469 6,079 SH   SOLE   2,829 0 3,250
SHOPIFY INC CL A 82509L107   4,129,326 38,835 SH   SOLE   18,002 0 20,833
SWEETGREEN INC COM CL A 87043Q108   2,461,823 76,788 SH   SOLE   34,132 0 42,656
THE TRADE DESK INC COM CL A 88339J105   1,349,950 11,486 SH   SOLE   5,547 0 5,939
UBER TECHNOLOGIES INC COM 90353T100   2,987,831 49,533 SH   SOLE   23,036 0 26,497
VISA INC COM CL A 92826C839   1,947,438 6,162 SH   SOLE   2,892 0 3,270
WORKDAY INC CL A 98138H101   2,741,827 10,626 SH   SOLE   5,010 0 5,616
ZSCALER INC COM 98980G102   1,400,523 7,763 SH   SOLE   3,488 0 4,275