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
ADOBE INC COM 00724F101   5,557,910 10,900 SH   SOLE   10,900 0 0
ALPHABET INC CLASS A COMMON STOCK COM 02079K305   10,773,180 82,326 SH   SOLE   45,887 0 0
AMAZON.COM INC COM 023135106   9,569,212 75,277 SH   SOLE   75,955 0 0
APPLE INC COM 037833100   10,661,247 62,270 SH   SOLE   85,800 0 0
BLACKSTONE INC COM 09260D107   5,046,294 47,100 SH   SOLE   38,766 0 0
CANADIAN PACIFIC KANSAS CITY L COM 13646K108   9,512,798 127,843 SH   SOLE   18,600 0 0
DANAHER CORP COM 235851102   8,451,278 34,064 SH   SOLE   28,450 0 0
DATADOG INC - CLASS A COM 23804L103   5,511,856 60,510 SH   SOLE   112,480 0 0
INTUITIVE SURG COM 46120E602   12,305,994 42,102 SH   SOLE   28,543 0 0
META PLATFORMS INC COM 30303M102   13,754,421 45,816 SH   SOLE   18,080 0 0
MICROSOFT CORPORATION COM 594918104   16,554,141 52,428 SH   SOLE   16,600 0 0
MONGODB INC COM 60937P106   5,395,416 15,600 SH   SOLE   37,132 0 0
NVIDIA CORP COM 67066G104   9,795,975 22,520 SH   SOLE   75,100 0 0
ORACLE CORP COM 68389X105   9,638,932 91,002 SH   SOLE   79,200 0 0
REPLIGEN CORP COM 759916109   5,803,865 36,500 SH   SOLE   59,488 0 0
SERVICENOW COM 81762P102   6,544,863 11,709 SH   SOLE   72,083 0 0
SPDR S&P 500 ETF TRUST COM 78462F103   30,778,560 72,000 SH   SOLE   29,925 0 0
STARBUCKS CORP COM 855244109   7,793,819 85,393 SH   SOLE   36,570 0 0
TAIWAN SEMI ADR COM 874039100   8,057,629 92,723 SH   SOLE   128,900 0 0
THE BOEING COMPANY COM 097023105   9,909,089 51,696 SH   SOLE   32,423 0 0
THERMO FISHER SCIENTIFIC INC. COM 883556102   8,335,608 16,468 SH   SOLE   53,570 0 0
TJX CO INC COM 872540109   7,096,890 79,848 SH   SOLE   10,300 0 0
T-MOBILE US INC COM STK COM 872590104   12,093,878 86,354 SH   SOLE   114,810 0 0
UBER TECHNOLOGIES INC COM 90353T100   7,183,638 156,200 SH   SOLE   19,870 0 0
UNION PACIFIC CP COM 907818108   10,910,903 53,582 SH   SOLE   25,500 0 0
VISA INC-CLASS A SHARES COM 92826C839   12,918,972 56,167 SH   SOLE   91,500 0 0