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 |
| MICRON TECHNOLOGY INC | COM | 595112103 | 9,105,693 | 106,699 | SH | SOLE | 106,699 | 0 | 0 | |||
| T-MOBILE US INC COM STK | COM | 872590104 | 19,204,969 | 119,784 | SH | SOLE | 119,784 | 0 | 0 | |||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 20,285,951 | 77,918 | SH | SOLE | 77,918 | 0 | 0 | |||
| BOSTON SCIENTIFIC CORPORATION | COM | 101137107 | 10,441,642 | 180,620 | SH | SOLE | 180,620 | 0 | 0 | |||
| PALO ALTO NETWORK INC | COM | 697435105 | 9,295,502 | 31,523 | SH | SOLE | 31,523 | 0 | 0 | |||
| MICROSOFT CORPORATION | COM | 594918104 | 25,356,753 | 67,431 | SH | SOLE | 67,431 | 0 | 0 | |||
| MONGODB INC | COM | 60937P106 | 11,915,524 | 29,144 | SH | SOLE | 29,144 | 0 | 0 | |||
| META PLATFORMS INC | COM | 30303M102 | 18,433,529 | 52,078 | SH | SOLE | 52,078 | 0 | 0 | |||
| UNION PACIFIC CP | COM | 907818108 | 18,244,408 | 74,279 | SH | SOLE | 74,279 | 0 | 0 | |||
| ALPHABET INC CLASS A COMMON STOCK | COM | 02079K305 | 18,751,567 | 134,237 | SH | SOLE | 134,237 | 0 | 0 | |||
| AUTODESK INC | COM | 052769106 | 5,743,206 | 23,588 | SH | SOLE | 23,588 | 0 | 0 | |||
| AMAZON.COM INC | COM | 023135106 | 15,861,472 | 104,393 | SH | SOLE | 104,393 | 0 | 0 | |||
| SNOWFLAKE INC-CLASS A | COM | 833445109 | 8,132,931 | 40,869 | SH | SOLE | 40,869 | 0 | 0 | |||
| SCHLUMBERGER LTD | COM | 806857108 | 12,161,540 | 233,696 | SH | SOLE | 233,696 | 0 | 0 | |||
| TAIWAN SEMI ADR | COM | 874039100 | 14,821,144 | 142,511 | SH | SOLE | 142,511 | 0 | 0 | |||
| CANADIAN PACIFIC KANSAS CITY L | COM | 13646K108 | 15,499,081 | 196,042 | SH | SOLE | 196,042 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 10,336,531 | 171,390 | SH | SOLE | 171,390 | 0 | 0 | |||
| INTUITIVE SURG | COM | 46120E602 | 15,395,086 | 45,634 | SH | SOLE | 45,634 | 0 | 0 | |||
| THERMO FISHER SCIENTIFIC INC. | COM | 883556102 | 23,035,755 | 43,399 | SH | SOLE | 43,399 | 0 | 0 | |||
| NIKE INC CL B | COM | 654106103 | 12,498,036 | 115,115 | SH | SOLE | 115,115 | 0 | 0 | |||
| SERVICENOW | COM | 81762P102 | 11,471,278 | 16,237 | SH | SOLE | 16,237 | 0 | 0 | |||