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
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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 Holdings Inc Cl A COM 00827B106   682 11,193 SH   SOLE   11,193 0 0
Alphabet Inc Cl A COM 02079K305   16,216 85,663 SH   SOLE   85,663 0 0
Amazon.com Inc COM 023135106   5,970 27,210 SH   SOLE   27,210 0 0
Apple Inc COM 037833100   548 2,190 SH   SOLE   2,190 0 0
Applovin Corp Cl A COM 03831W108   5,320 16,428 SH   SOLE   16,428 0 0
Argenx SE Ads COM 04016X101   1,611 2,620 SH   SOLE   2,620 0 0
Atour Lifestyle Ads Cl A COM 04965M106   717 26,662 SH   SOLE   26,662 0 0
Brinker International COM 109641100   1,308 9,889 SH   SOLE   9,889 0 0
Broadcom Inc COM 11135F101   40,328 173,947 SH   SOLE   173,947 0 0
Cameco Corp COM 13321L108   2,223 43,260 SH   SOLE   43,260 0 0
Coinbase Global Inc Cl A COM 19260Q107   869 3,500 SH   SOLE   3,500 0 0
Corcept Therapeutics Inc COM 218352102   1,701 33,763 SH   SOLE   33,763 0 0
Credo Tech Grp Hldng COM G25457105   4,703 69,976 SH   SOLE   69,976 0 0
FidelityWiseOrgnBtcnBnIt COM 315948109   1,599 19,600 SH   SOLE   19,600 0 0
Freshpet Inc COM 358039105   1,486 10,033 SH   SOLE   10,033 0 0
FTAI Aviation Ltd COM G3730V105   314 2,180 SH   SOLE   2,180 0 0
GE Vernova Inc COM 36828A101   2,064 6,276 SH   SOLE   6,276 0 0
Goldman Sachs Group Inc COM 38141G104   3,441 6,010 SH   SOLE   6,010 0 0
Howmet Aerospace Inc COM 443201108   2,136 19,527 SH   SOLE   19,527 0 0
iShares Bitcoin Trust COM 46438F101   1,820 34,300 SH   SOLE   34,300 0 0
J P Morgan Chase & Co COM 46625H100   531 2,216 SH   SOLE   2,216 0 0
Makemytrip Ltd COM V5633W109   1,399 12,464 SH   SOLE   12,464 0 0
Meta Platforms Inc Cl A COM 30303M102   45,022 76,894 SH   SOLE   76,894 0 0
Morgan Stanley COM 617446448   357 2,842 SH   SOLE   2,842 0 0
Nvidia Corp COM 67066G104   72,011 536,238 SH   SOLE   536,238 0 0
Palantir TechnologiesClA COM 69608A108   37,908 501,227 SH   SOLE   501,227 0 0
Roblox Corporation Cl A COM 771049103   1,120 19,362 SH   SOLE   19,362 0 0
Sea Limited Ads Cl A COM 81141R100   419 3,950 SH   SOLE   3,950 0 0
Servicenow Inc COM 81762P102   2,873 2,710 SH   SOLE   2,710 0 0
Shopify Inc Cl A COM 82509L107   2,018 18,980 SH   SOLE   18,980 0 0
Sprouts Farmers Market COM 85208M102   1,217 9,579 SH   SOLE   9,579 0 0
Tesla Inc COM 88160R101   76,310 188,961 SH   SOLE   188,961 0 0
Veracyte Inc COM 92337F107   751 18,955 SH   SOLE   18,955 0 0
Vertiv Holdings Llc COM 92537N108   3,026 26,631 SH   SOLE   26,631 0 0
Virtu Financial Inc Cl A COM 928254101   1,047 29,343 SH   SOLE   29,343 0 0
Visa Inc Cl A COM 92826C839   792 2,506 SH   SOLE   2,506 0 0
Zillow Group Inc Cl C COM 98954M200   507 6,844 SH   SOLE   6,844 0 0