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
ADVANCED MICRO DEVICES INC COM 007903107   24,740,548 240,620 SH   SOLE   240,620 0 0
AMAZON COM INC COM 023135106   126,173,973 992,558 SH   SOLE   992,558 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   56,377,266 240,620 SH   SOLE   240,620 0 0
DOORDASH INC CL A 25809K105   14,341,554 180,465 SH   SOLE   180,465 0 0
ELI LILLY & CO COM 532457108   64,622,110 120,310 SH   SOLE   120,310 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106   344,704 21,278 SH   SOLE   21,278 0 0
INTUIT COM 461202103   58,397,887 114,295 SH   SOLE   114,295 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   1,998,025 24,061 SH   SOLE   24,061 0 0
MASTERCARD INCORPORATED CL A 57636Q104   95,261,489 240,614 SH   SOLE   240,614 0 0
MERCADOLIBRE INC COM 58733R102   45,761,593 36,093 SH   SOLE   36,093 0 0
META PLATFORMS INC CL A 30303M102   144,473,060 481,240 SH   SOLE   481,240 0 0
MGM RESORTS INTERNATIONAL COM 552953101   33,169,467 902,325 SH   SOLE   902,325 0 0
MICROSOFT CORP COM 594918104   56,981,824 180,465 SH   SOLE   180,465 0 0
NVIDIA CORPORATION COM 67066G104   70,650,641 162,419 SH   SOLE   162,419 0 0
STEVANATO GROUP S P A ORD SHS T9224W109   3,686,172 124,030 SH   SOLE   124,030 0 0
UBER TECHNOLOGIES INC COM 90353T100   38,731,490 842,172 SH   SOLE   842,172 0 0