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
AMAZON COM INC COM 023135106   181,041,286 825,203 SH   SOLE   825,203 0 0
NVIDIA CORPORATION COM 67066G104   135,634,243 1,010,010 SH   SOLE   1,010,010 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   102,257,727 306,942 SH   SOLE   306,942 0 0
AMER SPORTS INC COM SHS G0260P102   96,455,094 3,449,753 SH   SOLE   3,449,753 0 0
UNITED AIRLS HLDGS INC COM 910047109   96,119,290 989,900 SH   SOLE   989,900 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   94,456,307 478,284 SH   SOLE   478,284 0 0
WESTERN DIGITAL CORP COM 958102105   84,925,046 1,424,200 SH   SOLE   1,424,200 0 0
GE VERNOVA INC COM 36828A101   83,612,032 254,194 SH   SOLE   254,194 0 0
REDDIT INC CL A 75734B100   83,269,902 509,483 SH   SOLE   509,483 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   78,965,214 465,295 SH   SOLE   465,295 0 0
MICROSOFT CORP COM 594918104   49,482,836 117,397 SH   SOLE   117,397 0 0
WIX COM LTD SHS M98068105   47,978,958 223,626 SH   SOLE   223,626 0 0
VISTRA CORP COM 92840M102   44,959,407 326,100 SH   SOLE   326,100 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   44,382,893 4,284,063 SH   SOLE   4,284,063 0 0
WOODWARD INC COM 980745103   43,651,633 262,298 SH   SOLE   262,298 0 0
LUMENTUM HLDGS INC COM 55024U109   41,261,425 491,500 SH   SOLE   491,500 0 0
TEMPUR SEALY INTL INC COM 88023U101   39,734,418 700,907 SH   SOLE   700,907 0 0
MONGODB INC CL A 60937P106   39,624,262 170,200 SH   SOLE   170,200 0 0
CARVANA CO CL A 146869102   38,920,054 191,385 SH   SOLE   191,385 0 0
OKTA INC CL A 679295105   31,484,934 399,555 SH   SOLE   399,555 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   31,137,648 69,600 SH   SOLE   69,600 0 0
META PLATFORMS INC CL A 30303M102   28,045,929 47,900 SH   SOLE   47,900 0 0
SALESFORCE INC COM 79466L302   27,481,926 82,200 SH   SOLE   82,200 0 0
RUBRIK INC. CL A 781154109   24,510,000 375,000 SH   SOLE   375,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   21,256,477 95,018 SH   SOLE   95,018 0 0
ENTEGRIS INC COM 29362U104   15,284,265 154,293 SH   SOLE   154,293 0 0