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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 20,684,424 | 140,319 | SH | SOLE | 12,271 | 0 | 128,048 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 17,365,283 | 124,313 | SH | SOLE | 12,028 | 0 | 112,285 | |||
| AMAZON COM INC | COM | 023135106 | 24,770,474 | 163,028 | SH | SOLE | 13,677 | 0 | 149,351 | |||
| CADENCE DESIGN SYSTEMS INC | COM | 127387108 | 20,046,432 | 73,600 | SH | SOLE | 7,100 | 0 | 66,500 | |||
| DANAHER CORPORATION | COM | 235851102 | 16,272,456 | 70,340 | SH | SOLE | 6,883 | 0 | 63,457 | |||
| DECKERS OUTDOOR CORP | COM | 243537107 | 13,772,332 | 20,604 | SH | SOLE | 1,709 | 0 | 18,895 | |||
| GITLAB INC | CLASS A COM | 37637K108 | 3,148,000 | 50,000 | SH | SOLE | 4,837 | 0 | 45,163 | |||
| INTUIT | COM | 461202103 | 16,000,768 | 25,600 | SH | SOLE | 2,500 | 0 | 23,100 | |||
| KLA CORP | COM NEW | 482480100 | 4,534,140 | 7,800 | SH | SOLE | 749 | 0 | 7,051 | |||
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | 6,450,371 | 102,176 | SH | SOLE | 8,133 | 0 | 94,043 | |||
| LULULEMON ATHLETICA INC | COM | 550021109 | 21,163,827 | 41,393 | SH | SOLE | 3,954 | 0 | 37,439 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 7,192,575 | 14,524 | SH | SOLE | 751 | 0 | 13,773 | |||
| ON HLDG AG | NAMEN AKT A | H5919C104 | 8,074,818 | 299,400 | SH | SOLE | 30,323 | 0 | 269,077 | |||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 13,964,027 | 201,734 | SH | SOLE | 20,002 | 0 | 181,732 | |||
| SNOWFLAKE INC | CL A | 833445109 | 18,756,944 | 94,256 | SH | SOLE | 8,475 | 0 | 85,781 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 22,713,600 | 218,400 | SH | SOLE | 19,955 | 0 | 198,445 | |||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 11,768,676 | 22,172 | SH | SOLE | 2,270 | 0 | 19,902 | |||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 38,160,125 | 72,483 | SH | SOLE | 7,100 | 0 | 65,383 | |||
| VISA INC | COM CL A | 92826C839 | 16,112,280 | 61,887 | SH | SOLE | 5,528 | 0 | 56,359 | |||
| YETI HLDGS INC | COM | 98585X104 | 6,472,500 | 125,000 | SH | SOLE | 16,931 | 0 | 108,069 | |||