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
111 INC ADS 68247Q102   244,939 393,161 SH   SOLE   393,161 0 0
ADVANCED MICRO DEVICES INC COM 007903107   4,753,932 39,357 SH   SOLE   39,357 0 0
ALPHABET INC CAP STK CL A 02079K305   8,547,463 45,153 SH   SOLE   45,153 0 0
AMAZON COM INC COM 023135106   25,517,251 116,310 SH   SOLE   116,310 0 0
ANSYS INC COM 03662Q105   4,042,900 11,985 SH   SOLE   11,985 0 0
APPLE INC COM 037833100   10,026,066 40,037 SH   SOLE   40,037 0 0
ARISTA NETWORKS INC COM SHS 040413205   4,618,386 41,784 SH   SOLE   41,784 0 0
AUTODESK INC COM 052769106   3,241,221 10,966 SH   SOLE   10,966 0 0
AUTOZONE INC COM 053332102   11,597,644 3,622 SH   SOLE   3,622 0 0
BLOOM ENERGY CORP COM CL A 093712107   8,943,700 402,688 SH   SOLE   402,688 0 0
BROADCOM INC COM 11135F101   18,080,506 77,987 SH   SOLE   77,987 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   5,548,124 16,215 SH   SOLE   16,215 0 0
DANAHER CORPORATION COM 235851102   12,739,336 55,497 SH   SOLE   55,497 0 0
ELEVANCE HEALTH INC COM 036752103   5,573,341 15,108 SH   SOLE   15,108 0 0
HOME DEPOT INC COM 437076102   11,907,762 30,612 SH   SOLE   30,612 0 0
ICON PLC SHS G4705A100   5,075,611 24,203 SH   SOLE   24,203 0 0
LAM RESEARCH CORP COM NEW 512807306   13,385,880 185,323 SH   SOLE   185,323 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   4,258,437 75,171 SH   SOLE   75,171 0 0
MASTERCARD INCORPORATED CL A 57636Q104   7,653,168 14,534 SH   SOLE   14,534 0 0
MCKESSON CORP COM 58155Q103   4,342,144 7,619 SH   SOLE   7,619 0 0
META PLATFORMS INC CL A 30303M102   24,263,534 41,440 SH   SOLE   41,440 0 0
MICROSOFT CORP COM 594918104   10,898,726 25,857 SH   SOLE   25,857 0 0
NETFLIX INC COM 64110L106   20,263,269 22,734 SH   SOLE   22,734 0 0
NUTANIX INC CL A 67059N108   4,967,694 81,198 SH   SOLE   81,198 0 0
NVIDIA CORPORATION COM 67066G104   18,379,601 136,865 SH   SOLE   136,865 0 0
PAYPAL HLDGS INC COM 70450Y103   6,391,008 74,880 SH   SOLE   74,880 0 0
PURE STORAGE INC CL A 74624M102   9,119,161 148,448 SH   SOLE   148,448 0 0
ROBINHOOD MKTS INC COM CL A 770700102   58,733,944 1,576,327 SH   SOLE   1,576,327 0 0
SAMSARA INC COM CL A 79589L106   5,267,310 120,561 SH   SOLE   120,561 0 0
SHOPIFY INC CL A 82509L107   10,825,351 101,809 SH   SOLE   101,809 0 0
SNOWFLAKE INC CL A 833445109   6,646,270 43,043 SH   SOLE   43,043 0 0
SYNOPSYS INC COM 871607107   14,894,242 30,687 SH   SOLE   30,687 0 0
TJX COS INC NEW COM 872540109   18,580,095 153,796 SH   SOLE   153,796 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,489,980 74,436 SH   SOLE   74,436 0 0
UNITEDHEALTH GROUP INC COM 91324P102   20,316,855 40,163 SH   SOLE   40,163 0 0