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
ALPHABET INC CAP STK CL A 02079K305   7,105,244 45,947 SH   SOLE   45,947 0 0
AMAZON COM INC COM 023135106   18,985,855 99,789 SH   SOLE   99,789 0 0
ANSYS INC COM 03662Q105   3,648,671 11,526 SH   SOLE   11,526 0 0
APPLE INC COM 037833100   6,093,470 27,432 SH   SOLE   27,432 0 0
ARISTA NETWORKS INC COM SHS 040413205   4,665,381 60,214 SH   SOLE   60,214 0 0
AUTODESK INC COM 052769106   4,541,183 17,346 SH   SOLE   17,346 0 0
AUTOZONE INC COM 053332102   13,809,889 3,622 SH   SOLE   3,622 0 0
BICARA THERAPEUTICS INC COM 055477103   3,595,524 275,942 SH   SOLE   275,942 0 0
BLOOM ENERGY CORP COM CL A 093712107   4,283,521 217,880 SH   SOLE   217,880 0 0
BROADCOM INC COM 11135F101   12,555,743 74,991 SH   SOLE   74,991 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   4,141,757 11,747 SH   SOLE   11,747 0 0
DANAHER CORPORATION COM 235851102   13,222,090 64,498 SH   SOLE   64,498 0 0
ELEVANCE HEALTH INC COM 036752103   5,882,399 13,524 SH   SOLE   13,524 0 0
HOME DEPOT INC COM 437076102   8,354,140 22,795 SH   SOLE   22,795 0 0
ICON PLC SHS G4705A100   4,950,992 28,293 SH   SOLE   28,293 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   1,754,252 37,476 SH   SOLE   37,476 0 0
LAM RESEARCH CORP COM NEW 512807306   14,438,729 198,607 SH   SOLE   198,607 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   4,913,988 93,689 SH   SOLE   93,689 0 0
MASTERCARD INCORPORATED CL A 57636Q104   11,905,715 21,721 SH   SOLE   21,721 0 0
MCKESSON CORP COM 58155Q103   12,412,628 18,444 SH   SOLE   18,444 0 0
META PLATFORMS INC CL A 30303M102   20,388,159 35,374 SH   SOLE   35,374 0 0
MICROSOFT CORP COM 594918104   4,187,475 11,155 SH   SOLE   11,155 0 0
NETFLIX INC COM 64110L106   9,813,013 10,523 SH   SOLE   10,523 0 0
NUTANIX INC CL A 67059N108   5,668,432 81,198 SH   SOLE   81,198 0 0
NVIDIA CORPORATION COM 67066G104   8,317,948 76,748 SH   SOLE   76,748 0 0
PURE STORAGE INC CL A 74624M102   4,055,840 91,616 SH   SOLE   91,616 0 0
ROBINHOOD MKTS INC COM CL A 770700102   65,606,730 1,576,327 SH   SOLE   1,576,327 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   5,877,347 26,714 SH   SOLE   26,714 0 0
SHOPIFY INC CL A 82509L107   5,806,712 60,816 SH   SOLE   60,816 0 0
SNOWFLAKE INC CL A 833445109   6,595,324 45,124 SH   SOLE   45,124 0 0
SYNOPSYS INC COM 871607107   8,636,610 20,139 SH   SOLE   20,139 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,852,394 11,159 SH   SOLE   11,159 0 0
TJX COS INC NEW COM 872540109   15,093,700 123,922 SH   SOLE   123,922 0 0
UBER TECHNOLOGIES INC COM 90353T100   8,689,356 119,261 SH   SOLE   119,261 0 0
UNITEDHEALTH GROUP INC COM 91324P102   10,730,590 20,488 SH   SOLE   20,488 0 0